--- title: "Form 8027 Page" slug: "workforce-reports-form-8027-page" description: "Form 8027 page — view reports by location and year, generate new reports, create electronic files, and mark reports complete." updated: 2025-08-21T21:27:53Z published: 2025-08-21T21:27:53Z canonical: "docs.restaurant365.com/workforce-reports-form-8027-page" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Form 8027 Page This article reviews the Form 8027 page. Here, users can generate, view, edit, and delete [Form 8027 reports.](/doc/docs/workforce-reports-form-8027-overview-and-setup) --- ## Navigation Payroll → Taxes → Form 8027 ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-MPXWQCBQ.png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A40Z&se=2026-11-13T01%3A56%3A40Z&sr=c&sp=r&sig=lBt9icJzbeJE9nk7JcJi00EdnOLKc7coUoOt6Pq7qoA%3D) --- ## Security The permissions listed here are associated with the Form 8027 page. These permissions can be added to **custom user roles** or single **users**. Learn more about [managing permissions and custom user roles here](/doc/docs/custom-user-roles). Payroll → Workforce Payroll → Reports → Form 8027 → - View Form 8027 - Edit Form 8027 The [Permission Access report](/doc/docs/generating-a-permissions-access-report) can be used to determine which [user roles](/doc/docs/security-permissions-user-roles) or [users](https://help.restaurant365.net/support/login) already have these permissions assigned. Learn more about [user setup and security here](/doc/docs/user-setup-security-and-location-access). --- ## Form 8027 Page Buttons and Fields ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(405).png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A40Z&se=2026-11-13T01%3A56%3A40Z&sr=c&sp=r&sig=lBt9icJzbeJE9nk7JcJi00EdnOLKc7coUoOt6Pq7qoA%3D) | | **Field** | **Description** | | --- | --- | --- | | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(381).png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A40Z&se=2026-11-13T01%3A56%3A40Z&sr=c&sp=r&sig=lBt9icJzbeJE9nk7JcJi00EdnOLKc7coUoOt6Pq7qoA%3D) | Sales Account Categories | POS sales categories that are associated with service charges of less than 10% that are paid to employees as wages. Sales category selections are saved and will be used for all generated reports at all locations. Please refer to the [IRS Form 8027 instructions (irs.gov)](https://www.irs.gov/instructions/i8027#en_US_2022_publink10008307) for additional information. | | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(383).png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A40Z&se=2026-11-13T01%3A56%3A40Z&sr=c&sp=r&sig=lBt9icJzbeJE9nk7JcJi00EdnOLKc7coUoOt6Pq7qoA%3D) | Generate New Form | Click to generate a new 8027 report for a desired location and year. > If an 8027 report already exists for the desired location and year, that report will be replaced when a new one is generated. | | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(384).png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A40Z&se=2026-11-13T01%3A56%3A40Z&sr=c&sp=r&sig=lBt9icJzbeJE9nk7JcJi00EdnOLKc7coUoOt6Pq7qoA%3D) | Create Electronic File Button | Click to create electronic file(s) with details from the selected reports (#7). > One electronic file will be created for each legal entity associated with the selected reports. > This button is disabled when no reports are selected. | | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(385).png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A40Z&se=2026-11-13T01%3A56%3A40Z&sr=c&sp=r&sig=lBt9icJzbeJE9nk7JcJi00EdnOLKc7coUoOt6Pq7qoA%3D) | Search | Filters the grid for reports where the Location and/or Created By columns contain the entered text. | | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(386).png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A40Z&se=2026-11-13T01%3A56%3A40Z&sr=c&sp=r&sig=lBt9icJzbeJE9nk7JcJi00EdnOLKc7coUoOt6Pq7qoA%3D) | Smart Grid Controls | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(406).png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A40Z&se=2026-11-13T01%3A56%3A40Z&sr=c&sp=r&sig=lBt9icJzbeJE9nk7JcJi00EdnOLKc7coUoOt6Pq7qoA%3D)- Filter column information. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(407).png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A40Z&se=2026-11-13T01%3A56%3A40Z&sr=c&sp=r&sig=lBt9icJzbeJE9nk7JcJi00EdnOLKc7coUoOt6Pq7qoA%3D) - Refresh the grid. | | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(387).png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A40Z&se=2026-11-13T01%3A56%3A40Z&sr=c&sp=r&sig=lBt9icJzbeJE9nk7JcJi00EdnOLKc7coUoOt6Pq7qoA%3D) | 8027 Report | 8027 report generated for a specific location and year. Click to view and/or edit report details. Learn more about [generating and editing the 8027 report here.](/doc/docs/workforce-reports-generating-form-8027-reports-coming-soon) > Reports that have a status of 'Completed' cannot be edited. | | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(388).png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A40Z&se=2026-11-13T01%3A56%3A40Z&sr=c&sp=r&sig=lBt9icJzbeJE9nk7JcJi00EdnOLKc7coUoOt6Pq7qoA%3D) | Bulk Select Checkbox | Click to select a report to include when creating an electronic file (#3). | | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(390).png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A40Z&se=2026-11-13T01%3A56%3A40Z&sr=c&sp=r&sig=lBt9icJzbeJE9nk7JcJi00EdnOLKc7coUoOt6Pq7qoA%3D) | Trashcan Icon![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/a4931144-3c52-4ab3-8b53-4a358931d55b.png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A40Z&se=2026-11-13T01%3A56%3A40Z&sr=c&sp=r&sig=lBt9icJzbeJE9nk7JcJi00EdnOLKc7coUoOt6Pq7qoA%3D) | Click to delete the associated report. | | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(391).png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A40Z&se=2026-11-13T01%3A56%3A40Z&sr=c&sp=r&sig=lBt9icJzbeJE9nk7JcJi00EdnOLKc7coUoOt6Pq7qoA%3D) | Action Menu | Contains the following actions for the associated report: **Mark Complete** - Click to change the report status to 'Completed'. > This option is only displayed for reports in the 'Generated' status. **Mark Not Complete** - Click to change the report status to 'Generated'. > This option is only displayed for reports in the 'Completed' status. | ### Form 8027 Grid Columns | **Column** | **Description** | | --- | --- | | Requested | Date and time report was generated. | | Location | Location associated with the report. | | Year | Year associated with the sales and tip data in the report. | | Created By | User who generated the report. | | Status | **Generating** - Report is being created. **Generated** - Report is created and is open for editing. **Completed** - Report has been marked as submitted and has been locked from editing. **Errored** - There was a problem generating the report. Delete the report and regenerate it. If the problem persists, please contact [R365 Support](https://help.restaurant365.net/en/support/tickets/new). | POS (Point of Sale) A system used by businesses to process sales transactions and manage customer payments. Connected to R365 through a [POS integration](/doc/docs/pos-integration-overview).