Step-by Step Guides and Instructions
Various how-to instructions for using the site.
- ★ Instructional Video: 1099 NEC Overview
- ★ Instructional Video: How to use the E-File site
- ★ Instructional Video: How-to upload using the Excel template
- Subscription Unsubscribe
- How to upload data using our QuickBooks Online integration
- Instructional Video: Using Xero import option.
- How to File a Correction - Incorrect Payer Name and/or TIN
- How to file Type 2 correction.
- Mapping the 1095-B Excel Template to the Form for Easier Data Input
- Mapping the 1095-C Excel Template to the Form for Easier Data Input
- Instructional Video: How to use the Upload Center
- Instructional Video: How to track your filed forms
- Instructional Video: How to create payers & recipients
- How-to upload forms using QuickBooks Desktop Plug-In
- How to Upload data using the QuickBooks Desktop Plug-In (1099-MISC form only)
- How to File Corrections - Having NOT Filed an Original on the Site
- How to File Corrections - Having Filed an Original on the Site
- How to Upload Data using Excel (for all forms available on site)
- How to Retrieve a Forgotten Password
- How to Use the Forms In Progress Page
- How to Sign Up on the Site
- How to Create Payers and Recipients - Manually
- How to Complete and Submit a Tax Form
- How to View/Print Copies of Filed Forms
- How to View and Print Invoices
- How to Change Email Address and Password