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.