The Recipient Menu

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After opening a tax form, the Main Menu, shown below, is displayed:

 

The Main Menu

 

The Recipient Menu, appearing to the left of the vertical divider (Vertical Divider), together with the The Recipient Toolbar (the vertical panel of buttons bordering the right edge of the desktop) provide the functionality needed to manage your recipient returns.

 

The File menu includes selections for,

 

•Adding New Returns
•Rolling Forward 2020 Returns
•Locating Existing Returns
•Deleting Existing Returns
•Totaling All Returns
•Importing
•Exporting to CSV
•Electronic Reporting
•Printing
•Reporting

 

The Order By menu includes various indexes for sorting returns.

 

The Security menu includes selections for

 

•Setting Passwords
•Clearing Passwords

 

The Tools Menu contains management tools that will enable you to carry out difficult tasks quickly. For example, removing all 1099 MISC recipients who earned less than $600, or, re-computing Social Security and Medicare Wages and Withholding for all employees, or, printing W-2 forms for a specific State or Zip Code, just to name a few. You will find some rather useful examples in this section.