Using the Payer/Company Information Screens:
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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.
Kind of Payer for Form W-2 and W-3:
- 941 - Employer's QUARTERLY Federal Tax Return
- 944 - Employer's ANNUAL Federal Tax Return - See > www.irs.gov/forms-pubs/about-form-944
- 943 - Employer's Annual Tax Return for Agricultural Employees, and you file Form W-2 for agricultural employees.
- Military - You are a military employer and you file Form W-2 for members of the uniformed services
- Railroad CT-1 – You are a railroad employer and you file Form W-2 for employees covered under the Railroad Retirement Tax Act (RRTA)
- Household employer - You are a household employer, you file Form W-2 for household employees, and you do not include the household employees' taxes on Form 941 or Form 943
- Medicare government employee - You are a U.S., state, or local agency and you file Form W-2 for employee’s subject only to the 1.45% Medicare tax
NOTE: Form 944 is designed so the smallest employers (those whose annual liability for social security, Medicare, and withheld federal income taxes is $1,000 or less) will file and pay these taxes only once a year instead of every quarter.
For more information see > Kind-of-Payer-Kind-of-Employer-Error-on-W-2
6) The tax form will be refreshed and your changes will be displayed on the tax form.