Run the ISR Tax Format 37 concurrent process from the Submit Request window.

1. Select ISR Tax Format 37 in the Name field.

2. Click on the parameters field if the Parameters window does not automatically open.

3. Select the reporting year.

4. Specify the Legal Employer whose data you archived through the Year End Archiver.

5. Choose your selection criteria:

   • Assignment Set

   • CURP

   • Employee Name

   • Location

   • Organization

6. Based on your selection criteria, use the activated field to identify the assignment(s) you want to report on.

7. Specify the sort options.

8. If necessary, specify the folio number and date you want printed on the Format 37.

9. Specify the template name.

   You can use the default ISR Tax Format 37, Format 37 with the year-end legend, or create one of your own. Use XML Publisher (XDO) to create a new template.

   Note: You must register any template you create with the ISR Tax Format 37 data sources, using the XML Publisher Administrator responsibility.

10. Click OK and then Submit.