Recipient Data

Recipient Data

How to Add Recipient Information

1. Above the grid, click the blue + Add Form button. (Alternatively, navigate to the Edit menu and select Add Form.)
2. A form will appear, fill out all necessary information.
3. Once completed, click the blue Save [Ctrl+S] button at the bottom left to save the current entry and close the window.
4. Or, click Save and New [Ctrl+U] to save the current recipient and immediately start adding another form.

How to Edit Recipient Information

1. With the file open in the grid, locate the desired recipient that requires changes.
2. On the far left of the recipient’s name, click the Edit button.
3. In the Form window, update any necessary fields (e.g., First Name, Last Name, Address, TIN, or financial amounts).
4. Click the blue Save [Ctrl+S] button at the bottom left of the window to apply the changes and return to the grid.

How to Delete a Recipient Form from File

1. With the file open in the grid, locate the desired recipient that needs to be removed.
2. On the far left of the recipient’s name, click the ‘X’ (delete) button.
3. Confirm the deleted record by clicking OK on the pop-up window.