Tax Forms Helper® Software
About the Software

Why do I need to purchase the current year’s version of Tax Forms Helper®
if I already have a previous year’s version of the software?


Where can the Tax Forms Helper® software be purchased?

Why do I need to “update” the current version of Tax Forms Helper®?

Can Tax Forms Helper be run from a network drive?

Using the Software

How do I install the software manually?

How do I import data from a previous version into the current year’s version of Tax Forms Helper®?

Can data from other software programs be imported into Tax Forms Helper®?

What’s the easiest way to move from field to field?

How do I navigate from record to record?

How do I enter a new record?

How do I change an existing record?

Several records have been entered, but only the last one appears to have been saved in the software.

State ID doesn't show up on the W-2 form or the 1099-MISC. form.

How do I delete a State ID entry in box 15 of the W2 forms, or box 17 of the 1099-MISC. forms?

How can I backup the tax data I have entered?

Printing from the Software

What’s the correct process to print out the tax forms?

Zeros (.00) appear on the screen but won't print on the form. (also $ signs and commas).

How can I print just one or a few records?

When using selection criteria, why are W2 or 1099-MISC. records that I have not selected, printing?

The print is too large, or not printing the text correctly, or nothing prints.

I am using Windows XP, and it is printing large text over small text.


Technical Support

Answers to most of your questions can be found in the Help Menu in the software program or below.
Other questions can be directed to a technician: 
Email:
Phone: (877) 860-4648
Fax: (800) 282-7329



Why do I need to purchase the current year’s version of Tax Forms Helper® if I already have a previous year’s version of the software?

The software is updated every year to incorporate the changes in the tax laws as well as any format changes that might have been made to the forms. We recommend you purchase the current version to assure you are in compliance.

Note: Updating your Tax Forms Helper® software ensures it includes any last minute changes made by the IRS at the end of the year. See How to Update Your Software.


Where can the Tax Forms Helper® software be purchased?

Click on the "WHERE TO BUY" Link to find retailers who sell Tax Forms Helper® software along with a wide range of tax forms.

Why do I need to “update” the current version of Tax Forms Helper®?

It is common practice for the IRS to make changes at the end of the calendar year. It’s a quick and easy process. Complete instructions are below.



To use the Update from the Web utility:
1. Start your Internet Connection.
2. Open "Tax Forms Helper®" software.
3. Click on Update > Update from the web (on the toolbar, from within the tax software).
4. After the update downloads it will open the installation wizard.
5. Follow the onscreen prompts.
6. The software will automatically open again once you click on the "Finish" button. (as long as the check mark is left in the box)
Your tax data will not be affected by the update so you can update your software at anytime.

(Note that downloading the “Program Update” will NOT upgrade a previous year’s version of Tax Forms Helper® to make it suitable for the current year.)



Can Tax Forms Helper® be run from a network drive?

We don't recommend running the Tax Forms Helper® from a network drive. The software is designed to run from a local machine. Due to the variety of the different network designs and software, TOPS is not able to provide technical support for the software if it is being run over a network.

How do I install the software manually?

1. Place the CD in the drive.
2. Double click on my computer.
3. Right click on the CD Rom drive.
4. Select open.
5. Double click on the TFHSetup folder.
6. Double click on the file TFH_Install.exe This will start the installation wizard.


How do I import data from a previous version into the current year’s version of Tax Forms Helper®?

1. Click on "File".
2. Click on "Import TFH DB".
3. Click "Find TFH Records"
4. Once files are displayed (this will take a few seconds), click on "OK".
5. Click on "Import TFH Records".


Can data from other software programs be imported into Tax Forms Helper®?

Tax Forms Helper® does not have the option to import data from other software programs. Only data used in Tax Forms Helper® the previous year can be imported into the current year’s version (see above). First time users will have to enter records needed in order to use the program the initial year.

What’s the easiest way to move from field to field?

Use the tab button to move from field to field.

How do I navigate from record to record?

