Add a recipient to link forms to and make the data available for printing and transmitting.

1. On the Recipients page, click Add a recipient and select either Recipient or 1042-S recipient from the dropdown.
2. Click into the fields to enter values.

   The fields marked with a red * are required.

   The two most common types of Tax Identification Numbers (TINs) are Social Security Numbers (SSNs) and Employer Identification Numbers (EINs). If you know the TIN type of the recipient, select it from the TIN type dropdown.

   Tip:

   • To run a real-time check on the recipient's TIN, enter a name and TIN, then click Verify identity. Read the article on TIN matching a single recipient for more details.

   • Read about the name formatting requirements for the IRS's new IRIS filing system.

3. Click Save.