State Form Not Updating After Changing Recipient Transaction Data

Delete and Recreate the State Form

1. Click on the Payer List button.
2. Highlight the payer the state form is assigned to.
3. In the Form List, highlight the state form to be deleted.
4. Click on the Delete button.
5. The following prompt will display, Are you sure you want to delete this form? Click Yes to confirm.
6. The following prompt will display, Are you sure you want to delete X from the main files? (where X is the State form being reported). Click OK to confirm deletion of the form.
7. With the payer still highlighted on the left, select the Add Form button.
8. Choose the state from the Federal/State/Local drop down menu.
9. Select the state form from the Form Name drop down menu.

Using the Fill Button

1. Click on the Payer List button.
2. Highlight the desired payer to whom the state is assigned.
3. Double click the state form in the Form List.
4. Click on the Fill button on the right of the state form input screen.
5. The following prompt will display, "Filling or Undoing this form will permanently overwrite any manual entries you have made on the form itself. Is it OK to lose your manual entries?" Select Yes.
6. The state form will update with the new transaction data.