Payer Manager

The Payer Manager retains information on companies and employers who generate W-2 and 1099 information for your 1040 clients. Once entered in the system, a payer is saved and can be quickly added to subsequent W-2s and 1099s from a convenient drop-down list.

To access Payer Manager and view payers:

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

Payer Manager

How To Topics:

Payer Manager Function

Description

Find (Ctrl+F) check box/field

If you select the check box and begin typing in the field, the window will jump to an entry matching the entry.

Clear Filters

Clears the Find filter and displays the entire list of payers in alphabetical order.

Pagination controls

Pagination controls allow you to set the number of items on a page as well as which page of data you're viewing. See Manager Pane.

Add New

Inserts a new row with blank fields for new payer information.

Delete

Removes the selected payer information from the Payer Manager.

Export

Exports a .csv file of all payers stored in the Payer Manager.

Close

Closes the Payer Manager.

Help

Opens Program Help window to information about Payer Manager.

Reset Columns

If you rearrange the order or size of the columns in the current tab of the manager, this resets the columns to their original order and size.