How to merge two or more databases to print State or Federal Tax Forms

Merge data from multiple companies to print State or Federal Tax Forms.

1. Open the State or Federal Tax form.
2. Select Edit.
3. Select Company Setup.
4. On Multiple Payroll Data Files screen, choose Yes, I use multiple payroll data files for this EIN.
5. Complete all missing information on form.
6. Close the State or Federal Tax form.
7. Select No to save your work-in-progress.
8. Reopen the State or Federal Tax form.
9. Select Export.
10. Note the directory the file is saving to.
11. Enter a Password if it should be Password protected.
12. Select OK.
13. Open the second company and follow steps 1-12.
14. Check both saved files.
15. Select Merge.
16. Verify total number of employees is correct.
17. Select OK.
18. Verify that the Tax Form now has all employees for both companies.

Note: This procedure must be followed for each form, as the information exported is unique to the form. For example, you would not use exported files for a 941 filing in order to file your 940 report.

Note: For the 941 you have to Save/Export all the companies including the one you are trying to merge into.

Chat with support