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  1. CUSTSUPP
  2. General
  3. Step by Step Guides

Step by Step Guides

How to guides to help you use the software.

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  • How to Print a 1096 Form
  • How to Manually Import to the Efile site from the Software:
  • How to Allow Trusted Site
  • How to update - Script Error
  • W-2 and 1099 Form Designation/Distribution
  • Error When Trying to Roll Data from 2017 to 2018 Software
  • 20.18 Software - File is not a database Error
  • How to Manually Update Software
  • How to Print Transmittal for Specific Group of Recipient(s) - W3
  • How to Print Transmittal for Specific Group of Recipient(s) - 1096
  • How to Print a Corrected 1099 & 1096
  • How to Reset Password for E-file Account
  • How to File a Correction Form on the E-file Site from the Software
  • Reports: How to Run a Tax Form Totals Report
  • Reports: How to Run a Tax Form Summary Report
  • Reports: How to Run a Master Database Report (See all Payers and Recipients)
  • Searching for Recipients/Payees in the Tax Forms or Printing Screens
  • How to Create a 1099 Correction Form
  • How to Edit a Tax Form
  • How to Delete a Tax Form
  • How to View and/or Print Duplicates and Errors from Imported Data
  • How to Delete a Recipient/Payee from your Database
  • How to Delete a Payer/Company from your Database
  • How to Create an E-file Account
  • How to Submit Forms In Progress (uploaded to e-file site but not yet processed)
  • How to Check the Status of E-filed Forms
  • Error Converting Data Type Nvarchar to Decimal
  • How to Import Prior Year Data after Installation
  • Tax Form Money Value Format is Incorrect
  • How to Install your Tax Software
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