Add a form to make it available for printing and transmitting.
Each form is linked to a payer and a recipient, so payer and recipient information must be in the system before you can add forms. Import or manually add payer and recipient data first, then add their forms.
- On the Forms page, click Add a form and select a form type from the dropdown.
- Add payer and recipient information.
- To add payer information, click Add and search by name or TIN.
- To add recipient information, click Add and search by name, TIN, or account number.
Tip: To search by TIN, enter nine digits with no dashes, for example, 123456789. To search by name or account number, enter at least three characters.
- Click into the fields to enter values.
If you are adding a W-2 form:
-
In Box 12, you can enter five different amounts.
-
In Box 14, you can enter four different amounts.
-
In Boxes 15 and 20, you can enter information for one state and one locality.
- Click Save.