How to create Recipients

Using the Manage Payer & Recipient Screen:

 

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

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

3)    Click Add Recipients Manually.

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4)  Enter all recipient information (Bold fields are Required fields) and click Save & Add Another if you have multiple recipients to add or click Save to return to the Manage Payers & Recipients screen.

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Creating a recipient/payee in the tax forms:

1)    Select Tax Forms from the menu bar then select the specific tax form from the drop-down.

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

3)    Click New.

4)    Enter tax data into tax form.

5)    Click Save.

6)   Repeat the process to continue creating new recipients/payees in the tax forms.

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