More than 40 years of Excellence

In more than 40 years of supplying tax forms to hundreds of thousands of customers nationwide, RRD has never had a single tax form rejected by the Internal Revenue Service (IRS) or the Social Security Administration (SSA) for improper design.

Our quality, service, and products have earned us the loyalty and respect of our many long-time tax form customers.

Advantages of Working With RRD

Man filling out Tax forms at desk

Oracle PeopleSoft Tax Form Program

RRD is pleased to offer a tax form program exclusively for Oracle PeopleSoft customers using Payroll for North America software (formerly known as PeopleSoft Payroll).

This program provides guaranteed Payroll for North America software compatibility and great cost savings on all U.S. payroll year-end tax forms and tax form envelopes.

View Oracle PeopleSoft Tax Charts

Ordering Information

  • By Telephone

    Telephone Ordering

    1. Contact Ryan Souza at 925.464.0408 with your PeopleSoft contract number T023 and customer number 8593 or 521836 in order to receive the Oracle PeopleSoft discount pricing. For additional information contact Richard Hudson at 209.601.8250.
    2. We prefer credit card orders. We accept VISA, MasterCard, and American Express.
    3. Please have the following information ready before calling:
      • Credit card type, credit card number, expiration date and name as it appears on the card
      • Billing address and attention line
      • Shipping address and attention line
      • RRD form number(s)
      • Statements & Notices
      • Purchase order number
      • Any other information your company requires for processing transactions.
    4. If you are a tax exempt customer please let the representative know.
      • If you are not tax exempt, proceed with order.
      • *Reminder: RRD will not guarantee tax credit for misrepresentation of non-exemption. Therefore, if NO is answered, RR Donnelley will bill for tax and adjustments for exemption will not be made after Dec. 31st.*
      • If you are a tax exempt company, fax a tax exemption certificate to 916.927.4394 for your order to be processed. You must fax an exemption certificate for each order placed. Failure to do this will delay your order.
    5. If your order is over $1000 please fax the appropriate credit information (bank and trade references) to 916.927.4394. Failure to do this will delay your order.
    6. Orders for Pressure Seal item PSLW287PSBF cannot be placed by phone due to the required imprint information. Please see question 10 in the Frequently Asked Questions section for details.
    7. All standard orders will ship within 48 hours from our Iowa City, IA distribution facility. Imprint orders will take longer to process. Please let Ryan Souza know if you need to make special shipping arrangements (i.e., FedEx, or a specific carrier).
    8. Ryan Souza will supply you with an order confirmation number. You can use this number to call back to check on order status and to track your orders.

    Remember to place your orders early (by November 15) to insure that the forms are in stock.

    When you receive your tax forms IMMEDIATELY check for accuracy.

    Authorization must be received prior to any returns. See Return Policy section.

    No returns after December 1, 2022.

  • By Fax

    Fax Ordering

    Please do not fax in your order or PO if you have already placed it by phone. RRD will not be responsible for duplicate orders.

    FAX #: 916.927.4394

    Download Fax Ordering Form

    1. CUSTOMER NUMBER Field
      • The first number (8593) or (521836) refers to the Oracle PeopleSoft account. This number must be used to receive the program discount pricing.
      • The second number refers to the "SOLD TO" field. This is where the bill will be sent.
      • The third number refers to the "SHIP TO" field. This is where the product(s) will be sent.
    2. CONTACT NAME Field
      • Enter purchaser's full name.
      • Enter the telephone number where purchasing person can be reached.
    3. ATTN Field
      • Please specify name and/or department of receiving party.
    4. TAX EXEMPT Field
      • If you are not tax exempt circle NO and proceed with order.
      • *Reminder: RRD will not guarantee tax credit for misrepresentation of non-exemption. Therefore, if NO is circled, RRD will bill for tax and adjustments for exemption will not be made after Dec. 31st.*
      • If you are a tax exempt company circle YES and fax a tax exempt certificate along with your order form for your order to be processed. You must fax an exemption certificate for each order placed. Failure to do this will delay your order.
    5. PURCHASE ORDER # Field
      • We will not be able to process an order without a purchase order #. If you do not use purchase order #'s, your name is sufficient.
    6. SHIP VIA / SPECIAL INSTRUCTIONS Field
      • Please specify if order needs to be delivered by a specific carrier and/or special shipping or delivery methods. For example: ground, next day air, inside delivery or delivery at receiving dock, etc. If you do not need special shipping, indicate "Best Way."
    7. PREVIOUS ORDER Field
      • This specifies what was ordered last year. If this year's order is exactly the same, write "same" in the New Order Field.
    8. CREDIT
      • If your order is over $1000, please fill out attached credit application for your order to be processed. Failure to do this will delay your order.
    9. SELFMAILER ITEM PSLW287PSBF
      • Orders for these items require additional information. Please refer to question 10 in the Frequently Asked Questions section.
  • Return Policy

