How to create reports

  • Updated

1096 Transmittal reports are not available until after an order is placed.

Summary Reports won’t be generated if you have more than 100 records in the report. If this is the case, please use the Totals Report instead.


eFileMyForms offers three kinds of reports:

  1. Transmittal Report - Provides an unofficial 1096/W-3/1042-T transmittal for the 1099/W-2/1042-S series forms in your order.
  2. Totals Report - Provides summary box totals, and grand totals, for each form type in your order.
  3. Summary Report - Provides the individual details of each form and recipient in your order.

Generating reports if an order has already been placed

  1. Click Order History on the top menu.

    Image of the Home page with a callout on the Order History button.

  2. On the Order History page go to the Totals Report, Summary Report, or Transmittal Report columns.

    Image of the Order History page with a callout on the Totals, Summary, and Transmittal report columns.

  3. Click the report icon for the Order # and report type. This will open a new tab and generate your report.
  4. On the report page, click Print Page if you want to print the report.

    Image of a Totals Report form with a callout on the Print Page button.

 

Some report options might be missing based on the form type and the number of forms in your order.

Generating reports for items currently in your cart

  1. Click View Cart or My Cart.

    Image of the Home page with callouts on the View Cart and My Cart buttons.

  2. On the Shopping Cart page, select Totals Report, or Summary Report. This will open a new tab and generate your report.

    Image of the Shopping Cart page with a callout on the Totals Report and Summary Report buttons.

  3. On your report page, click Print Page if you want to print the report.

    Image of a Totals Report form with a callout on the Print Page button.

 

Some report options might be missing based on the form type and the number of forms in your order.

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