Using QuickEntry to Select Payers

The QuickEntry function is a drop-down list of payers already in the system. Payer information can be entered directly into the Payer Manager or can be entered directly into a W-2 or 1099 form.

The QuickEntry function is found at the top of the following W-2 and 1099 forms:

  • W-2
  • W-2G
  • 1099-G
  • 1099-R
  • 1099-S
  • 1099-DIV
  • 1099-INT
  • 1099-MISC

To add previously-saved payer information to a W-2 or 1099 Form:

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 the tab for the W-2 or 1099.

W-2 Input Sheet

  1. Click the QuickEntry - Select Payer field to select it.
  2. Do one of the following:
  3. Click the drop-down arrow.
  4. Begin typing the payer Name or EIN in the field. The list is filtered as you type.

  1. Select the desired payer.

Making Changes to Previously-Saved Payer Information

If you make changes to existing payer information (selected from the QuickEntry - Select Payer drop-down list), those changes will also be saved to the Payer Manager when the return is saved.

 

See Also:

Adding Payers to the System