NOTE: You MUST use the current year software when creating current year Tax Forms due to any IRS/SSA changes that may have been set for filing year.
Creating a Tax Form:
Note: All images consist of fictitious data - Test Purposes Only.
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 and you will now see Recipient in the Recipients/payees (forms ready to file) box.
6) Please repeat the same steps for each Recipient/Payee and this will move them all into (forms ready to file) box.
NOTE: If you need to create a second form for same recipient, simply select the Recipient, then select the "New" button.
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:
Note > We are now supporting File Direct-to-State (See Article link below for more details):
Direct-to-State-Filing-Combined-Federal-State-Program
W-2 and W-2C 2025
New Requirement: The following Employer Information fields (RE/RCE record) are now required for electronic submissions. Submissions for this and previous years will be returned if any of these fields are left blank:
Employer Name
Employer Address
Contact Name
Contact Email Address
Contact Phone Number
If your getting the follow message > Employer email is required to file Form W-2 or W-2C.
Select OK this will bring up the Payer information for you to add the email address and save