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Software Help Articles

This forum will house all the support materials for the software changes - how to videos, articles, FAQs, etc.

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  • Help - About your Software
  • How to Enter State ID
  • Military Address
  • Printing on Free IRS Form Alignment Issue
  • Printer Selection Screen
  • How to import Recipients from Excel
  • TWO-LETTER STATE AND TERRITORY ABBREVIATIONS
  • What Software do you support?
  • 2021 1099-NEC Instructions
  • Shortcut Missing from Desktop
  • Lingo and Jargan - Tax Terms Glossary
  • If Recipient does not show up on W-2 Page
  • SAP Crystal Report - Printing Error - 2017 Software
  • Tax Form Instructions
  • Terminology
  • How to uninstall software - Windows 7
  • How to Uninstall Software - Windows 10
  • 2016 and Earlier Software Closing
  • How to create Payers
  • 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
  • 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)
  • Creating a Form
  • Editing a form
  • Deleting a form
  • Creating multiple forms: same form, payer and recipient
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