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.



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 "See More" link.




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. You also have the ability to search by Recipient, Invoice or payer.



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.


Step 5

Please note - pop up blocker must be off for the PDF to generate.

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



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 


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  • 0

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

  • 0

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

  • 0
    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

    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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