How to Reset Recipients in Tax Software (E-File)

For instructions on how to E-file Please click on the link below:

https://support.custsupp.com/hc/en-us/articles/210239486-How-to-E-file-Forms-through-your-Tax-Software

 

NOTE: TO AVOID ANY DUPLICATES, PLEASE DOUBLE CHECK YOUR E-FILE ACCOUNT TO MAKE SURE THAT THE FORM(S) HAVE NOT PREVIOUSLY BEEN UPLOADED TO THE E-FILE SITE BEFORE FOLLOWING THE DIRECTIONS BELOW.

 

How to Reset Recipients: (Images consist of fictitious data - Test Purposes Only) 

1. From software Menu bar click on E-File then select E-file My Forms

 

2. Type in your password and click Log In button

 

3. Select Single Payer

 

4. Select Form Type and Payer. Recipients will appear on right column as shown below:

5. Click on SELECT ALL button below the right column if you need to select ALL of your recipients, or click on each recipient name that needs to be reset (They will be highlighted in blue). 

6. Select the Reset Button and Select YES to confirm the reset

7. You will notice the recipients back in the left column as shown

8. Now you can use the Select ALL under the left column or select each recipient that needs to be e-filed and select E-File button. (Note: You may need to manually select & E-File small batches of Recipients 10 to 15 at a time

 

 

NOTE: If you are not able to E-File & upload your forms to E-File Site through software please reference below Support Article link:

How to Efile Run as Administrator

 

 

 

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