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How to View/Print Copies of Filed Forms

Note:  All screen shots provided in the instructions are from test accounts created for this purpose

Step 1

Log in to your account.  Enter your email address and password and click the Log In button.

sign_up_page.png

 

Step 2

Confirm you are on the Dashboard – the screen will read My Dashboard.

From this page you can access Filed Forms in 2 ways:

1.  Click Filing Center in the navigation bar and then click Filed Forms.

2.  From the Recently Filed Forms grid click the Track a Filing link.

dashboard_screen1.png

  

 

Step 3

On the Filed Forms page use the filters to select the Form Year, Type and either Originals and Corrections or just Corrections and then click Apply.

filters_on_filed_forms_page.png

 

 

Step 4

Once you have your filters selected and you clicked Apply, select the form(s ) you want to print.

Either select them individually or check Select All to print them all.

select_to_print.png

 

Step 5

Click the Copy button of the copy you need to print - 

Copy 1 - Sales Tax Department Copy

Copy C - Payer Copy

Copy B - Recipient Copy

Copy 2 - Recipient Copy of State Income Tax

Copy D (for W-2 only) - Payer copy

Note: the copies available to print vary by form type

 select_to_print.png
 

 

Step 6

The form you selected will open as a PDF that can be viewed, printed and.or saved

If you need to view, save or print other forms go back to Filed Forms and repeat the process 

form.png
 

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4 Comments

  • 0
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    jeanna

    For step 2 there is no filed forms option, only upload and unfiled.

  • 0
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    JENNI HOWARD

    I am having the exact same problem!  Has anyone found an answer?

  • 0
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    Kathy Connelly

    The Filed Forms option is under Order History on the Navigation Bar.  In the instructions it states to find it under the Filing Center option.

  • 0
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    Glenn

    I'm having the same problem. Maybe it doesn't let you print till the forms have been efiled and accepted???

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