To start a return:

1) Start by going to http://www.taxsoftware.com 

2) Click on the bar that says “Click here to start your tax return form;”

3) Click on ACCEPT ;

4) Click on NEW at the top of the page;

5) Fill in the name and address web page;

6) Select Information Returns and the correct Tax year;

7) Click on NEXT;

8) Select the type of form you want;

9) Click on NEXT;

10) Fill in one Form manually, entering all the information on the page.  The name line 1 will show inside the white box, on the top pf the page.

11) See the word “New#2” below the name you just entered in the Name 1 box and is showing inside the list box at the top of the page;

12) Click on the “New#2” work and fill out the second return’s information below.

13) Follow these steps until you entered all the returns

To create a spreadsheet (Not recommended for returns with less than 100 forms):

1) Click on EXPORT.

2) A spreadsheet template will be created and EXCEL will be launched.

3) Paste or type your data for the other forms into the spread sheet.

4) Number the rows from 0 to 100. One ROW is one recipient.  Do not change the column headings. Each column is one field, such as name, address, city, state, zip, amount etc.

5) Click on SAVE and save the file as a CSV file;

6) Go back to the web site click on IMPORT.

7) All of your data will be imported back to the website.

To Edit:

1) From the same computer where you entered your data click on the bar that says “Click here to do your tax return;”

2) Click on ACCEPT;

3) Click on the file inside the gray box, and then click on the EDIT icon at the top.

4) You can edit your return as many times as you want, until you are sure it is correct. Make sure you print and check it before you e-file. There is no limit of time for you to have access to you return, but make sure you follow the IRS deadlines.

To print:

1) From the same computer where you entered your data go to the page shown above "Taxsoftware.com Start Web Page".

2) Click on the PRINT ALL button to print you entire tax return.

or click on EDIT and select the specific Information Returns form that you wish to print by clicking on the name of the recipient

and click on PRINT to print just that form.

3) When you are using ACROBAT, make sure the ANNOTATIONS or COMMENTS box is checked on the print dialog screen. Depending on the version you have, it could say “Print documents and annotations,” or similar language.  Make sure you are using Acrobat 5.05 or later. Earlier versions of Acrobat may not print correctly. If you have a color printer, make sure you have blue color, or set it to print blank only. For more information please see: http://www.taxsoft.com/adobeprinterdialog.html

4) You can print your return as many times as you want, until you are sure it is correct. Make sure you print and check it before you e-file. There is no limit of time for you to have access to you return, but make sure you follow the IRS deadlines.

To e-file:

1) From the same computer where you entered your data go to the page shown above "Taxsoftware.com Start Web Page".

2) Click on the file, then press the EFILE button. The return is not e-filed until you press the EFILE button.

3) Then you must press the CONFIRM button. If the CONFIRM button does not show up you can manually launch the web page from Internet Explorer with the Browse button to find the file c:\btax\senddata.html If there is a balance due press the "Click to Pay".

4) You will receive an email within three business days indicating your forms have been ACCEPTED.

5) If you do not receive this email, your forms have NOT been E-Filed. The E-Mail will contain and acknowledgement file #. You will need this number for proof of your E-File if you need to later contact the IRS.

6) If there is any problems with your return or the IRS requires additional information you will receive an email indicating the file was REJECTED.

7) Then you need to return to the web site and fix any errors. You can see your IRS errors on the REVIEW screen by pressing the ERRORS button

8) To e-file states for Information Returns, you must check the "Check here to report data to states box".

9) Then you must print and sign and mail the Form 6847 to the IRS for the IRS to release the data to states.