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Payers and Recipients

21 How to use the Recipient List

SYMPTOM How do I use the Recipient List? RESOLUTION Procedure 1 (Using the Recipient List) You can select a recipient to work with returns. The Recipient List tab gives you access to editing the recipient information and and preparing W-2, 1099, and 1095…

22 Payer Information Field Descriptions

SYMPTOM Payer information field descriptions RESOLUTION Use this list to reference what should be entered in the payer fields. Field names are listed according to how they appear on the Manage Payer screen. TIN Enter the Tax Identification Number (TIN) for…