Using the Manage Payer & Recipient Screen:
1) Select Payers & Recipients from the menu bar then select Manage Payers & Recipients from the drop-down.
2) Select payer/company from the Payer/Company drop-down.
3) Click Add Recipients Manually.
4) When adding a Recipient Company you can omit the name slot. Add the Company Name under Alternative Name.
5) Enter rest of the recipient information (Bold fields are Required fields) and click Save & Add Another if you have multiple recipients to add or click Save to return to the Manage Payers & Recipients screen.
Creating a recipient/payee in the tax forms:
1) Select Tax Forms from the menu bar then select the specific tax form from the drop-down.
2) Select the payer/company from Payer/Company drop-down.
3) Click New - Payer/Company will populate on the form
4) Click in the Recipient name box
5) Enter the New Recipient/Company
6) Click Save.
Repeat the process to continue creating new recipients/payees in the tax forms.
