The Basics
Learn how to work with Payers, Recipients and Forms
24 articles
- How to Add a Recipient Manually
- How to add a recipient or employee
- How to delete a recipient or employee
- How to Edit a Recipient
- How to edit a recipient or employee
- How to Link or Unlink a Recipient and an Issuer (Employer/Payer)
- How to Mark a Recipient or Employee Inactive, or Restore Them
- How to Use the Recipient Directory (All Recipients)
- How to Link or Unlink a Recipient and an Issuer (Employer/Payer)
- How to Add, Edit, or Delete a 1098
- How to Add, Edit, or Delete a 1099
- How to Add, Edit, or Delete a W-2
- How to Check and Understand Your Form Statuses
- How to Copy Forms from Last Year
- How to Copy Forms from Last Year
- How to Create a Form for a Previous Tax Year
- How to create or view forms for a previous tax year
- How to Delete a Form
- How to File 1099-NEC, 1099-MISC, and 1096 Without Duplicates
- How to Generate a 1096
- How to Generate a W-3
- How to Run a TIN Check