To eFile, go to Forms, select the forms you want to file, and click Checkout & File. Then choose your delivery options, enter your billing details, and pay. Adams Tax Forms Helper files your forms with the IRS or SSA for you.
In Adams Tax Forms Helper, payers and employers are called Issuers. You can also start from a single form: click Actions in its row, then Checkout & File.
Before you start
Each form you want to file should show Ready to file on the Forms page.
Check your forms carefully. Once you check out, they’re locked and can’t be edited.
Choose your forms and options
In the left menu, click Forms.
Forms page in Adams Tax Forms Helper
Select the checkbox next to each form you want to eFile.
Forms list with a form’s checkbox
In the bar at the bottom of the page, click Checkout & File.
Bottom action bar with one form selected
If you see Run TIN Check before you eFile?, click Skip TIN Check to file now. To check TINs first, see How to Run a TIN Check in the Helper.
Run TIN Check before you eFile? message
Make sure File Forms Now (eFile) is selected. Leave Include eligible forms for State eFiling checked if you also want to file with your state.
Review Forms step of checkout
Under Form Delivery Options, choose how your recipients get their copies: Email Delivery, or I do not want to send forms if you’ll send them yourself.
Form Delivery Options on the Review Forms step
Check your Order Summary, then click Checkout.
Order Summary with the Checkout button
If you see Review your state reconciliation, answer every question marked with *, then click Submit reconciliation.
Review your state reconciliation page
Pay and file
On Billing Information, enter or check your billing address, then select I agree to the Terms of Use. Promo codes go in Have a promo code? on this page.
Billing Information step with the Terms of Use checkbox
Click Checkout.
Billing Information step with the Checkout button
In the Payment window, enter your card details.
Payment window with card fields
After you pay, your forms are locked and can’t be edited. Click Pay.
Payment window with the Pay button
On the You’re All Set! screen, note your confirmation number, then click View My Forms.
You’re All Set! confirmation screen
What happens next
Your forms show Queued in the Federal column on the Forms page, and you’ll get email updates as your filing moves forward. If you chose Email Delivery, the Email Delivery column shows the status of your recipients’ copies.
Forms page with the filed form showing Queued
Common questions
Can I add state eFile after I check out?
No. If you uncheck Include eligible forms for State eFiling, you’ll see Proceed without state eFile? asking you to confirm, because state eFile can’t be added after checkout.
Why does it say a form couldn’t be sent?
The recipient has no email address on file, so their copy can’t be emailed. Click View forms needing email addresses on the confirmation screen, then add the email address to that recipient.
Can I correct a form after I eFile it?
Yes, once the form moves to Accepted. Until then, it’s locked while it’s processed.
Do I need to file a W-3 with my W-2s?
No. Your W-3 transmittal is included when you eFile your W-2s.
Why can’t I submit my state reconciliation?
The message lists what’s missing, such as a TIN or street address. Add the missing details to the Issuer, then return to checkout.
Want to see where your filings stand? Here’s How to check your eFile Status.