I'm having the same issue.  Hoping someone has an answer!

Hi Dixie,

So I ended up making my own template and it worked so I was able to print on to the IRS forms.  I'm not sure how I can send it to you....or if I'm allowed to.  Basically I did this:

- Click on "Customize" for the form.

- Copy each item from the top and paste on the bottom 1/2 of the form in the same order/location.

- Add the command "Read next file record" to the middle of the page. (Click 'add' on left side of page, click 'other object' at bottom of list, select 'command object', click the middle of the sheet between the 2 sets of data, select "read next file record')

- Save form under a new name (I just added my initials at the end of the name).  

- Select 2 records to print on plain piece of paper, then hold the printed sheet up to light with the IRS form behind it to check alignment of data fields.

- Tweak the locations of the items to line up with the form.

It took some trial and error, and there may be an easier way, but I've been doing live chat and Live Q&A with Sage and they set up callbacks.  Nobody has called.  I called the 800 number and they aren't accepting calls....so this was my solution and it worked.  Good luck and happy new year!

Hi Dixie,

So I ended up making my own template and it worked so I was able to print on to the IRS forms.  I'm not sure how I can send it to you....or if I'm allowed to.  Basically I did this:

- Click on "Customize" for the form.

- Copy each item from the top and paste on the bottom 1/2 of the form in the same order/location.

- Add the command "Read next file record" to the middle of the page. (Click 'add' on left side of page, click 'other object' at bottom of list, select 'command object', click the middle of the sheet between the 2 sets of data, select "read next file record')

- Save form under a new name (I just added my initials at the end of the name).  

- Select 2 records to print on plain piece of paper, then hold the printed sheet up to light with the IRS form behind it to check alignment of data fields.

- Tweak the locations of the items to line up with the form.

It took some trial and error, and there may be an easier way, but I've been doing live chat and Live Q&A with Sage and they set up callbacks.  Nobody has called.  I called the 800 number and they aren't accepting calls....so this was my solution and it worked.  Good luck and happy new year!

Thank you for the response, I was missing how to do the "read next file record" step!

Thanks so much - it worked but my word what a chore.  I have nearly 35 pages of practice sheets to get it to print correctly.  For others that are customizing their forms - one tip I found is to right click the number on the form (since it doesn't tell you what the item is) so that you know which one needs adjusting and where to put it.  And even with that, 35 pages of practice sheets later....Sage really should change this.  I know they're just trying to get us to buy the payroll/tax package but with 4 employees, it's not worth it to me.  Now on to "customize" the 1096.  Wish me luck.  Thanks again!

I hear ya, it was a lot of tinkering!  BUT on a positive note, the 1096 worked perfectly for me!  

I missed that step for a long time and I literally did a little dance when I figured it out!  :)

Hi Katy04 very helpful above thank you, I cannot get the command "Read next file record"  to work, I added it no problem, but I just get a repeat of the above vendor, same name, what do you mean by put the field between the data? I tried to do that just above the bottom Address section, please help!

KJ

Hi KJ15 - You don't need to modify the forms files. Simply email me at [email protected] and I'll happily email you the forms that are already formatted.