Tfp software help

Downloadable Version. Add to cart. Downloadable Version Your emailed invoice will include a link for download and installation instructions. About Us. By using this site you agree to the Terms of Service and Privacy Policy. We will send you a confirmation email with instructions and credentials to download your software.

Downloadable Software Codes are emailed during business hours Monday - Friday. Please allow 24 hours after purchase to receive your email. If you are getting your data from a manual source or if your accounting software doesn't have a tax form program, this easy to use template software will prompt you to fill in W-2 and Laser forms fast and accurately. Internet access required. Recommended for use with laser printers. Must have admin rights for installation. Remembered your password?

Back to login. Already have an account? Login here. Request a Business account here. TaxRight software, formerly known as TFP, is the secret to making e-filing your tax forms a breeze. Simplify the process by following our step-by-step guide to e-filing your forms using TaxRight software. When you open your TaxRight software, you should see a prompt box offering to walk you through the process.

The payer is the company that paid the wages, contractor dollars, or other payment to the employees, contractors, or other recipient. This will open a new prompt box. To create a payer, click the Add New Payer button and enter the correct information into the relevant fields.

All of the bolded fields are required fields. This will bring up your list of payers in the prompt box. Edit as needed. When you are finished, click the Save button. Select Tax Forms from the top-bar menu bar and select the relevant tax form from the dropdown menu. This will open a Payer and Recipient Selection box. Then, find and select the recipient you need to edit from the recipient list in the bottom left window.

This will cause the Edit Payer screen to open. Make the necessary changes within this box and click Save. The individual tax form will be updated, and your edits will be shown on the tax form. The recipient is the individual who received the money. Recipients are usually employees or contractors. Creating a recipient is similar to creating a payer. This will highlight the payer blue and allow you to proceed.

Click the Add Recipients Manually button. This will open a new box for entering recipient information. Enter all recipient information. Remember, bold fields are required fields. Now, at the bottom of the box, click the New button.

Enter the tax data into the tax form. Creating a recipient as a company is similar to creating a recipient as an individual.

When adding a recipient company, you can omit the name slot. Add the company name under Alternative Name. This will cause the Edit Recipient screen to open. Then, select the tax form for which you want to import from the Import Template drop-down menu. Click Get Template. This will open a box prompting you to name and save your Excel template. Type in a unique file name for the template e.

Click Save. Find and open the Excel template you saved. Enter your tax form data into the appropriate fields according to the template. Pull your TaxRight software screen back up and maximize it. On the Import Current Year Tax Forms screen, enter the number of records tax forms you are importing in the appropriate box labeled Of Records to Import.

Then, click the button on the bottom labeled Import. To Note: Add means you want to add more tax forms to the existing forms created for the selected payer. Overwrite means the current tax forms created for the payer selected will be overwritten with the new tax forms in the import, meaning all current tax forms in your software for that specific payer will be deleted.

Locate the template you used to input your tax form data earlier and click Open. Your software will import the data from the Excel file.

A screen will pop up showing the remaining payers available to import. Select either the All Payers or Singe Payer option. If you select the Single Payer option, you must highlight select the payer you want to import.