For CPAs, accountants and some small businesses, sorting and filtering tools are a must for juggling hundreds of clients or employees. In Adams® Tax Forms Helper®, learn to find and sort your records quickly and efficiently.

From the dashboard, you can sort through all of your Payers and Forms in just a few clicks.

From any page, you can filter your payers by clicking on the dropdown menu.

In the image above, “All Payers” is showing, but you can always select the Payer you want from the dropdown menu. Here, we’ve selected “Acme Guitar Emporium” from our Payer options.

From your dashboard, click on Forms.

Select the payers you want to filter.

Next, you can bring up your Forms page and click on the “All Forms” dropdown menu.

Out of the dropdown menu, you can select the type of Form you want. In this case, we’re selecting our 1099-NEC form(s) out of the multiple forms we have available.

Our 1099-NEC forms are now filtered and we can work with those forms.

With this tool in your box, you can sort and see every form for any payer you need.

Good on you! You’ve filtered your Payer(s) and Filing(s) in the new Adams Tax Forms Helper!