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How can I e-file just one form, as opposed to all of the forms for the payer?

Views: 1026 Created: 2016-07-28 10:04 Last Updated: 2016-08-11 12:01

SYMPTOM

When e-filing, the default process in the program is to send all of the available returns for the selected form type for the selected payer. This process will go through the steps to selecting certain recipients to file, while omitting other returns of the same type.

RESOLUTION

Procedure 1 (Select recipients for e-filing)

  1. Click on the E-file Center button.
  2. Click Next on the Welcome screen.
  3. Choose the form type being filed.
  4. Click Next.
  5. Choose the services to be performed. For more information about each service, please see the What service should I select when e-filing forms through the E-file Center? article.
  6. Click Next.
  7. If state filing was chosen for 1099 or W-2 forms:
    1. Choose the employment type for W-2 forms, or the type of 1099 form.
    2. Click Next.
    3. Choose the state(s) the forms will be filed to.
    4. Click Next.
    5. On the Select Payers of States window, highlight the desired payer.
    6. Click the Select Recipients for Payer button.
    7. Check only the recipient(s) to be filed.
    8. Click OK.
    9. Continue with the filing process.
  8. If only federal filing was chosen:
    1. On the Select Payers for Federal window, highlight the desired payer.
    2. Click the Select Returns button.
    3. Check only the recipient(s) to be filed.
    4. Click OK.
    5. Continue with the filing process.

APPLIES TO

  • Current version of Yearli