Get Started
Get started with Tax Information Reporting.
Watch a demo
Basic navigation
Finding and interacting with recipient's forms
Printing forms
Transmitting to the IRS
Register for the webinar and watch it at your convenience.
Get access and configure your account
After you log in, make sure you are working in the correct environment and tax year.
Add data
Start by importing payers, recipients, and forms. You can also manually add, view, and edit payers, recipients, and forms on their respective pages.
Review errors
If any of your payers, recipients, or forms were imported with errors, you can review and fix them on the All Errors page.
Review bulk TIN matching results
If you submitted your data to the IRS Bulk TIN Matching program, you can review and fix name and TIN mismatches on the Identity Management page.
Print forms
If your data looks accurate, print your tax forms to send to recipients.
Transmit forms to the IRS
After printing, transmit your forms to the IRS.