Video instructions and help with filling out and completing Who Form 1094 B Apps

Instructions and Help about Who Form 1094 B Apps

Welcome to the e-file site this easy-to-use site makes the process of filing your information returns convenient and affordable all while guaranteeing that your data is filed on time electronic filing is quickly becoming the preferred method for filing 1099s w-2s another IRS business tax forms due to its accuracy and speed some of the key benefits of e-filing include managing multiple payers with one account no requirement for paper forms or software and the capacity to import data from multiple file types such as our excel template IRS Publication 1220 text file and QuickBooks this video shows you in three simple steps just how easy it is to file your information returns step one is creating an account or logging in in order to create an account click Sign Up now enter an email address and password and continue through the account setup screens if you already have an account enter your email address and password in the appropriate fields and click login step two is setting up payers and recipients once you have created your account but before filing tax forms you must set up payers and recipients in this video we will use manual entry once you're on the screen to manually create your payers and recipients click add new payer enter your pair information accordingly once you have entered all your information click Save when you return to the payers and recipients screen you will see the newly created payer displayed in the grid now that you have a payer created click add new recipient blow the payer enter your recipient data once you have entered all your information click Save when you have finished creating both your payers and recipients an accordion-style grid will appear on your screen displaying all your payer and recipient information this feature is especially useful for accounts with many payers and recipients the grid can also be collapsed then expanded on the payer details to keep your information neatly concealed and easier to manage above the manage payers and recipients screen you'll also find an easy import section this allows you to access the upload center if you want to import payers and recipients instead of always entering them manually and lastly step 3 is to complete and file a tax form now your payers and recipients have been created you can start filing tax forms begin by clicking start filing below the grid on the manage payers and recipients screen or select filing center in the top navigation bar choose the forum you want to file and click file form type once you're on the forum screen start by selecting the payer from the drop-down menu all data fields will be populated for that specific payer then select your recipient from the drop-down menu and all your recipient information will populate for the required fields now enter your tax information in the appropriate data fields and click Submit and check out when you are finished you can also click Submit and file more to complete another form at the same type if you have more than one form to file once you have selected submit and checkout you will navigate to the forms in progress page here you will see the forms you just filed simply select the forms you're ready to file choose your service option from the drop-down which is either a file and delivery or a file only and then click add to cart when the forms are in your car select proceed to checkout to finish the process now that you have created your payers and recipients the next time you log in you'll be automatically directed to the dashboard from here you can easily navigate throughout the site as well as view your most recent filing activity for the current tax year the dashboard allows you to quickly access your payers recipients and the upload center if you're using one of the upload functions to create multiple forms it also provides a season summary of the current year filings from forms a filed and forms accepted by the IRS and SSA to recipient copies mailed and recipients who have selected a delivery receipt of their forms you can also access the filed forms page from the dashboard for more details on each of your filings including a filter for viewing specific forms it's that easy now that you've gone through the steps you'll be more familiar with the process the next time you file