    Return Policy

    All return requests must be called into Ryan Souza at 925.464.0408.

    You will need to supply the following information:

    • Order Number
    • Company Name
    • Contact Name
    • Contact Phone Number
    • Item(s) to be returned
    • Reason for return
    • Replacement item needed

    No returns will be accepted after December 1, 2022.

  • Download Forms

    Download Forms

  • FAQs

    Frequently Asked Questions

    1. What is “Payroll for North America” software?
      "Payroll for North America" is the name of the payroll product that supports U.S. and Canadian payroll under the Oracle PeopleSoft Enterprise HCM.
    2. Can we use credit cards for payment?
      Yes! In fact this is our preferred means of payment. We accept VISA, MasterCard, and American Express.
    3. Which tax forms are compatible for Payroll for North America?
      Please refer to the included chart.
    4. What quantities are the tax forms packaged in?
      The forms generally come in packs of 500 sheets or cases of 2,000 sheets. Please refer to the included chart.
    5. What is the cost for the tax forms?
      It varies based upon the following factors: quantity, specific form or imprinting.
    6. How long will it take to receive my order?
      All standard orders will ship within 48 hours from our Iowa City, IA distribution facility. Imprint orders will take longer to process. Please let us know if you need special shipping arrangements for next day delivery. All forms pricing FOB Plant.
    7. Do you have samples or a catalog?
      Yes! Please refer to our website and click any of the links below “RRD Form No.” to view samples online. For live samples, contact Ryan Souza at 925.464.0408.
    8. Can we process blank tax forms on Payroll for North America software?
      In R.9, R9.1 and R9.2, we use XMLP functionality to print the PDF Form W-2 on blank paper. The W-2 instructions are pre-printed on back of the form. We support two forms: a W-2 laser, 4 down and W-2 laser, 4 down pressure seal self-mailer. This functionality is not available in prior releases. For releases prior to 9, you will continue to use the preprinted forms. Note: In Release 9, 9.1 and 9.2, you still have the option of using the preprinted forms without the XMLP functionality.
    9. What information do you need from me to place an order?
      Oracle/PeopleSoft customer number (8593), contract number (T023) in order to receive the program discount, credit card information, shipping and billing information, P.O.#, credit information (only if your order is over $1000), tax exemption certificate (if applicable), and any special instructions.
    10. What are the special ordering instructions for W-2 pressure seal vertical self mailer?
      (Item # PSLW287PSBF)
      This 4 vertical pressure seal self mailer is 100% in compliance with IRS specifications. This form requires imprinting of return address prior to delivery. Imprint Information Required. Please include with your order: Company Name, Address, City, State and Zip Code typed and exactly how you want it to appear in the return address field of the tax form. We cannot accept this information by phone. Hard copy must be provided. Please fax orders for this item to 916.927.4394.
      Failure to provide this information will cause your order to be placed on hold until the information is received
    11. Will the W-2 pressure seal forms PSLW287PSBF work on all pressure seal equipment?
      This form will work on most equipment. We recommend that samples are ordered and tested on your equipment prior to year end tax runs.
      Samples are available for testing at no cost. The Formax 2030 will not work with this form.
    12. What if the information I am printing is not aligning with the RR Donnelley tax form?
      If you are having trouble aligning your RR Donnelley forms, check the printer parameters and margin settings. Making small adjustments in your printer setup will ensure form compatibility. All tax forms are tested and confirmed to be compatible by the software producer.

Connect with Us.

We encourage you to contact us with any questions regarding tax forms.

Orders can be placed by phone or by fax.

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