Quick version: Open the Recipient’s page and scroll to Linked Issuers:
Link: click Link issuer, check the Issuer, and click Link.
Unlink: click Unlink next to the Issuer and confirm.
In Helper, the employers, payers, and lenders you file for are called Issuers. One Recipient can be linked to several Issuers, so you only enter their details once.
Link a recipient to an Issuer
Click Recipients in the left menu.
Open the recipient's Actions menu and click View Recipient.
Scroll to Linked Issuers and click Link issuer.
Search for the Issuer and check the box next to it. You can check more than one.
Click Link.
You’ll see Issuer linked. The Issuer is added to the Linked Issuers list, and the Recipient is available when you create forms for that Issuer.
Working from an Issuer instead? On the Issuer’s page, click the arrow next to Add New Recipient and choose Link Recipient. See How to Add or Edit an Issuer.
Unlink a recipient from an Issuer
Warning: Unlinking permanently deletes any unsubmitted forms the Recipient has for that Issuer. Filed forms are kept.
On the recipient's page, under Linked Issuers, click Unlink next to the Issuer.
Click Unlink to confirm.
3. If the Recipient has unsubmitted forms for that Issuer, you’ll see Delete unsubmitted forms? Click Delete forms and unlink to continue, or cancel to keep them.
The Issuer is removed from the list. The Recipient stays in your Recipient Directory and stays linked to their other Issuers.
What happens next
When you link, you'll see Issuer linked. and the Issuer is added to the Linked Issuers list. The recipient is then available when you create forms for that Issuer.
When you unlink, you'll see a confirmation message and the Issuer is removed from the list. The recipient stays in your Recipient Directory.
Link or unlink several Recipients at once
In the Recipient Directory, check the box next to each Recipient.
Click Link to issuer or Unlink from issuer in the bar at the bottom of the screen.
Choose the Issuer, then click Link or Unlink.
You’ll see how many Recipients were linked or unlinked. Recipients that weren’t linked to that Issuer are skipped.
Careful with bulk unlink: When you unlink several Recipients at once, their unsubmitted forms for that Issuer are deleted without a separate confirmation. If any of them have forms you want to keep, unlink them one at a time instead.
Common questions
Can one Recipient be linked to more than one Issuer?
Yes. Link as many Issuers as you need. Each one shows in the Recipient’s Linked Issuers list.
Why can’t I unlink an Issuer?
It may be the Recipient’s only Issuer, and every Recipient needs at least one. Link another Issuer first, or delete the Recipient.
What’s the difference between unlinking and deleting a Recipient?
Unlinking removes the Recipient from one Issuer and keeps them in your Recipient Directory.
Deleting removes them from every Issuer permanently, along with their unfiled forms.
A Recipient with filed forms can’t be deleted. Mark them inactive instead.
Need a new Recipient instead? See How to Add a Recipient or Employee.