How do I make corrections to my forms?
Correcting One Form at a Time
Step 1: Click on the name of the recipient to edit their form.
Step 2: The details of the error will be listed at the top of the page.
Step 3: Make any necessary changes to the form.
Step 4: Then, click "Finish" to save.
Step 5: Repeat for all necessary forms, then submit the corrections to the IRS by clicking the "e-file" button.
Correcting Multiple Forms at Once
If you have several forms you would like to edit, you can:
- Make changes to your import spreadsheet and re-upload the updated data by following the procedure outlined here:
- If you don't have an import spreadsheet, you can export your data into a spreadsheet format by following the procedure outlined here:
**Don't forget to e-file your corrections with the IRS by clicking 'E-File' at the top of your filing. Don't forget to send out updated employee copies by downloading your PDFs or by ordering our print and mail service!