Searching for Recipients/Payees in the Tax Forms or Printing Screens

Searching for Recipients/Payees

You can search for recipients in both the Tax Form and Tax Form Printing screens.

To search for a recipient/payee in the Tax Form screen:

search.png

1)  Select your payer/company from the Payer/Company drop-down.

2)  In the Search for Recipient field enter either partial of TIN, last name or first name of the recipient for which you are searching.

3)  Choose Top Window or Bottom Window to select which recipient list you want to search.

4)  Click Search.

5)  The search result found will be highlighted.

Note: If multiple records are found, using your mouse you can click to the next record until you have reviewed all records found that match your search.

 

To search for a recipient/payee in the Tax Form Printing screen:

search_2.png

1) Select your payer/company from the Payer/Company drop-down.

2) Select the tax form for which you need to print, from the Tax Form drop-down.

3) In the Search for Recipient field enter either partial of TIN, last name or first name of the recipient for which you are searching.

4) Choose Top Window or Bottom Window to select which recipient list you want to search.

5) The search result found will be highlighted.

Note: If multiple records are found, using your mouse you can click to the next record until you have reviewed all records found that match your search.

Have more questions? Submit a request

0 Comments

Article is closed for comments.
Powered by Zendesk