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Records & Data
Records & Data
Everything you need to know about entering, uploading, editing and deleting data.
R
By Product and 2 others
3 authors
21 articles
View Data from Previous Years
Importing & Exporting Your Data
Importing from Last Year’s Payer and Recipient Data
Exporting data to a CSV or Excel file
Upload from Template
4 articles
Import from QuickBooks Online
3 articles
Add, Edit, Delete
Adding a payer/employer manually
Adding state tax ID numbers to a payer/employer
Adding, editing or deleting a 1099
Adding, editing or deleting a W-2
Adding, editing or deleting a 1098
Video Guide: Add a Payer/Employer
Deleting a record FAQ
Navigating Faster
Filtering & sorting records
Summaries & Saving
Generating a 1096
Generating a W-3
Saving your tax form as a PDF