How to download Payer & Recipient data. – E-File Support

Only for Subscription accounts.

Note: All screen shots provided in the instructions are from test accounts created for this purpose

Step 1

Log in to your account and from the Dashboard page – hover over the Payers from the navigation bar on the left and click View All.

Step 2

You will be directed to your Payers page showing all the payers saved to your account.

Step 3

In the Payer page you will see the Download Payers & Recipients button above the list of payers.

Step 4

Clicking on the button will give you the option to run the export with the tax id numbers masked or unmasked. Make your selection and click Download.

Step 5

An Excel will be downloaded with all your payer and recipient information. At the top in line 1 is a description of the data in the column.