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How do I create a new return?

Views: 806 Created: 2017-03-20 10:11 Last Updated: 2018-07-16 13:24

SYMPTOM

How do I create a new return?

RESOLUTION

Procedure 1 (Creating a new form)

  1. Click on the Payer List button. If you have not yet created a payer, please see the How do I add a payer? article.
  2. Double click on the payer name.
  3. Select the recipient to add the form to. If you have not yet create a recipient, please see the How do I add a recipient? article.
  4. Click Add Form.
  5. Choose the appropriate form from the Form Type drop down menu.

APPLIES TO

  • Current version of Yearli