Creating transmittal forms: W-3 or 1096

W-3 or 1096  

1)  Click Tax Forms from the menu bar and then select W-3 or 1096 from the Transmittal Forms section at the bottom of the list.


2)  Select payer/company from the Payer/Company drop-down menu.

3)  Select Filing Method from the drop-down menu in the bottom right corner of the form.

4)  For form 1096: Select its related 1099 tax box.



For W3 form: Select Corresponding State in box 15 for State ID

NOTE: If State ID does not appear you will need to create/save State ID for Payer

**State ID box 15 on W3 Form will reflect any W2 forms created under the corresponding State ID you select in this section**


Note: Select Paper for a total of all forms you are paper filing for the specific payer selected.

Select E-File for a total of all forms you are e-filing for the specific payer selected (reminder you do not need to e-file a 1096 or W-3 form – these forms are automatically included in the data transmittal).

Select ALL for a total of all filings (both e-file and paper) for the payer selected. This option should only be selected and used for payer records if both paper and e-filing has occurred for the same payer.


How to Print a 1096 Form (Use link below)




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