Adams Tax Forms

Here's a quick refresher of some of the basic moves in the Helper!

Returning Users: Navigating the Helper®

The new Helper has an easy way to view your tax data from previous years.

View Data from Previous Years

If you file for hundreds of recipients each year, you’ll want this skill in your toolset. Get the most from Tax Forms Helper® filtering.

Filtering & sorting records

If you’re certain you’ll have no further use for a record, here’s how to delete it to tidy up 🧹your records table.

Deleting a Record

Save a PDF of your tax forms for safekeeping.

Saving your tax form as a PDF

Learn how to work with Payers, Recipients and Forms

The Basics

Watch a video walkthrough for adding a payer or employer record

Video Guide: Add a Payer/Employer

Create one or multiple payers/employers in just a few easy steps!

Adding a Payer/Employer Manually

Businesses operating in multiple states may have more than one state tax ID. Here’s how to add them to yours or a client’s account.

Adding state tax ID numbers to a payer/employer

Copy-C (Payer's copy) has been removed from most paper 1099s. Here's how to view and print one in the Helper.

Printing a Payer's Copy

Working with Payers

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

Adding a Recipient/Employee Manually

Here’s just how to manually edit Recipients in the Helper.

Need to manually edit a Recipient? No worries.

Working with Recipients

Here’s how to manage 1099 entries on a payer’s profile.

Adding, editing or deleting a 1099

Here’s how to manage W-2 Entries on a payer’s profile.

Adding, editing or deleting a W-2

Here’s how to manage a 1098 Mortgage Interest Statement or a 1098-T Tuition Statement Report on your Recipient/Lender profile.

Adding, editing or deleting a 1098

Did you know Adams® Tax Forms Helper® creates summary transmittals for you? Here’s how to make W-3s the easy Adams way.

Generating a W-3

Did you know Adams® Tax Forms Helper® creates summary transmittals for you? Make a 1096 the easy Adams tax way!

Generating a 1096

Want a simple, straightforward way to create forms for previous tax years? You can do this in just a few clicks!

Creating a Form for a Previous Tax Year

Here's how you can access your past forms without any additional purchase.

Viewing Previous Years' Forms with Adams® Tax Forms Helper®

How can I properly file 1099 NEC, 1099 MISC, and 1096 forms without causing issues such as duplicate filings?

Working with Forms

Find answers and get help from Intercom Support and Community Experts

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