To move from record to record, click on the hands on the toolbar at the top of the screen. If you do not see the hand icons, click on ‘Tool Bars’, ‘Database Navigation’. If "Database Navigation" is checked the hand icons will be on screen. There are four hand icons – two on each side of a number. (The number shows total number of records. These numbers refer to the employer, W-2, or 1099-MISC entries based on which screen is displayed, i.e. if Employer/Payer Information is displayed, this number refers to the number of employers entered.)
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· The hand pointing up; moves to the first record in the table.
· The hand pointing left; moves back one record.
· The hand pointing right; moves forward one record,
· The hand pointing down; moves to the last entry in the table.


Another way to navigate through the records is to click on Tool Bars > Grid View. This will enable a grid at the bottom right of each of the screens that will list all of the records that have been saved. When working with the W-2s and 1099-MISCs the grid will show all the records for the particular employer listed in the upper left corner of the record. To change to another employer within the W-2 and 1099-MISC screens, click on the Select Employer button and select the desired employer.
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How do I enter a new record?

To fill out a new entry, click on FILE > NEW or click on the NEW icon, . After you have finished entering the record, click on the Save button or FILE > SAVE to save the current record. Click on NEW and start the process over again until all records have been entered.

How do I change an existing record?

If you need to make changes to a record that has already been saved, scroll to the record you need to change and make it the active record on the screen. When you have made the desired changes, click on the computer disk icon to save, or click FILE > SAVE.

Several records have been entered, but only the last one appears to have been saved in the software.

To enter more than one employee, W-2, or 1099-MISC, click on New button to enter a new record or it will over-write the current record that is onscreen. (see complete instructions for how to enter a new record).

State ID doesn't show up on the W-2 form or the 1099-MISC. form.

In order for the State ID to appear in box 15 of the W-2 or box 17 of the 1099-MISC, you’ll first need to enter the State Code and State ID on the Employer\Payer screen. Do this by clicking on the Employer State Information button on the Employer\Payer screen.

After you enter the information on the Employer\Payer screen you will be able to select the state information by clicking on the drop down arrow and actually CLICKING ON the correct ID number on the W-2 or 1099-MISC form.



How do I delete a State ID entry in box 15 of the W2 forms, or box 17 of the 1099-MISC. forms?

To delete a state code and ID from a record: Click on the drop down arrow and click on button "Clear State ID".


How can I backup the tax data I have entered?


To Backup the data in the Tax Forms Helper®:
· Click Utilities> Backup Restore Files Utility.

· Click Backup Data To. In a few seconds, a box will appear.
· Select the destination drive and directory you would like to save the information to (if you want to backup to diskette, place disk in drive)

Tip: If you want to backup the data to a CD, backup the data to the hard drive first, then burn the file to CD using the software and procedure you normally use to burn a CD. If you have questions concerning your CD burning software, please contact the manufacturer of that software for assistance.

· Click OK.
· A window will appear stating the backup is complete.
· Click OK.

To Restore the data to be used in the Tax Forms Helper®:
Warning: This process will delete all current viewable data.
· Click Utilities> Backup Restore Files Utility.
· Click Restore Data From.
· Select the drive directory where the backup files was saved.
· Click OK.
· A window will appear asking if the backup copy should replace the file that is in the Tax Forms Helper® directory.
· Answer "Yes" for all the files that you would like to replace.
· After all of the files have been copied to the Tax Forms Helper® directory a window will appear stating the restore is complete.
· Click on OK.


What’s the correct process to print out the tax forms?

Printing W-2 forms
Because of the variation in printers and printer drivers it is highly recommended to print a test page on a blank paper and hold the printed page up to a W-2 form in a well lighted area to check for alignment. Choose two W-2s through the selection criteria to print a test page. Once the forms are satisfactorily aligned, then all W-2 forms can be printed.
· Load the printer with Copy A.
· Click FILE, PRINT.
· Click PRINT (leave the number of copies at 1).
· Remove any extra copies of Copy A forms and load your next set of forms..
· Print your second set of forms.
· Repeat this process until all copies are printed.

NOTE: W-2 forms are printed two to a page. This means there are two different W-2 employees on a page. If you select to print more than one copy at a time the forms will have to be counted and placed in the printer in groups, all at one time. (Ex. 10 sheets of copy A followed by 10 sheets of copy 1 etc.)

