About ViewMyForms
Learn about the ViewMyForms e-delivery service.
ViewMyForms is an e-delivery service that allows you to send tax forms to recipients electronically through a branded web portal. Instead of mailing paper forms, recipients can access their tax documents online in a secure portal. You can send recipients custom email notifications when a new form is available. When you send an email to a recipient, they can log in and access all forms created for them regardless of form type.
ViewMyForms is an add-on service. Contact your Sovos sales representative for more information.
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All 1099 forms
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1042-S
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W-2
ViewMyForms workflow
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Add payer, recipient, and form data.Important:
When adding recipients, the Email field is required.
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Set up email templates. Create custom email templates with company logos and contact information that recipients will see.
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Send emails to recipients. Select your recipients, set up how they will log in, then send the emails.
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Track email delivery status. View which recipients have received emails.
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Send update notifications. Send a new email when forms are updated within a specified date range.
