How do I make corrections to my forms?
Correcting One Form at a Time
To correct a form:
- Click on "Filings" from the menu at the top of the page
- Click on your filing name
- Scroll down and view the recipient grid (as shown in the image below)
- Select the form you'd like to edit by clicking on the recipient name
- Make all necessary changes, then click "Finish" to save
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!