Printing 1099 forms
Because of the variation in printers and printer drivers it is highly recommended to print a test page on blank paper and hold the printed page up to a 1099 form in a well lighted area to check for alignment. Choose two 1099 through the selection criteria to print a test page. Once the forms are satisfactorily aligned, then all 1099 forms can be printed.
· Load the printer with Copy A.
· Click FILE, PRINT.
· Click PRINT (leave the number of copies at 1).
· Remove any extra copies of Copy A forms and load your next set of forms.
· Print your second set of forms.
· Repeat this process until all copies are printed.

NOTE: 1099-MISC, DIV, INT and R forms are printed two to a page. This means there are two different 1099-MISC recipients on a page. (three for 1098) If you select to print more than one copy at a time the forms will have to be counted and placed in the printer in groups, all at one time. (Ex. 10 sheets of copy A followed by 10 sheets of copy 1 etc.)

Zeros (.00) appear on the screen but won't print on the form. (also $ signs and commas).

The IRS requests that dollar signs, commas and zero values (0.00) NOT be printed on the forms. The dollar signs and commas appear on the screen to make viewing easier. None of them will print on the forms. Even if zeros are entered and show on the screen they will not print on the forms. If you are submitting a corrected form and the field requires zeros (0.00) per the IRS, click on File > Preferences and uncheck "Suppress printing of Zeros". This will allow zeros to print.

How can I print just one or a few records?

Use the "Selected List" function to print specific records.
This option will print selected records of a particular form type:
To enable this function:
Select a form type (W-2, 1099-MISC, 1099-INT, W-3, 1096 for MISC, or 1096 for INT) by clicking on the white square to the left of the form type.

Selected list for W3 and 1096 Summary Forms:
Specific W2s and 1099s can be selected to be summarized on the W3 and 1096.
(Example: To send in a few corrected 1099s and the 1096 to accompany them, select only the 1099s that have been corrected and need to be summarized on the 1096. Then print the 1096.)

Click the white square to the left of ‘Selected List’. The button to the right of the Print Options box will be enabled.
Click


(This is a sample of what the Selected List screen looks like.)

To select all of the records for a particular employer\payer – click in the box next to the employer\payer’s name. It will place a check mark next to the employer name
and all records beneath that employer\payer (see the first employer\payer listed in the example above)

To select particular employee\recipients – double click on the employer\payer to view the record(s). Then click on the desired records. The blue box inside the box next to the employer\payer signifies there are records selected for that employer\payer but not all of them. (see the second employer\payer listed in the example above)

If there are is not a blue box or check mark before the employer\payer then no records have been selected.

To deselect a record – Simply click on check mark in front of the record and it will remove the selection.

TIP - If there is a in front of the employer\payer that signifies that there are records listed for that employer\payer that are hidden. Click on the employer\payer to show the records or click on the .
A in front of the employer\payer signifies that all records listed for that employer\payer are visible.

When all records to be printed have been selected:
Click
The "Selected Items to Print" window will close and you are now back to the "Print Options" window. The box on the left lists all the records that have been selected to print.

If there is a record listed that you don’t want to print or need to add a record to the list, click on the or button to open the selection window again.

Click on in the upper right corner of the Print Options Box to print the selected records.

Only one type of form (W-2, 1099-MISC, 1099-INT, W-3, 1096 Misc, or 1096 Interest)can be printed at a time.


When using selection criteria, why are W2 or 1099-MISC. records that I have not selected, printing?

If the Selection Criteria function has been used previously, click on this button to clear previous selections.


The print is too large, or not printing the text correctly, or nothing prints.

Using Windows XP, you are trying to print and nothing prints or it's not printing the text as it should, try the solution below.
For XP:
· Close the Tax Forms Helper®.
· Click on Start > Printers.
· Right click on the printer.
· Select Properties from the pop-up menu.
· Click on the Advanced tab.
· Select "Print Directly to Printer".
· Click on OK.
· Try printing again.

I am using Windows XP, and it is printing large text over small text

· Close the Tax Forms Helper®.
· Click on Start > Printers.
· Right click on the printer.
· Select Properties from the pop-up menu.
· Click on the different tabs at the top. (all of the printer drivers are different).
· Do you find an option for Draft/Black printing checked?
· Check Normal/Color.
· Click on OK.
· Try printing again.


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