How to Use the Forms In Progress Page

How to Use the Forms in Progress Page

Step 1

Log in to your account.  Enter your email address and password, click that you are not a robot, and click the Log In button.



Step 2

Confirm you are on the Dashboard page.

At the top right corner you should see Welcome (your name). You are securely logged in.



Step 3

Using the Navigation Bar, click Filing Center then Forms in Progress sub tab.



Step 4

You are now on the Forms in Progress page where you can do the following

A.Filter your grid by Form Type or Payer.    



 B.Choose the number of forms you would like to view on your page at once. 



 C.Choose which forms you would like to add to your Cart for purchasing.

You can click the Print Preview button after selecting your forms before adding to your cart to view a preview of the form to review the data.

You can check the Select All box at the top of the grid and that will select all forms you have in your grid showing and move them to your cart (if you have more than 10 forms in your Forms in Progress and want to add all forms to your cart, you must first choose the filter forms per page to allow all forms to show on the page) and then Click Add to Cart.



 Or if you would like to only choose specific forms to add to Cart you can just check the box next to those forms and then Click Add to Cart.



  D.The Edit icon allows you to edit a form prior to adding it to your cart for purchasing


When clicking the icon your form opens with all the original data you input.  You can then choose one of the following:

Submit & File More will put your edited form back into Forms in Progress and then pull up a blank 1099-MISC form for you to file.

Submit & Checkout will put your edited form back into Unfiled Forms and also navigate you back to Forms in Progress to select forms to checkout.

Cancel Edit – if you do not have any changes to make you can cancel this action and it will prompt you to answer the question “Are you sure you want to discard changes?”.

If you click Cancel, it will close the pop-up and leave you on your edited form page.

If you click OK, it will discard any changes you made to the form and then place it back into Forms in Progress and navigate you back to Forms in Progress.

 The Delete icon allows you to permanently delete forms you do not want to file or keep in your Forms in Progress.

Upon clicking the Delete icon you are prompted with the question “Are you sure you want to delete this Form?”.

If you click OK your form will be permanently deleted and removed from your account.

If you click Cancel it will cancel the action, close the pop-up and you will remain on the Forms in Progress page, where you will still see the form you just performed this action on.

 B.Selecting your Service Option

Before you can move your forms to the cart, you need to select a service option of  E-File & Delivery, E-File Only or Print & Mail Only.

After you select this option the Add to Cart button will become active and you can add your form(s) to the cart.





Once your forms are in the cart, if you have moved any forms there you are not ready to checkout you can move them back into Forms in Progress. 

Click the Remove button on the form you want to move back into Forms in Progress.

You will be prompted with a pop-up question “Are you sure you want to move the form(s) to the Forms in Progress page?”

If you click Yes, your form will be removed from the Cart and placed back into your Forms in Progress.

If you click No, the pop-up will disappear and your form will remain in your cart and you will remain on the Cart page.

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