If certain employees’ EA Forms are not appearing or cannot be generated, it is usually caused by incorrect settings in either the EA Form generation requirements or the employee’s tax category. Follow the steps below to check and correct both possible causes to ensure the EA Form is generated successfully.
If it's in Classic View:
Solution 1: EA form generation requirements:
Go to the Government.
Select Income Tax Reports.
In Government Reports, select CP 8A.
Click Generate.
In Generate EA Form Figures.
Under the Minimum pay required to print EA Form section, set to Zero.
Click OK, OK, OK, and then Preview.
Or,
Solution 2: Employee's tax category:
Go to Personnel.
Select Add/Update Employee.
In Personnel File Maintenance.
Click the tab Govern.
Under the TAX section.
Change Category to 1.
Click on Save and then Exit.
Go to the Government.
Select Income Tax Reports.
In Government Reports, select CP 8A.
Click Generate.
Click OK and then Preview.
If it's in Modern View:
Solution 1: EA form generation requirements:
Go to Report, Statutory Report.
Select Income Tax.
Select CP 8A yearly.
Click Generate.
In Generate EA Form Figures.
Under the Minimum pay required to print EA Form section, set to Zero.
Click OK, OK, OK, and then Preview.
Or,
Solution 2: Employee's tax category:
Go to Employee.
Select Double-click the employee's name.
In Statutory Info.
Under TAX submission Info.
Change Category to 1.
Click on Save and then Exit.
Go to Report, Statutory Report.
Select Income Tax Reports.
Select CP 8A.
Click Generate.
Click OK and then Preview.