How to Download Payer & Recipient Data (Only for Subscription Accounts)
(Note: All screen shots in article are from Test Account created for this purpose)
Although our Software (TaxRight, LaserLink & ACA) does not support an export data feature, if you have an existing E-File account and also have a "Subscription Account", you will be able to download Payer & Recipient data.
Step 1
Log in to your account and from the Dashboard page hover over the "Payers" section from the navigation bar on left side and click "View All".
Step 2
You will be directed to your payers page showing all the payers saved to your account.
Step 3
In the Payer page you will see the Download Payers & Recipients button above the list of payers.
Step 4
Clicking on the Download Payers & Recipients button will give you the option to run the export with the tax ID numbers masked or unmasked. Make your selection and click "Download".
Step 5
An Excel will be downloaded with all your payer and recipient information. At the top in line 1 is a description of the data in the column.
Note: If using software you will be able to locate your E-File account information under the "Help" tab on software menu bar.