The Dashboard is your home page in Adams Tax Forms Helper. It shows your season’s progress, what needs your attention, and shortcuts to add forms, payers or employers, and recipients.
In Adams Tax Forms Helper, payers and employers are called Issuers. The Dashboard also shows your eFile credits, how recipient copies are being delivered, and your recent activity. To go anywhere else, use the left menu: Issuers, Recipients, Forms, Import Center, Credits, and Reports.
Use the Dashboard
Most of these links open another page. Click the Dashboard icon to come back.
Click the Dashboard icon (the house) at the top of the left menu. You can also click the Adams Tax Forms Helper logo from any page.
Click What do these statuses mean? in the top banner to see what each status means: Needs action, Incomplete, Ready to file, Processing, and Accepted.
Click a status in the banner, such as Ready to file, to see only the forms with that status.
Click Add a Form, or another quick action button, to start a common task. The other buttons are Add an Issuer, Add a Recipient, Import, and Copy from Last Year.
Click the button next to an item in What needs you, such as Checkout & File, to take care of it. Items are listed most urgent first.
Click Add more in Credit Balance to buy more federal or state eFile credits.
Click View all in Delivery Status to see how recipient copies are going out by mail and email.
Click View All in Recent Activity to see your full account history.
What happens next
The Dashboard updates as you work. When you add an Issuer, recipient, or form, the banner counts and Recent Activity update. Once you have a form, What needs you shows what to do next.
Common questions
Why don’t I see What needs you on my Dashboard?
What needs you appears once you’ve added your first form. Until then, you’ll see Get your season started, a short checklist that walks you through adding your first Issuer, your recipients, and your first form.
How do I know how many credits filing will use?
Each item in What needs you tells you, for example Uses 1 federal credit. Your current credits show in Credit Balance.
How do I use a promo code?
REVIEW (accuracy): In testing, Redeem opens the Prepaid Credits page, which has no visible promo code field. Confirm where the customer enters the code (Prepaid Credits or checkout) and finish this answer.
Click Redeem next to Have a promo code? in Credit Balance. This opens the Prepaid Credits page.
What’s the fastest way to bring in last year’s data?
Click Copy from Last Year in the quick actions. To bring in a list from Excel or a CSV file instead, click Import.
Ready to set up your first Issuer? See How to Create a Payer in Adams Tax Forms Helper.