Entering Payee and Company Data

To Add a Payee Record, click the ADD button, or press the F3 key on your keyboard (or click on the F3-Add Menu). Fill out the "pop-up" data entry screen that appears, then Click OK, or press ALT+O. To change fields, press Enter, Tab, or use the mouse. To go back a field, press Shift+Tab.

Tax ID Numbers should be entered as follows: Social Security Numbers (for individuals) should have 2 dashes like this: 123-12-1234. Employer ID Numbers (which include companies, corporations, individuals and others) should have 1 dash like this: 12-1234567. If the type is unknown, enter 9 digits with no dashes like this: 987654321

To Change a Payee Record, double click on any cell in that row. Or, move the Highlight Bar (using the mouse, keyboard arrow keys or Search Menu) to the record of your choice, and press the Enter key on your keyboard. Make the changes in the Pop-Up form then click OK to update the grid, or click Cancel or press the Escape key, to forget the changes.

To Delete a Payee Record

Sometimes it's good to know who you "did not report". You can delete a record by "Voiding" it with the Edit Menu, but the record remains visible for audit purposes. Remarked or Voided records are never printed or sent to the IRS.

To completely remove a record from the file, move the highlight to that record, go to the Add-F3 Menu and choose Delete. Or use the Edit/Cut menu to delete and copy to the Windows Clipboard.

To Add Company Information

Your company information is entered only once, by clicking the "FILER" button, or clicking on the Options/Filer Menu. Company/Filer information can be entered either before or after the payee data is typed or imported. Company information is remembered when you click when you click OK. If you need company information again (for another form type, for example) just click the REPOPULATE tab. There is no need type your company information twice.

To Add TCC Holder Information

TCC Holder information is not needed for printing. It is needed only for e-Filing to the IRS. TCC Holder information is entered only once, by clicking the "TCC Holder" button, or clicking on the Options/TCC Holder Menu. TCC Holder information must be entered before electronic filing to the IRS. For more information see Obtaining a TCC Number. TCC Holder information is remembered and can be REPOPULATED. There is no need to type TCC holder information twice.

Foreign Addresses

To enter a foreign address, click the "foreign address" check box at the bottom left of the data entry screen. Use the City box for the foreign city, province and country. Do not use the state box. Use the zip box for the foreign zip code, if any.