Step by Step Guides
How to guides to help you use the software.
- Error When Trying to Roll Data from 2017 to 2018 Software
- File is not a database Error
- How to E-file Forms through your Tax Software
- How to Import Prior Year Data at a Later Time (after using the software)
- How to Import Prior Year Data after Installation
- 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 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
- 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
- Reset Recipients on Software to E-file Again
- Error Converting Data Type Nvarchar to Decimal
- How to update Internet Explorer - Script Error
- Tax Form Money Value Format is Incorrect
- How to Import recipients from CSV file - 20.16 or Older Software