PayrollCS > Payroll > Reporting menu > PR State and Federal Payroll Forms window
 
PR State and Federal Payroll Forms window
If you have Aatrix installed, you can use this window to print or electronically file a state or federal payroll form.
Report Type
The options in this group allow you to define whether the form you want to file is a Federal or State form.
Federal  
Select this radio button if you want to file a Federal form.
State 
Select this radio button if you want to file a State form. Use the drop-down to the right of this option to select the state for which you want to file a form.
Form 
The options that are available from this drop-down depend on the version of Aatrix you have installed. See the Aatrix documentation for more information on these options.
Description 
This field is read-only and displays additional information about the form you select from the Form drop-down.
Report Period 
These options are only enabled if you selected the State radio button. Depending on the state you select, different options are available. For states that enable this field, your options are Yearly, Quarterly, Daily, Monthly, and Between. See the Aatrix documentation for more information.
Month/Quarter 
The label of this field will depend on your selection in the Report Period drop-down. If you select Quarterly, it will read Quarter, if you select Monthly, it will read Month. Select the month or quarter you want to print or eFile your payroll form for. See your Aatrix documentation for more information.
Year/Day 
The label of this field will depend on your selection in the Report Period drop-down. If you select Daily or Between, the label will read Day. Otherwise, it will read Year. See your Aatrix documentation for more information.
Start and End: Tax Code 
The Start and End boxes allow you to define the range of Tax Codes to include in the report. You can include all Tax Codes or a range of Tax Codes. If a state has multiple Tax Codes, the tax form will display hours for all the Tax Codes for that state even if you select one Tax Code.
Kind of Employer 
This drop-down only appears for certain Federal Report Types and W-3 forms. Select the kind of employer this form applies to. For more information on the available options, see the Aatrix documentation.
Display 
Select this button to start the Aatrix process for the selected form. See the Aatrix documentation for more information.
Draft 
Select this button to display forms you started but didn’t complete. See the Aatrix documentation for more information.
History 
Select this button to display a list of all reports you’ve run. See the Aatrix documentation for more information.
 
Published date: 12/20/2021