Using the Manage Payer & Recipient Screen:
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.
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.
4) Enter the Recipient information and Tax data into tax form.
5) Click Save.
6) Repeat the process to continue creating new recipients/payees in the tax forms.