Creating a Form



Creating a Tax Form:

1) Select Tax Forms from the menu bar and select specific tax form from the drop-down.


2) Select the payer/company from the Payer/Company drop-down.

3) Select the recipient from the Recipients without Filed Forms window.

4) Enter tax information in the data fields on the form.

5) Click Save.


If recipient/payee is not listed in the Recipient/payees (forms not ready to file) box, then please use the following below link to review instructions:

Recipient does not appear W2

Note > We are now supporting File Direct-to-State (See Article link below for more details):





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