--- title: "Generate Form 8027 Reports" slug: "workforce-reports-generating-form-8027-reports" description: "Generate, edit, and create electronic IRS Form 8027 tip and sales reports in R365 Workforce Payroll for annual filing." updated: 2025-08-26T16:59:42Z published: 2025-08-26T16:59:42Z canonical: "docs.restaurant365.com/workforce-reports-generating-form-8027-reports" --- > ## 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. # Generate Form 8027 Reports This article reviews the steps to generate and edit an 8027 report and how to create electronic files for 8027 Reports on the [Form 8027 page](/doc/docs/workforce-reports-form-8027-page-coming-soon). > The 8027 report **requires setup** prior to use. Please refer to the [Form 8027 Overview](/doc/docs/workforce-reports-form-8027-overview-and-setup) article for setup instructions. --- ## Generating A New Form 8027 Report *Click images to enlarge*     | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(381).png?sv=2026-02-06&spr=https&st=2026-11-14T05%3A52%3A22Z&se=2026-11-14T06%3A52%3A22Z&sr=c&sp=r&sig=sJORTqnq1Gu2d6Gyj73w3vi3RvmivUIy0aXiZKP%2BqRQ%3D) | Navigate to the Form 8027 page. | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(392).png?sv=2026-02-06&spr=https&st=2026-11-14T05%3A52%3A22Z&se=2026-11-14T06%3A52%3A22Z&sr=c&sp=r&sig=sJORTqnq1Gu2d6Gyj73w3vi3RvmivUIy0aXiZKP%2BqRQ%3D) | | --- | --- | --- | | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(383).png?sv=2026-02-06&spr=https&st=2026-11-14T05%3A52%3A22Z&se=2026-11-14T06%3A52%3A22Z&sr=c&sp=r&sig=sJORTqnq1Gu2d6Gyj73w3vi3RvmivUIy0aXiZKP%2BqRQ%3D) | Click the **Generate New Form** button. | | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(384).png?sv=2026-02-06&spr=https&st=2026-11-14T05%3A52%3A22Z&se=2026-11-14T06%3A52%3A22Z&sr=c&sp=r&sig=sJORTqnq1Gu2d6Gyj73w3vi3RvmivUIy0aXiZKP%2BqRQ%3D) | Select the desired **locations.** > Multiple locations can be selected; a separate report will be generated for each location selected. | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(393).png?sv=2026-02-06&spr=https&st=2026-11-14T05%3A52%3A22Z&se=2026-11-14T06%3A52%3A22Z&sr=c&sp=r&sig=sJORTqnq1Gu2d6Gyj73w3vi3RvmivUIy0aXiZKP%2BqRQ%3D) | | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(385).png?sv=2026-02-06&spr=https&st=2026-11-14T05%3A52%3A22Z&se=2026-11-14T06%3A52%3A22Z&sr=c&sp=r&sig=sJORTqnq1Gu2d6Gyj73w3vi3RvmivUIy0aXiZKP%2BqRQ%3D) | Select the desired **year.** | | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(386).png?sv=2026-02-06&spr=https&st=2026-11-14T05%3A52%3A22Z&se=2026-11-14T06%3A52%3A22Z&sr=c&sp=r&sig=sJORTqnq1Gu2d6Gyj73w3vi3RvmivUIy0aXiZKP%2BqRQ%3D) | Click **Generate.** > If an 8027 report has already been generated for a selected location and year, the existing report will be replaced. | | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(387).png?sv=2026-02-06&spr=https&st=2026-11-14T05%3A52%3A22Z&se=2026-11-14T06%3A52%3A22Z&sr=c&sp=r&sig=sJORTqnq1Gu2d6Gyj73w3vi3RvmivUIy0aXiZKP%2BqRQ%3D) | Wait for the report to generate. The report will appear on the Form 8027 page with the status of 'Generating'. The report's status will change to 'Generated' once it is complete. | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(394).png?sv=2026-02-06&spr=https&st=2026-11-14T05%3A52%3A22Z&se=2026-11-14T06%3A52%3A22Z&sr=c&sp=r&sig=sJORTqnq1Gu2d6Gyj73w3vi3RvmivUIy0aXiZKP%2BqRQ%3D) | --- ## Editing A Form 8027 Report For instructions on completing IRS form 8027, please refer to the [IRS Form 8027 Instructions (irs.gov)](https://www.irs.gov/instructions/i8027). *Click images to enlarge*     | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(381).png?sv=2026-02-06&spr=https&st=2026-11-14T05%3A52%3A22Z&se=2026-11-14T06%3A52%3A22Z&sr=c&sp=r&sig=sJORTqnq1Gu2d6Gyj73w3vi3RvmivUIy0aXiZKP%2BqRQ%3D) | Navigate to the **Form 8027 page.** | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(395).png?sv=2026-02-06&spr=https&st=2026-11-14T05%3A52%3A22Z&se=2026-11-14T06%3A52%3A22Z&sr=c&sp=r&sig=sJORTqnq1Gu2d6Gyj73w3vi3RvmivUIy0aXiZKP%2BqRQ%3D) | | --- | --- | --- | | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(383).png?sv=2026-02-06&spr=https&st=2026-11-14T05%3A52%3A22Z&se=2026-11-14T06%3A52%3A22Z&sr=c&sp=r&sig=sJORTqnq1Gu2d6Gyj73w3vi3RvmivUIy0aXiZKP%2BqRQ%3D) | Confirm that the desired report is in the **status of 'Generated'.** | | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(384).png?sv=2026-02-06&spr=https&st=2026-11-14T05%3A52%3A22Z&se=2026-11-14T06%3A52%3A22Z&sr=c&sp=r&sig=sJORTqnq1Gu2d6Gyj73w3vi3RvmivUIy0aXiZKP%2BqRQ%3D) | Click on the **desired report.** | | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(385).png?sv=2026-02-06&spr=https&st=2026-11-14T05%3A52%3A22Z&se=2026-11-14T06%3A52%3A22Z&sr=c&sp=r&sig=sJORTqnq1Gu2d6Gyj73w3vi3RvmivUIy0aXiZKP%2BqRQ%3D) | Review **Location Information** and adjust if needed. The following fields are required and the form will not save if left blank: - Type of Establishment - Allocation Method | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(396).png?sv=2026-02-06&spr=https&st=2026-11-14T05%3A52%3A22Z&se=2026-11-14T06%3A52%3A22Z&sr=c&sp=r&sig=sJORTqnq1Gu2d6Gyj73w3vi3RvmivUIy0aXiZKP%2BqRQ%3D) | | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(386).png?sv=2026-02-06&spr=https&st=2026-11-14T05%3A52%3A22Z&se=2026-11-14T06%3A52%3A22Z&sr=c&sp=r&sig=sJORTqnq1Gu2d6Gyj73w3vi3RvmivUIy0aXiZKP%2BqRQ%3D) | Review **Employer Info** and adjust if needed. > The Establishment Number is required to create an electronic file. > Editing the Establishment Number will update the associated Location Record. | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(397).png?sv=2026-02-06&spr=https&st=2026-11-14T05%3A52%3A22Z&se=2026-11-14T06%3A52%3A22Z&sr=c&sp=r&sig=sJORTqnq1Gu2d6Gyj73w3vi3RvmivUIy0aXiZKP%2BqRQ%3D) | | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(387).png?sv=2026-02-06&spr=https&st=2026-11-14T05%3A52%3A22Z&se=2026-11-14T06%3A52%3A22Z&sr=c&sp=r&sig=sJORTqnq1Gu2d6Gyj73w3vi3RvmivUIy0aXiZKP%2BqRQ%3D) | Review the **Lower Rate** setting. > A change to this field is only required if your organization has been granted a lower rate by the IRS. The standard 8% rate is used by default. | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(398).png?sv=2026-02-06&spr=https&st=2026-11-14T05%3A52%3A22Z&se=2026-11-14T06%3A52%3A22Z&sr=c&sp=r&sig=sJORTqnq1Gu2d6Gyj73w3vi3RvmivUIy0aXiZKP%2BqRQ%3D) | | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(388).png?sv=2026-02-06&spr=https&st=2026-11-14T05%3A52%3A22Z&se=2026-11-14T06%3A52%3A22Z&sr=c&sp=r&sig=sJORTqnq1Gu2d6Gyj73w3vi3RvmivUIy0aXiZKP%2BqRQ%3D) | Review the **Data lines 1-5 and 8,** adjust if needed. The data fields are populated with calculations based on the data in R365 and job, POS sales category, and operational reporting category setup. Fields may require manual adjustment to account for data not in R365. Learn more about [Form 8027 setup here.](/doc/docs/workforce-reports-form-8027-overview-and-setup) | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(399).png?sv=2026-02-06&spr=https&st=2026-11-14T05%3A52%3A22Z&se=2026-11-14T06%3A52%3A22Z&sr=c&sp=r&sig=sJORTqnq1Gu2d6Gyj73w3vi3RvmivUIy0aXiZKP%2BqRQ%3D) | | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(390).png?sv=2026-02-06&spr=https&st=2026-11-14T05%3A52%3A22Z&se=2026-11-14T06%3A52%3A22Z&sr=c&sp=r&sig=sJORTqnq1Gu2d6Gyj73w3vi3RvmivUIy0aXiZKP%2BqRQ%3D) | Review Data lines 6 and 7. Lines 6 and 7 are calculated based on data in lines 1-5 and the Lower Rate section. Adjusting any of these amounts will automatically recalculate both lines 6 and 7. | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(400).png?sv=2026-02-06&spr=https&st=2026-11-14T05%3A52%3A22Z&se=2026-11-14T06%3A52%3A22Z&sr=c&sp=r&sig=sJORTqnq1Gu2d6Gyj73w3vi3RvmivUIy0aXiZKP%2BqRQ%3D) | | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(391).png?sv=2026-02-06&spr=https&st=2026-11-14T05%3A52%3A22Z&se=2026-11-14T06%3A52%3A22Z&sr=c&sp=r&sig=sJORTqnq1Gu2d6Gyj73w3vi3RvmivUIy0aXiZKP%2BqRQ%3D) | Click **Save.** | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(401).png?sv=2026-02-06&spr=https&st=2026-11-14T05%3A52%3A22Z&se=2026-11-14T06%3A52%3A22Z&sr=c&sp=r&sig=sJORTqnq1Gu2d6Gyj73w3vi3RvmivUIy0aXiZKP%2BqRQ%3D) | --- ## Creating Electronic Files After an 8027 report has been generated and edited, it can be included in an electronic file. Multiple reports can be included in the same electronic file. If the selected reports are associated with multiple legal entities, a single electronic file is created for each legal entity that contains all of its associated reports. Follow these steps to create electronic files: *Click images to enlarge*     | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(381).png?sv=2026-02-06&spr=https&st=2026-11-14T05%3A52%3A22Z&se=2026-11-14T06%3A52%3A22Z&sr=c&sp=r&sig=sJORTqnq1Gu2d6Gyj73w3vi3RvmivUIy0aXiZKP%2BqRQ%3D) | Navigate to the Form 8027 page. | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(402).png?sv=2026-02-06&spr=https&st=2026-11-14T05%3A52%3A22Z&se=2026-11-14T06%3A52%3A22Z&sr=c&sp=r&sig=sJORTqnq1Gu2d6Gyj73w3vi3RvmivUIy0aXiZKP%2BqRQ%3D) | | --- | --- | --- | | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(383).png?sv=2026-02-06&spr=https&st=2026-11-14T05%3A52%3A22Z&se=2026-11-14T06%3A52%3A22Z&sr=c&sp=r&sig=sJORTqnq1Gu2d6Gyj73w3vi3RvmivUIy0aXiZKP%2BqRQ%3D) | Select one or more of the **desired reports**. | | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(384).png?sv=2026-02-06&spr=https&st=2026-11-14T05%3A52%3A22Z&se=2026-11-14T06%3A52%3A22Z&sr=c&sp=r&sig=sJORTqnq1Gu2d6Gyj73w3vi3RvmivUIy0aXiZKP%2BqRQ%3D) | Click the **Create Electronic File** button. | | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(385).png?sv=2026-02-06&spr=https&st=2026-11-14T05%3A52%3A22Z&se=2026-11-14T06%3A52%3A22Z&sr=c&sp=r&sig=sJORTqnq1Gu2d6Gyj73w3vi3RvmivUIy0aXiZKP%2BqRQ%3D) | Confirm that the appropriate **Transmitter Control Code** issued by the IRS is entered. Learn more about [TCC here](https://www.irs.gov/tax-professionals/about-information-returns-ir-application-for-transmitter-control-code-tcc-for-filing-information-returns-electronically-fire). (irs.gov) > Edits to this number are saved and auto-populated when additional electronic files are created. | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(403).png?sv=2026-02-06&spr=https&st=2026-11-14T05%3A52%3A22Z&se=2026-11-14T06%3A52%3A22Z&sr=c&sp=r&sig=sJORTqnq1Gu2d6Gyj73w3vi3RvmivUIy0aXiZKP%2BqRQ%3D) | | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(386).png?sv=2026-02-06&spr=https&st=2026-11-14T05%3A52%3A22Z&se=2026-11-14T06%3A52%3A22Z&sr=c&sp=r&sig=sJORTqnq1Gu2d6Gyj73w3vi3RvmivUIy0aXiZKP%2BqRQ%3D) | Select the appropriate filing **options**. | | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(387).png?sv=2026-02-06&spr=https&st=2026-11-14T05%3A52%3A22Z&se=2026-11-14T06%3A52%3A22Z&sr=c&sp=r&sig=sJORTqnq1Gu2d6Gyj73w3vi3RvmivUIy0aXiZKP%2BqRQ%3D) | Click **CREATE EFILE**. The created electronic file will be downloaded as a .txt file. | | Structured documents that provide insights and summaries of various operational metrics and financial data. Restaurant365 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). An organization or company configured in R365 that represents a distinct legal and tax-reporting unit. Legal entities contain one or more locations and define how financial and operational activity is grouped, reported, and filed.