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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 Run and install Software as Admin
  • Reports: How to Run Payer Recipient Report
  • How to edit Email Filters and Blocked Address?
  • How to manually upload to the Efile site from the Software:
  • How to Allow Trusted Site
  • 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 1096 Form
  • 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
  • 2022 1099-NEC and 1099-MISC Instructions
  • 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 find Efile URL address and check status of filed Forms
  • How to Install your Tax Software
  • How to Correct 1099s Forms Already Submitted to the IRS
  • How to locate your Computer System Information

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