Viewing Forms

1. Access the Company Dashboard.

2. Use the Customer Filter to search and access a customer account .

3. Optionally, if you need to search customers from a different filing year, select the filing year.

4. Click a customer tile to access the customer account in the customer dashboard.

5. Search for the payer or recipient that contains the form you want to view.

6. Click the expand tile arrow on a payer tile.

7. Click the expand tile arrow on a recipient tile of the form.

8. In the form tile, click VIEW .

A PDF file downloads from your web browser. By default, the file is saved to your Downloads folder.