Rolling Over Quarterly and Annual Payroll Reports in W-2/1099

Use the Rollover Manager to roll over payroll returns from last year or the prior reporting period. This manager includes two view tabs:

-2016 Returns

-Last Month / Quarter

The payroll tax forms in your Payroll Reporting software are designed to be rolled over from the prior year or quarter. You need to enter all necessary data in the first quarter’s return. When you are ready to file the next quarter’s return, use the Last Month/Quarter view of the Rollover Manager to rollover the prior quarter’s return to the next period.

Rolling over returns from the prior quarter creates new returns with the same forms, the client header information, and the new period's reporting dates. After you rollover a quarterly return, you can rename it to include the period ending date.

Be sure to mark your clients' returns as Completed in the Return Manager as you complete each return. This prevents information from being changed after the return is filed.

If information in the new quarter’s return is not calculating correctly, check the For the period ending field on the state form’s Filing Options worksheet to ensure the period ending date is updated.

For withholding returns, any information needed to prepare the subsequent-period return or year-end reconciliation form is rolled over to the new return. For payroll forms, when you roll over are turn to begin a new year's return, only the basic information and any allowable overpayments are rolled over. If you downloaded the new year's forms before rolling over the prior-year return, the new year's forms are used.