Manage filers and recipients
A filer is the business or individual responsible for submitting tax forms to the IRS. Recipients are the individuals or entities that receive payments reported on your tax forms. Before you can add recipients or create forms, you need to add at least one filer with your business information. Before you can create forms, you need to add recipients to your account. You can also update recipient information at any time if their details change.
Tip:
You can create multiple filers if you file on behalf of different entities.
Add filers
Tip: You can also watch the video on adding a filer.
Add recipients
Tip: You can also watch the video on adding recipients.
Edit filers
Tip: You can also watch the video on editing a filer.
Edit recipients
Tip: You can also watch the video on editing a recipient.
