Using the Recipient/Payee information Screens:
1) Select Payers & Recipients from the menu bar then select Manage Payers & Recipients from the drop-down.
2) Select the payer/company (the recipient you need to edit is listed under) from Payer/Company drop-down.
3) Select the recipient/payee you need to edit from recipient window.
4) Click View/Edit.
5) Make necessary changes and click Save.
Editing a recipient/payee 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 recipient/payee fields where you want to make a change and hit Enter.
5) The Edit Recipient 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.
See additional related Support Article below as needed (How to Edit Payer):
https://support.custsupp.com/hc/en-us/articles/210240206-How-to-edit-Payers