How do I create a new return?

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