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Adding a Recipient/Employee Manually
Adding a Recipient/Employee Manually

Here's an easy, step-by-step guide on how to manually add a Recipient in the new Helper.

Adams Tax Forms avatar
Written by Adams Tax Forms
Updated over 3 months ago

Want to enter a Recipient manually? No problem.

From your dashboard, click “Add New” on the Recipient option.

Next, select your Payer from the dropdown menu:

You’ll see the following screen where you can enter your Recipient information.

After you’ve correctly entered your information, click save.

Your Recipient will appear in the following screen.

Add a 2nd Recipient by clicking on the "Add New” button on the Recipient’s page.

Good on you! You’ve manually added a Recipient!

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