How to create reports

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

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.
   
   
   
   
2. On the Shopping Cart page, select Totals Report, or Summary Report. This will open a new tab and generate your report.
   
   
   
   
3. On your report page, click Print Page if you want to print the report.
   
   
   

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