How to Assign Tax Form Boxes to Payroll Categories
Note: This guide is only for US customers. If you are a Canadian customer looking to assign tax form boxes, please go to this article instead.
You need to assign tax form boxes to your payroll categories (1099s, 943s, W2s, etc.).
- You've already set up the payroll categories under Payroll > Payroll Setup > Payroll Categories.
- You know what boxes need to be assigned for each payroll category.
- Navigate to Payroll > Payroll Setup > Assign Tax Form Boxes.
- Look for the payroll category you need to assign a tax form box to.
- Click the three (3) dots to select the payroll category.
- Look for the tax form and box that you need to assign this payroll category to.
- Using the toggle, activate it (toggle it on) for the appropriate tax form and box.
Note: You can only assign one box from a form to a payroll category. Please confirm with your accountant of which box it should belong to.
- Click the save button to save your changes.
