Search Forms

The Search Forms option in the Zenwork Tax1099 Dashboard helps users quickly locate specific tax forms by applying various filter criteria. It streamlines navigation, especially when users manage a large number of filings across multiple payers and recipients.

Navigate to the Tax1099 interface at Tax1099 - Manage Forms to search forms.

To search forms from dashboard, perform the following steps:

Login to the Tax1099 application.
On the dashboard page, select Search Forms from the Shortcuts list.

The Search Forms page appears.
Select the payer from the Select Payer list.
Select the tax year from the Select Tax Year list.
Select the View TIN check box to view the TIN.
Select the recipient name from the Search by Recipient Name list.
Select the client recipient ID from the Search by Client Recipient ID list.
All the forms are displayed along with the payer name, recipient name, tax ID, form name, status, submitted date, schedule date, and actions.