In 2023, the IRS issued an eFile Law: if you have 10 or more forms, you must eFile! But don’t worry. We make it quick & easy!
With Adams® Tax Forms Helper®, you can create and file your 1099, 1098 and W2 forms without leaving your desk.
No paper forms needed
Ready to upgrade to eFile? All you need is access to the latest edition of Adams Tax Forms Helper. And access is free. You can start working and filling out forms, only paying for eFile services (and more) when you're ready to file with the IRS/SSA.
Buy a Bundle or Pay as you go!
Each Bundle includes:
Free access to Adams Tax Forms Helper
eFile bundles to fit your needs. You can also build your bundle or purchase pay-as-you-go eFiles for custom needs.
You can always visit tops-products.com to purchase paper forms kits.
You can also find TOPS® and Adams® Tax kits at other online and in-store retailers that include free access to our software and sets of eFiles at a savings.
Returning users and new users have free access to Adams Tax Forms Helper and can add eFiles right in the Helper. The more you buy, the more you save!
What if I need a few more eFiles?
If you realize that you’ll need a few more eFiles than come with your bundle, no worries! You can buy pay-as-you-go eFiles in the Helper.
I’ve only filed paper forms before, so what do I do?
Once you’ve got access to Tax Forms Helper, you enter or import your tax data like always. Finished? Then you’re ready to eFile. It’s that simple.
For W-2 forms specifically, start by navigating to the forms marked as "ready" in the application. Select the forms you wish to file, then click 'Checkout and File' at the top of the screen. Follow the on-screen prompts to complete the process efficiently.
You’ll select the forms you want to eFile on the Forms page, check the boxes and click the Checkout & eFile button. See our Federal eFiling article for step-by-step details on eFiling.
Additionally, when filing W-2 forms, ensure they are marked as 'ready' in the application before proceeding to the Checkout & eFile step. This ensures a smooth submission process.
Preparing for Future Tax Year Filing
You can also prepare information for forms of future tax years within the Adams Tax Forms application. For example, users can prepare W-2 forms for upcoming tax years but must wait until e-filing is enabled for that year. Stay informed through platform notifications or official tax deadlines for filing readiness.
For each form, you’ll select the checkbox for the eServices you want:
You can eFile forms to the IRS and SSA
You can eFile your participating State if available
You can add Mail Delivery service, and Tax Forms Helper will mail copies to your employees and recipients
You can add Email Delivery service and we'll email your recipients a secure link so they can download copies of their forms
You can also add Self-Print and print your tax forms from home, then distribute to your employees/recipients.
For W-2 forms, the process remains consistent. Begin by ensuring forms are marked as "ready," then follow the platform's 'Checkout and File' process as previously outlined.
Do I need to send my recipients copies if I eFile?
Yes, you are still obligated to send copies to your recipients. With a print access code, you can print out the forms to plain paper with no watermarks, and mail them yourself, use our Mail Delivery service to have us mail paper copies for you, or email a secure link to your recipients by checking the box for Email Delivery service during checkout.
What about the 1096 or W-3?
Tax Forms Helper automatically calculates and includes your summary information with your eFiling.
Can I get a copy of exactly what you sent?
No, we generate and transmit .txt and XML files to the appropriate system for the IRS, SSA, or state, depending on your checkout selections and the type of form. These are batch files with thousands of lines of data for many customers. It's not possible to send you the file we transmit.
Do I need a TCC to eFile?
No, we are an authorized transmitter to the IRS and SSA. We send the files on your behalf, just complete checkout and you're done!