Editing Payer
Navigate to the Tax1099 interface at https://web.tax1099.com/#/payer to assign a payer to edit a payer.
To edit a payer, perform the following steps:
1. Login to the Tax1099 application.
2. From the left pane, select Payers.
3. Under the Payer Listing, select the respective payer tile you want to edit.
4. Select Edit from the Action list.
5. Select the type of payer, and then click Next.
6. If you select Individual as the type of the payer, click Next, and then perform the following steps:
a. On the Basic Information tab, edit the required information and then click Next.
b. On the Address Information tab, edit the address details, and then click Next.
c. (Optional) On the Optional Information tab, edit if there are any uncommon scenarios that apply to the payer, and then click Next.
The confirmation message appears on the screen.
The selected payer is successfully edited.
7. If you select Business as the type of the payer, click Next, and then perform the following steps:
a. On the Basic Information tab, edit the required information, and then click Next.
b. On the Address Information tab, edit the address information, and click Next.
c. (Optional) On the Optional Information tab, edit if the uncommon scenarios that apply to the payer, and then click Next.
The confirmation message appears on the screen.
The selected payer is successfully edited.