Using the Manage Payer & Recipient Screen:
(All images within article contain fictitious data for testing purposes)
NOTE: You must first create a Payer Company in order to Create Recipients.
How-to-Create-Payers-Enter-State-ID
1) Select Payers & Recipients from the menu bar then select Manage Payers & Recipients from the drop-down.
2) Select payer/company from the Payer/Company drop-down.
3) Click Add Recipients Manually.
4) Enter all recipient information (Bold fields are Required fields) and click Save & Add Another if you have multiple recipients to add or click Save to return to the Manage Payers & Recipients screen.
Recipient Tax ID:
The following numbers are not accepted in any TIN type format:
- 078051120
- 219099999
- 721074426
Note: Do not use the Alternate Name field when creating a W-2
Creating a recipient/payee in the tax forms:
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) Click New - Payer/Company will populate on the form
4) Click in the Recipient name box
5) Enter the New Recipient
6) Click Save.
Repeat the process to continue creating new recipients/payees in the tax forms.
See additional Support Article below as needed:
https://support.custsupp.com/hc/en-us/articles/360003293094-How-to-create-a-Recipient-as-a-Company