Creating a Form



Choosing 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.

We are now supporting File Direct for state:

Note:  W-2 your employee is not listed in the Recipient/payees (forms not ready to file) 

Under Payers & Recipients you will need to remove the Alternative name






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