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How to edit a recipient or employee

Update a Recipient’s name, TIN, address, contact details, or linked Issuers.

Quick version: Go to Recipients, find the Recipient, click their name (or Actions > View Recipient), make your changes on the Edit Recipient page, and click Save.

Recipients are the people and businesses you send forms to, including employees. In Helper, the employers, payers, and lenders you file for are called Issuers.

Edit a recipient

  1. Click Recipients in the left menu.

Recipient Directory page with the Recipients icon in the left menu Recipient Directory page with the Recipients icon in the left menu

  1. Type the recipient's name in the Search recipients... box.

Recipient Directory with the search box Recipient Directory with the search box

  1. Open the recipient's Actions menu and click View Recipient.

Recipient Directory with the Actions menu open Recipient Directory with the Actions menu open

  1. Under Edit Recipient, change the details you need, such as the name, address, or phone.

Recipient page showing the Edit Recipient section Recipient page showing the Edit Recipient section

  1. Click Save.

Edit Recipient page with the Save button Edit Recipient page with the Save button

What happens next

You'll see a Recipient updated. message, and you stay on the recipient's page with your changes saved.

Edit Recipient page with the Recipient updated message Edit Recipient page with the Recipient updated message

Common questions

Does editing a Recipient change forms I’ve already created?

  • Forms you haven’t filed yet: Yes. They use the Recipient’s current details.

Why isn’t there an Edit option in the Actions menu?
Editing happens on the Recipient’s page. Click the Recipient’s name, or View Recipient in the Actions menu.

Can I change which Issuers a Recipient is linked to?
Yes. On the Recipient’s page, scroll to Linked Issuers. Click Link issuer to add one, or Unlink to remove one.

Before you unlink: If the Recipient has unsubmitted forms for that Issuer, unlinking permanently deletes them. Helper asks you to confirm first. Every Recipient must stay linked to at least one Issuer.

What are the FATCA and 2nd TIN Notice switches?
They appear once the Recipient is linked to an Issuer. They save as soon as you change them, without clicking Save, and they apply to every Issuer the Recipient is linked to.

Why does the list show only the last four digits of the TIN?
Lists show only the last four digits to protect the Recipient’s information. You can see and change the full TIN on the Edit Recipient page.

Need to add someone new instead? See How to Add a Recipient or Employee.

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