Reset data

Learn how to reset payer, recipient, and form data.

If you imported the wrong payer, recipient, or form data or imported data to the wrong environment or tax year, you can reset them.

You can't reset data if at least one related form has already been printed or transmitted in that environment or tax year.

CAUTION:

If you reset your data, it is permanently lost and can't be recovered.

On the side menu, click the Settings icon, then click Data reset.
On the Data reset pop-up, select the data types you want to reset.

Tip:
To reset recipient and payer data with related tax forms in the system, do a simultaneous reset by selecting the forms, in addition to the recipient and payer data.
Enter the code, then click Reset data.

1099 Reporting