Step 1: | Use the "Recipients" drop down Main Menu link, "-Insert Recipient" to open and enter a new Recipient (Payee) record. |
Note: | For adding 1042-S Recipients, use the "1042-S" Main Menu link to the right of the "TaxForms" Main Menu link. |
Step 2: | Enter the required information. |
Note: | If the data that you type into these fields contains non-compliant information, you may get an error message that will prompt you to re-type compliant information. For instance, if you try to enter a letter in the zip code field, you will receive an error message. |
Step 3: | Click on the "Save" button. |
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