How to create Payers

Create Payers/Companies:


NOTEThe message in the 2017 software is reading "Recipient Kind" this is actual Employer Kind)


1) Select Payers & Recipients from the menu bar then select Manage Payers & Recipients from the drop-down.


2) Click Add New Payer.



3) Enter payer/company information (all Bold fields are Required fields) and click Save & Add Another to create more payers/companies or Save to return to the Manage Payers& Recipients screen.

To Enter the State ID 

  1. Select Payer 
  2. View/Edit in upper right for Payer/Company
  3. Select the State ID


4. Enter the State and State ID 


5. Save 

6. Close

7. Save the Edit Payer/ Company Screen

NOTE- Payer Type, Employer Kind: When creating a W-2 you Must select from the drop down box the kind of payer and employer you are

Payer Type: (941, 945, 944, Military, Railroad, Household Employee, Medicare Govt Emp)               

Employer Kind: (None Apply, 501c, State/local non-501c, State/local 501c, Federal govt) 



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