Adding Payers to the System

You can add payers to the system in two ways:

• Entering payer information on W-2 or 1099 forms
• Entering payer information directly into the Payer Manager

Using either method, the system saves any payer information in the Payer Manager. This information is then made available on W-2s and 1099s via the QuickEntry - Select Payer drop down list. See Using QuickEntry to Select Payers.

Adding Payers to the System from a Form

The default Enable Payer Manager setting in Open Return Preferences ensures that any payer information entered directly on a W-2 or 1099 form will be automatically saved to the Payer Manager repository. For subsequent W-2s and 1099s, the payer appears in the QuickEntry-Select Payer drop-down list.

Payer information is added when entered onto forms W-2, W-2G, 1099-G, 1099-R, 1099-S, 1099-DIV, 1099-INT, and 1099-MISC.

To add new payer information to a W-2 or 1099:

This instruction assumes that you've created a return with either a W-2 or 1099 input worksheet attached.

1. From the open return, click either the W-2 or 1099 tab.

The input worksheet of the corresponding form appears.

You can enter payer information on either the Input or Detail worksheet, depending on your preference.

2. Enter payer information on the form.
3. To save the return, do one of the following:

• Click the Save button on the toolbar
• Click the Returns menu; then, select Save Return

To add payers directly to the Payer Manager:

1. From Return Manager, click the Tools menu; then, select Payer Manager.

Payer Manager

2. Click Add New.
3. Enter the payer’s information on the row provided.
4. Click Close.