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Intuit
18 helpful votes

Archive old forms

This article explains how to archive and view forms from prior periods.

Notes:

  • Before you can archive a form, the tax payments for the period must exactly match the liabilities. If there's an outstanding liability, you'll need to record additional payments. If there's an overpayment, you'll need to resolve it first.
  • The available liability periods only extend back for a year or two. If you need to archive a form from an earlier period, contact Payroll Support for assistance.

  1. Go to Taxes & Forms.
  2. Select Quarterly Forms or Annual Forms, as appropriate.
  3. Choose the desired form.
  4. Select the liability period.
  5. Select Archive.

If you filed a form electronically, you can't archive the form again after you make any corrections. In this case, to save a copy for your records:

  1. Go to the Taxes & Forms tab.
  2. On the Taxes & Forms Overview page, choose the appropriate form category.
  3. Select the form you want to archive.
  4. Choose the liability period.
  5. Select View.
  6. Make sure the correct form is displayed in the Adobe Reader window.
  7. In the form window, click the Save a copy icon (or press Shift+Ctrl+S).
  8. Close the pay stub window.

  1. From the Taxes menu, select Payroll Tax.
  2. Select Quarterly Forms or Annual Forms, as appropriate.
  3. Choose the desired form.
  4. Select the liability period.
  5. Select Archive.

If you filed a form electronically, you can't archive the form again after you make any corrections. In this case, to save a copy for your records:

  1. From the Taxes menu, select Payroll Tax.
  2. Under Forms, choose the appropriate form category.
  3. Select the form you want to archive.
  4. Choose the liability period.
  5. Select View.
  6. Make sure the correct form is displayed in the Adobe Reader window.
  7. In the form window, click the Save a copy icon (or press Shift+Ctrl+S).
  8. Close the pay stub window.

  1. Go to Taxes & Forms.
  2. Select View Archived Forms in the Quarterly Forms or Annual Forms section, as appropriate.
  3. Choose the desired form.
  4. Select View.

  1. From the Taxes menu, select Payroll Tax.
  2. Select View Archived Forms in the Quarterly Forms or Annual Forms section, as appropriate.
  3. Choose the desired form.
  4. Select View.

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