Change Report Options

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You don't have to return to QuickBooks if you decide that you want to generate a different tax form worksheet, or perhaps change the report dates.  The steps differ slightly, depending upon your Excel version:

• Excel 2003 or earlier: Choose Get QuickBooks Data or Update Tax Worksheet from the floating QuickBooks Link or QuickBooks Tax Link toolbars, respectively.  These toolbars are easy to restore if you inadvertently close them: right-click on any of your Excel toolbars, and then choose QuickBooks link or QuickBooks Tax link.
  
  
• Excel 2007: Click on the Add-Ins tab of the ribbon, choose QB Payroll Summary Reports in the Custom Toolbars section, and then choose either Get QuickBooks Data to update the payroll summary, or Update Tax Worksheet to update a tax form.

Note: If you simply change the dates for the payroll summary or a tax form, your existing worksheet will be overwritten.  However, if you choose a different tax form, an additional worksheet will appear within your workbook.