How do I create, copy, or delete a form?

Creating a new form

1. Click on the Payer List button. If you have not yet created a payer, please see the How do I add or manage a payer? article.
2. Double click on the payer name.
3. Select the recipient to add the form to. If you have not yet create a recipient, please see the How do I add or manage recipients? article.
4. Click Add Form.
5. Choose the appropriate form from the Form Type drop down menu. 

Copying a form

1. Click on the Payer List button.
2. Double click on the payer name.
3. Select the recipient to copy the form.
4. Double click the form to be copied in the Form List.
5. Click the Copy button on the right.
6. Click OK. 

Zeroing form data

Zeroing returns is permanent and cannot be reversed.

1. Click on the Utilities menu.
2. Choose Zero Returns.
3. Choose the payer(s) to be zeroed.
   • To select multiple payers press and hold the Shift or Ctrl key and click in the gray grid area on the left of the payer TIN for each payer you wish to select. You can also select all payers by pressing Ctrl and A on the keyboard or by checking the Select All Payers box.
4. Select the return type(s) to be zeroed.
   • To select multiple return types hold down the Shift or Ctrl key and click on the return type you wish to select. You can also select all return types by checking the Select All Return Types box.
5. Click OK.
6. Click Yes to confirm the zero returns process.
7. Click OK. 

Deleting a form

1. Click on the Payer List button.
2. If the return to be deleted is a payer form (ex: 941, NYS-45, 1094-C):
   1. Highlight the form to be deleted in the Form List.
   2. Click the Delete button on the right. 
   3. Click Yes.
   4. Click Yes. 
3. If the return to be delete is a recipient form (1099, W-2, 1095):
   1. Double click on the payer name.
   2. Select the recipient to remove the form from.
   3. Highlight the form to be deleted in the Form List.
   4. Click the Delete button on the right.
   5. Click Yes.

Deleting multiple returns with no dollar values

Deleting returns is permanent and cannot be reversed.

1. Click on the Utilities menu.
2. Choose Delete Returns.
3. Choose By Return Type With No Dollar Values...
4. Select the payer(s).
   • To select multiple payers press and hold the Shift or Ctrl key and click in the gray grid area on the left of the payer TIN for each payer you wish to select. You can also select all payers by pressing Ctrl and A on the keyboard or by checking the Select All Payers box.
5. Choose the return type from the Return Types listbox.
   • To select multiple return types, hold down the Shift or Ctrl key and click on each desired return type. You can also select all form types by holding Ctrl and pushing the A key or by checking the Select All Return Types box.
6. Click on Delete.
7. Click Yes to confirm the recipient deletion process.
8. Click OK. 

Deleting multiple returns by return type

Deleting returns is permanent and cannot be reversed.

1. Click on the Utilities menu.
2. Choose Delete Returns and click on By Return Type.
3. Select the payer(s).
   • To select multiple payers press and hold the Shift or Ctrl key and click in the gray grid area on the left of the payer TIN for each payer you wish to select. You can also select all payers by pressing Ctrl and A on the keyboard or by checking the Select All Payers box.
4. Choose the return type from the Return Types listbox.
   • To select multiple return types, hold down the Shift or Ctrl key and click on each desired return type. You can also select all form types by holding Ctrl and pushing the A key or by checking the Select All Return Types box.
5. Click on Delete.
6. Click Yes to confirm the recipient deletion process.
7. Click OK.