Create reports

Learn how to generate Transmittal, Totals, and Summary reports for your orders, including details and totals for different form types.

eFileMyForms offers three types of reports.

Transmittal Report: Provides an unofficial 1096/W-3/1042-T transmittal for the 1099/W-2/1042-S series forms included in your order.
Note:
1096 Transmittal Reports aren't available until after an order is placed.
Totals Report: Provides summary box totals and grand totals for each form type in your order.
Summary Report: Provides the details of each individual form and recipient in your order.
Note:
Summary Reports won't be generated if your report contains more than 100 records. In that case, use the Totals Report instead.

Create reports for orders that have already been placed

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

On the menu, click Order History.
On the Order History page, click the icon in the Totals Report, Summary Report, or Transmittal Report columns, depending on the type of report you want to generate for your order.

This will open a new tab and generate your report.
On the report page, click Print Page to save and print the report.

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

Click View Cart or My Cart.
On the Shopping Cart page, click Totals Report or Summary Report.

This will open a new tab and generate your report.
On the report page, click Print Page to save and print the report.