Step by Step Guides
How to guides to help you use the software.
- 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