Support Center

Add and Edit or Delete Payers

Last Updated: Aug 04, 2016 02:47PM CDT
The Payer is the person or company that paid $600 or more to a recipient or vendor. You can add and edit Payers under People>Manage Payer. From here, you can Add, Edit, or Delete your Payers.

Add Payer
  • From the dashboard, click on the People tab on the left, then Manage Payer
  • Then click Add New Payer
  • Payer Type:
  1. Business: Choose this option if your Payer has an EIN
  2. Individual: Choose this option if the Payer has an SSN
  • Last Filing: This option is for a business that is going under or the person passed away and this will be the last filing done.
  • Combined Federal/State filing: There are states that participate in Combined Federal and State Filing. We do this automatically for states that participate. 
  • Select Add to save the Payer 

Edit Payer/Delete Payer: If you have already added all your payers you will see them listed here. 
  1. Edit Payer:
  • On the right is a button that says Edit. Click this button
  • Edit the information
  • Click Update
  • You will be asked if you would like to apply these changes to the forms that have not been submitted to the IRS, click "Ok".(Please Note: This will not change the information on forms already submitted to the IRS.)
       2. Delete Payer:
  • Click the Delete button to the right of the Payer and this will delete the Payer. (Please Note: If you have any forms created and/or submitted, or created recipients for this payer, it will not allow you to delete the payer from your account.


Contact Us

  • Call us @ 877-811-ETAX (3829).
    To return to the site, click our logo.

seconds ago
a minute ago
minutes ago
an hour ago
hours ago
a day ago
days ago
Invalid characters found