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.

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.

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.

Save a PDF of your tax forms for safekeeping.

Learn how to work with Payers, Recipients and Forms

Watch a video walkthrough for adding a payer or employer record

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

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.

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

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

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

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

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

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

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

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