Setting up a payer
- Click the Payer List button.
- Highlight the desired payer.
- Click the Payer State Info button on the far right.
- Click the Add button.
- Enter the State and the State ID number for W-2 assigned by the state.
- Click Save.
- Click OK.
Setting up a Return
- Click the Payer List button.
- Double click the payer name.
- Highlight the recipient in the list.
- Double click the W-2 for that recipient.
- Click on the Return Information tab.
- Choose the state that was entered in the "Setting up a payer" steps listed above.
- Press Tab on the keyboard. The State ID entered in "Setting up a payer" will be filled in the second field.
- Click Save.
- Click OK.