Adams® Tax Forms Helper® makes it easy to add a new payer or employer. With your online access, you can add unlimited payer/employer entries, as needed. Here’s how.
Adding a Payer record
To manually enter your first Payer/Employer record, click the Add New on the Add a Payer option as seen below.
You’ll see the following screen where you can fill in your information for your payer/employer. Tip: fill in the W3 or 1096 section to create the summary transmittal you’ll need to submit to the IRS or Social Security Administration.
After you enter your information, click “Save” at the bottom right of the screen.
Editing a Payer record
See all your payers by clicking on Payers
Select the payer you want to update
Click "Edit Payer" to open the payer's information.
Once you click “Edit Payer,” and you enter your contact names and info, Adams Tax Forms Helper will automatically copy the Contact Name, Phone Number and email down to the W-3 and 1096 section. You can adjust this information if needed.
After you enter your W3 and 1096 information, click “Save”. Any errors will be highlighted in red.
Edit, Delete or Add State Number to a Payer/Employer
From your dashboard, go to “Payers.”
Next, click on the name of the Payer you want to add State Codes for.
Click on “State Codes.”
Click “Create State Code.”
Select the correct state from the dropdown menu:
Enter the state code. Note: The Helper shows you the correct format for each state code.
Click “Create.”
Your state code is created. You can delete or edit if needed.
The Helper will now autofill the state code information for this payer whenever a filing is created and the same state is selected.