How to edit Payers

Using the Payer/Company Information Screens:


1) Select Payers & Recipients from the menu bar then select Manage Payers & Recipients from the drop-down.



2)  Select the payer/company you need to edit from the Payer/Company Name drop-down.

3) Click View/Edit.


4)  Make necessary changes.




5)  When you are finished making all edits, click Save.


Editing a payer/company directly in the tax form:

1) Select Tax Forms from the menu bar then select the specific tax form from the drop-down.


2) Select the payer/company from Payer/Company drop-down.

3) Select the recipient you need to edit from the recipient list in the bottom window.

Note: Recipient/Payee list can be sorted in the following ways (SSN, First Name, Last Name, Name 2, or ID number).  Click the Sort by drop-down list to select the way you want to sort your recipients/payees and choose if you want to sort the top or bottom window.

4) Click in the payer/company fields where you want to make a change and hit Enter.

5) The Edit Payer screen will pop-up, make your changes and click Save.

6) The tax form will be refreshed and your changes will be displayed on the tax form.


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