One-Click Import: If you're a returning user, you can now copy all your payers, recipients, and forms from last year with just a click!

New “Incomplete” Status: Forms copied from last year will start as “Incomplete,” making it easy to see which ones still need your attention.

“Save & Next” Button: Quickly move from one form to the next without going back to the list. This feature is also available on the Recipients page for easy updates!

Add States/Localities on W-2s: Employees can now receive W-2 forms that include additional state or local tax information.

Multiple Forms for Recipients: You can now send multiple copies of the same form type without triggering a duplicate error—just a friendly warning instead!

Sticky Selections: When you filter by payer or form type, your selections will stay active even if you navigate away. No more redoing your filters!

Minor Changes: We’ve renamed the “Filings” page to “Forms,” simplified the forms list by removing hyperlinks, and clarified terms on Forms 1098 by using “Lender” and “Borrower.”

Add Forms for Previous Years: You can now create new forms for past tax years (print only; eFiling isn’t available).

Multiple Payers with the Same SSN: Serial entrepreneurs can now manage multiple LLCs under the same SSN while following IRS rules.

Streamlined Payer Page: Creating new payers is easier than ever with a more intuitive layout and clearer instructions.

Auto-Fill for 1096 & W-3: Contact info fields will now auto-fill based on your main entries, but you can easily override them if needed.

Fewer Required Fields: No longer required to provide a phone number or email address!

“Save & Add New” Button: Add more recipients without leaving the page!

Multiple Forms: Send multiple of the same type of form without triggering a duplicate error—just a gentle warning.

Clearer Recipient Actions: We’ve renamed the old buttons to “Actions” to make it clearer what you can do.

Dashboard: You can view the status of any of your shared employee/recipient PDF tax forms from your dashboard on the Helper! At a glance, you can see who accessed their form or needs a new email.

Easy Email Updates: Change a recipient's email right from the dashboard.

Resend Emails: Send a new email with the click of a button.

Payer & Recipient Upload Template: Upload both Payer and Recipient data in one Excel file via the Import button on the Payers page.

Overwrite Option: Choose to overwrite existing records with your Excel uploads instead of creating duplicates.

Comprehensive Data Upload: Upload Payer info, Recipient info, amounts, and codes in a single Excel template.

1098 Corrections: We’ve added our corrections process specifically for 1098 forms.

Improved Instructions: All correction instructions have been updated for clarity and helpfulness.

“What’s Next” Page: At the end of the correction process, you’ll see a helpful guide on which forms to print and send to the IRS/SSA.

Editable Account Details: You can now edit more of your account information directly.

Notification Emails: Choose where to send purchase confirmations and updates without changing your main account email.

2-Factor Authentication: You can now switch your 2FA method from email to SMS and update your contact information. We’ve renamed it for clarity!

Account Transfer: Need to move your records to a new email? No problem! Just make sure the new email isn’t already linked to a Tax Forms Helper account.

Printable Reports: You can now print all reports from the Reports tab.

Submitted-Accepted Report: View when your forms were eFiled and accepted in a printable format.

Summary Reports: Easily summarize your form data and totals by payer with just a few clicks!

Updated Credit Area: Find links to purchase credit bundles more easily, and we've swapped state eFile credits for PDF File Share credits.

Help-Link: Now opens a new tab for our Knowledge Base.

Mobile Registration: Sign up and register for the Helper easily from your mobile device!

Phone Number Formatting: Payer phone numbers on printed forms will now include dashes for clarity.

Improved Messaging: We’ve made our instructions and messages clearer throughout the platform.

Tooltip Closure: The close button on tooltips remains visible as you scroll.

Checkout Changes: Updated the pricing table for better visibility and processing with PayFabric (D365 requirement).

Corrections Bugs: Fixed issues with W-2C corrections and other printing bugs.

Form Rules Fixes: New checks to prevent users from eFiling forms that might be rejected.

Checkout Bugs: Resolved issues with the checkout process and pricing display.

Account Management Bugs: Improved support for various email formats and fixed security question issues during signup.