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
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.
6) Please repeat the same steps for each Recipient/Payee and this will move them all into (forms ready to file) box.
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