How to Create & Print Forms on (EFile Site)

Another great option is directly using our secure E-File Site Platform, in order to create Tax Forms and complete your Filings!  

Below explains how you can create & print a form directly on E-File Site:

From your Dashboard select Create a Forms in the drop down select the type of form you will be creating. 

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1. Select Payer 

2. Select Recipient 

3. Enter amount reporting and add direct-to-State service if needed if State is Supported you will see the option to add this service by placing check mark in box. 

Example Below:

4. Save & File More. Once you Save form it Will move form to Forms in Progress 

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5. Select Payer 

6. Select Type of Service (software customer Efile only for free efile) E-file, Print & Mail / Print & Mail Only or Correction additional fee

7. Add to Cart

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8. Proceed to Checkout

 

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9. Place Order - After order is placed forms will move to Filed Forms

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Filed Forms - Printing Payer or Recipient copies

10. Select Payer and Recipient to print 

11. Select Copy - Form will download to a pdf 

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