Adams Tax Forms

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

View Data from Previous Years

Everything you need to know about entering, uploading, editing and deleting data.

Save time by using last year's information on this year's taxes.

In a time-saving upgrade, 1099-MISC & 1099-NEC users can now import data by linking directly to their QuickBooks® Online account.

If you used another tax program last year, fear not! Here’s how to import payer data with a comma-separated values (CSV) file Excel® file.

Here’s how to back up your data from Adams® Tax Forms Helper® to a comma-separated values (CSV) file or Excel® file.

Users can import 1099 Filings data by linking directly to their QuickBooks® Online account.

Here's how to manually add your recipients.

Want to import Recipients with an Excel file? Here’s just how.

The new Helper can do just that.

Here’s a step-by-step guide to downloading and importing a template on the new Helper.

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.

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.

Watch a video walkthrough for adding a payer or employer record

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.

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.

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

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