Software Help Articles
This forum will house all the support materials for the software changes - how to videos, articles, FAQs, etc.
- How to import Recipients from Excel
- Printing Forms
- 2016 and Earlier Software Closing
- How to Uninstall Software - Windows 10
- Terminology
- Tax Software System Requirements
- How to uninstall software - Windows 7
- How to create Payers
- How to edit Payers
- How to create Recipients
- How to create a Recipient as a Company
- How to edit Recipients
- Creating a Form
- Editing a form
- Deleting a form
- Creating a W-2C or W-3C
- Creating transmittal forms: W-3 or 1096
- How to Backup Data
- How to Restore data
- Kind of Payer / Kind of Employer Error on W-2
- Importing Forms from Excel
- Creating multiple forms: same form, payer and recipient
- How to Automatically calculate W2’s - 2016 and older software
- How to Update your Tax Software with Firewall
- General Printer Setup
- Tax Form Instructions
- Importing Remaining Prior Tax Year Data (Importing remaining payers if you didn't import all when first running the import process)
- How Do I Distribute Forms - Who Get What Copy?