Editing Payer
To edit a payer, perform the following steps:
1. Login to the Tax1099 application.
2. From the left pane, select Payers.
3. The Manage Payers page appears, select the respective payer name you want to edit.
4. Select Edit from the Action list.
The Edit Payer page appears.
5. Select the type of payer.
6. If you select Individual as the type of the payer, then perform the following steps:
a. Under Payer Basic Information & Payer Address Information, edit the required information.
b. (Optional) Under Optional Information, edit if there are any uncommon scenarios that apply to the payer, and then click Save.
The confirmation message appears on the screen.
The selected payer is successfully edited.
7. If you select Business as the type of the payer, then perform the following steps:
a. Under Payer Basic Information & Payer Address Information, edit the required information.
b. (Optional) Under Optional Information, edit if the uncommon scenarios that apply to the payer, and then click Save.
The confirmation message appears on the screen.
The selected payer is successfully edited.