Once you’ve entered or imported all your data into Tax Forms Helper and you’re satisfied your forms are correct, you can begin to eFile.
Step 1. Review your data
Don’t overlook this important step! Once your file is transferred electronically, all associated files are locked for editing. You can no longer make any changes in Tax Forms Helper Online to your form or your payer record.
Give your data a thorough review to ensure names and addresses are correct and your data is entered or updated correctly for the current tax season.
(Of course, we can help you eFile a correction later if needed.)
Step 2. eFile & select your forms
Click the eFile tab, far right on the menu bar.
If this is your first time visiting the eFile portion of the site, you'll view and accept the license agreement in our eServices Affidavit. Initial and date it to continue.
Next, you'll arrive at the eServices Welcome Page. Click "Continue".
You'll notice new tabs on the eFile menu bar. Select the type of form you’re ready to eFile. So, for our example, click “1099-MISC”.
Step 3. Select your services
The prices for eFile and Print & Mail Assistant are provided in the gray pricing box at left. Make your selections for each form from the list of available services.
If eFile is available for your state, you’ll be able to select the State eFile option here. If not, you won’t see a checkbox.
TIP: If you plan to eFile your state, it’s easiest to do so now. eFiling your state later in a separate transaction will require several extra steps.)
Check all the boxes for full service eFile with Print & Mail Assistant
Make your selections and click “Proceed”.
Next, add Print & Mail Assistant to send copies by First Class Mail® to your employees and recipients. Otherwise, you will need to send these forms by mail separately.
Step 4. Check for errors
If Tax Forms Helper identifies an error, it will list the records that need to be corrected before you can proceed. Click the “OK” button to leave this menu.
Next, click the “Return to Tax Forms” tab on the menu bar to find the forms in question and make any necessary edits.
Remember to save any changes you make, and return to the eFile menu to try again until all errors are corrected.
Step 5. Add any missing state info (optional)
If you are also eFiing to your state, you’ll notice that some states may require additional information in order to accept an electronically filed form.
Click “Complete Reconciliation” to open the state instructions window where you’ll enter any missing information.
From the state instructions window, you can click the small “Instructions” link at the top of the page to view official instructions from your state.
Enter the requested data in the fields below. When finished, click “Save”.
Step 6. Review your order
Tax Forms Helper will show your order details before you checkout. You’ll see a complete list of your selected services at the top of the page.
Just enter your payment information and click “Continue” to proceed.
Step 7. Submit your eFile—no revisions beyond this point!
Are you ready to eFile?
Click “Confirm Purchase” if your confirmation page looks correct.
Or click the “Return to Payment Information” link to make changes.
Once you’ve clicked “Confirm Purchase”, you’ll see the “Thank You” screen.
If you’ve selected State E-Filing, Tax Forms Helper reminds you to check for other important filing obligations your state may require.
See the resources on your eFile Status page and/or check with your state agency to verify you’ve met all of your state filing requirements.
You’ve eFiled your forms to federal agencies. Nice work!
You’ll get an email from us with your eFile date right away. This is the important confirmation that you’ve filed on time. Congrats!
If you used Print & Mail Assistant, there’s really nothing more to do.
If you didn’t use Print & Mail Assistant, you’ll still need to send copies to your employees and recipients by the copy B deadline. (See IRS deadlines for those dates.)
Tax Forms Helper will update you by email when your tax forms are processed. It may take up to 4 weeks for the IRS to process returns during periods of high demand.
Remember, your eFiling date remains the same, no matter when the IRS processes your forms, so you’re done!
Feel free to celebrate the end of another successful tax season!