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Can I transfer my data from the 2005 version to the 2006 version?
We have developed a roll forward utility for your convenience, which will automatically run upon installing your software. Be
sure to select the button that says to "Roll forward 2005 Data" when program installs.
I've successfully completed the roll
forward, however I can't see my recipients on the forms.
After completing the roll forward both your Recipients and Filers are in the software.
First select a filer, choose the form type e.g.1099-MISC, or W-2. Choose to add a Recipient- a blank form will appear on your screen. Place your curser in the Recipient Identification Number box and press
F2 or right click. Immediately all of your recipients will appear in the Master Recipients List. Highlight the recipient you wish to use, click on the SELECT button and the recipients name, SS# or TIN#, address,
City, State & Zip will automatically be filled in. You will then enter the required tax information and click on the Save button. A blank form will again appear on the screen awaiting the next entry
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