Adding and Preparing Forms
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Optionally, use the Customer Filter to search for a customer account.
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In the company dashboard, click a customer tile to access the customer account.
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Click the expand tile arrow
on a payer tile. -
Click the expand tile arrow
on a recipient tile. -
In the recipient tile, click the
icon next to Forms.
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In the Add New Form prompt, select a Form Type from the drop-down menu.
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Click SELECT FORM TYPE. The form fields displays in a new prompt (see example image below).
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Fill out form fields as necessary.
NOTE: Some tax form fields have icons next to them that allow you to add pre-configured information to the field (i.e., 1042-S and W-2 forms). Icons are:
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Manage State: Click to add pre-configured state information to the field (see Manage State Accounts). -
Manage Recipient: Click to add pre-configured recipient information to the field (see Recipient Field Definitions). -
Manage Payer / Manage Withholding Agent: Click to add pre-configured payer information to the field (see Additional Payer Information and Withholding Agent Field Definitions (W-2 and 1042-S Filers)).
Pre-configured information is typically set from the payer or recipient profiles using the Edit icon: 
.
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Click SAVE.
The form is listed as a tile under the recipient in the "Draft" status.
Once forms are completed, add the to the cart for payment and submission (see Cart and Payment).