Editing the Company Information Screens:
1) Select Companies and Employees from the menu bar then select Manage Companies and Employees from the drop-down.
2) Select the Company you need to edit from the Company drop-down.
3) Click View/Edit.
4) Make necessary changes.
5) When you are finished making all edits, click Save.
Editing a company directly in the form:
1) Select Forms from the menu bar then select the specific form from the drop-down.
2) Select the Company from drop-down.
3) Select the employee you need to edit from the employee list in the bottom window.
Note: Employees list can be sorted in the following ways (TIN, First Name, Last Name). Click the Sort by drop-down list to select the way you want to sort your recipients/payees and choose if you want to sort the top or bottom window.
4) Click in the Company fields where you want to make a change and hit Enter.
5) The Edit Company screen will pop-up, make your changes and click Save.
6) The form will be refreshed and your changes will be displayed on the form.