Sections in This Category

Printing Forms

  • Updated

Navigating to Print Forms

Print Forms is located in your side navigation.

PR-01.png

Select Tax Year

Printable forms will not display until selections are made from the Select Payer dropdowns. First, select the Tax Year.

PR-02.png

Select Form Type

Then choose the form you want from the Form Type dropdown. A State can be selected (if applicable) or left on the default selection. 

PR-03.png

All available forms will appear. If your list is longer than ours, use the search field to search for any TIN or Payer Name.

PR-04.png

Select Payer

When you find the Payers you want to print, click the box to the left to choose them.

PR-05.png

To print specific recipients from a Payer, click Form List.

PR-06.png

In the Form List, all recipients within that Payer will be preselected. Deselect any you don't wish to print, and then click Save in the upper right corner. Once your selections are complete, click back to return to the print area.

 

 

Select Print Options

In the upper right corner you will find the available print options for the form type you selected. When you've selected a Payer, Print Options will become interactive.

PR-07.png

Make a selection from the Form Copy dropdown list that best fits the printout you desire.

PR-08.png

Now click on Preview/Print to prepare your print files for download.

PR-09.png

Finally, click OK on the preparing forms notification and a zipped file with your form copies will download to your browser.

PR-10.png

Check your browser download files if you don't see this file automatically. Click into the zipped file and open the PDF to start printing your forms locally.

PR-11.png

 

Yearli Tip:  You can also print submitted forms from E-File History.

Was this article helpful?

0 out of 0 found this helpful