Sage Construction & Real Estate

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Payroll Federal eFile

Posted By Rita C over 5 years ago

Our payroll group is in the process of performing their Federal eFile process and had a few questions. When they first select Tasks > Federal eFile in Payroll, the window opens providing a list of team members. The list for one of our companies provides team members that have not been with our company for many years. We’re trying to determine what field the tasks links to in order to exclude exited team members. Do you know the answer?

Derek Vink over 5 years ago

Moving this post to the Sage 300 CRE forum in the Sage Construction and Real Estate Support Group.

Thanks,

Derek
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Jesse Gordon over 5 years ago

Hi Rita,

The employee list you see when generating tax forms is the list of all employees in your company. You do not have to do anything with the list, if the employee didn't have any wages in the reporting year, they will automatically be excluded when generating.

To clean up the list of employees in Payroll, you can archive them. Here is a link to the instructions for archiving:

https://support.na.sage.com/selfservice/viewdocument.do?noCount=true&externalId=22468

Thanks!
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