Creating a Form

Choosing a Tax Form:

 

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

taxFormList.png

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.

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 https://support.custsupp.com/hc/en-us/articles/210240286-How-to-create-Recipients-

 

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