Software Help Articles
This forum will house all the support materials for the software changes - how to videos, articles, FAQs, etc.
- Help Menu - About your Software Details
- How to import Prior Year Data after installation
- Export Data
- State and Territory Abbreviations
- What Software do you support?
- Software Shortcut missing on Desktop
- Military Address
- Recipient does not appear W2
- Tax Form Instructions
- Set Chrome as Default Web Browser Windows 10-11
- Printing on non compatible Free IRS Forms
- Terminology
- Print Calendar Year Printer Properties
- How to uninstall Software Windows 10-11
- How to Create Payers & Enter State ID
- How to edit Payers
- How to create Recipients
- How to create a Recipient as a Company
- Filtering 1099-MISC by Box 7 NEC (Nonemployee Compensation) 20.18 - 20.19 Software
- How to edit Recipients
- How to import recipients from Excel
- Importing Forms from Excel Templates
- Importing Remaining Prior Tax Year Data (Importing remaining payers if you didn't import all when first running the import process)
- How to Create a Form
- Editing a Form
- Deleting a form
- Creating multiple forms: same form, payer and recipient
- Creating a W-2C or W-3C
- Creating transmittal forms W-3 1096
- How to import Prior Year Company Employee Data (ACA)