How to Locate Trial Tax Forms, Adjustments and Reports

The steps to locate the Trial Tax Forms on TeamPay are as follows:

• A

  Click on "Reports & Utilities"

• B

  Scroll Down to “Manage Tax Forms”

• A

  Enter “Type, Taxation Year, Tax Form, Produced On”

The Steps to locate the report if a client submitted adjustments

• A

  Click on “Reports & Utilities”

• B

  Scroll down to “Year End Reports”

• A

  Enter all fields below