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Frequently Asked Questions (click tabs to expand)

Pop-Up Blockers

Pop-up Blockers must be disabled for eFileMyForms my forms to function correctly. Not disabling pop-up blockers will prevent you from being able to save changes, add to cart, checkout, and print PDF copies. Please be sure to completely close out & re-open your browser after applying the below changes.

Select from the "How To Turn Off..." options below for walkthroughs of how to turn off your browser's pop-up blocker.

How To Turn Off Pop-Up Blockers

Internet Explorer -

  1. Open the Internet Explorer icon on the taskbar.
  2. Click the Tools button (the upper right image of a gear).
  3. Select Internet Options.
  4. Open the Privacy tab.
  5. Make sure the checkbox under Pop-up Blocker is unchecked.
  6. Click the following for a walkthrough with pictures How To Turn Off Internet Explorer Pop-up Blocker
Chrome -
  1. Open the Chrome icon on the taskbar.
  2. Click the Tools button (the upper right image of three horizontal dots).
  3. Select Settings
  4. Select Show Advanced Settings (a small link at the very bottom).
  5. Under the Privacy tab, select, Content Settings.
  6. Scroll down to the Pop-ups portion and select "Allow all sites to show pop-ups".
  7. Click the following for a video walkthrough How To Turn Off Chrome Pop-up Blocker
Firefox -
  1. Open the Firefox icon on the taskbar.
  2. Click the Menu button (the upper right image of three horizontal lines).
  3. Select Options.
  4. Select the Content tab on the left-hand side.
  5. Make sure the checkbox under Pop-ups is unchecked.
  6. Click the following for a walkthrough with pictures How To Turn Off Firefox Pop-up Blocker
Safari -
  1. Open the Safari icon on the taskbar.
  2. Click the Settings button (the upper right image of a gear).
  3. Select Preferences.
  4. Select the Security tab from the top toolbar.
  5. Make sure the checkbox under Pop-ups is unchecked.

How To Add a Filer

Filer - A person or organization filing a 1095, 1099, W-2, or 1042-S series form. The term filer, employer, and payer are sometimes used interchangeably.

  1. From the Account Home Screen click on Manage Filers under the Quick Links Menu.
  2. Click Add New Filer button.
  3. At this screen input all the information for the filer and click the Save button.
    1. *Note all necessary fields must be filled out (these are the fields that show up pink) If you do not have a Department Code you must still enter something, for example 001.
  4. At this point you will be able to add a State ID if needed. If you are not required to enter a State ID click on the Save/Continue button.
  5. This will take you back to the Select a Filer page where you will see your newly created filer listed.
    1. If you do not see your filer listed at this page then at the top of the page (above the Last Name/ Company column) mark the box to “Include inactive filers”.
    2. If you now see your filer listed;
      1. Select that filer and click Edit Filer.
      2. Locate the “Miscellaneous Information” box (the box just after the address) and where it asks “Is Active?” use the drop down box to select “Yes” and click Save.

How To Edit a Filer (Before & After an Order Has Been Placed)

  1. Under Quick Links on the Left Hand side from the Account Home screen choose Manage Filers
  2. Choose the filer that you want to alter, then click on Edit Selected Filer. This will show you all the filer information. From here you can change the name, address EIN, etc. If you want to alter the phone number, Department Code or Contact name select the appropriate one under the header Departments/Contacts then click on edit. You will then be able to edit the phone number, Department Code or Contact name. Once all information has been updated be sure and click save.
    1. If you are changing the TIN number for the filer a new (duplicate) filer will be generated.
  3. To apply the updated filer information to the purchased form under the Order tab click on Order History.
  4. Click on the appropriate order number
  5. Click on the form you want to update the filer information for.
  6. Click on Replace Filer.
  7. Choose the updated filer from the list and click Continue.
  8. Verify that the correct recipient is selected and click Continue.
  9. You will now see the completed form, click Save.
  10. The above steps must be done in order to apply the updated information to the purchased form.

How To Add a Recipient

Recipient - an individual or business that receives a 1099 series form. Employees receive W-2 forms. The terms "recipient" and "employee" are sometimes used interchangeably.

  1. From the Account Home Screen click on Manage Recipients under the Quick Links Menu.
  2. Click the Add New Recipient button.
  3. You will now see the “Recipient” screen where you can enter their TIN (Tax Identification Number), address etc.
  4. When you are done filling out their information click Save.
  5. This will take you back to the Select a Recipient page where you will see your newly created recipient listed.
    1. *Note if you do not see your recipient listed at this page then at the top of the page (above the Last Name/ Company column) mark the box to “Include inactive recipients”.
    2. If you now see your recipient listed;
      1. Select that recipient and click Edit Recipient.
      2. Locate the “Additional Information” box (the last box) and where it asks “Is Active?” use the drop down box to select “Yes” and click Save.

How To Edit a Recipient (Before & After an Order Has Been Placed)

  1. Under Quick Links on the Left Hand side from the Account Home screen choose Manage Recipients
  2. Choose the Recipient that you want to alter, then click on Edit Recipient. This will show you all the Recipient information. From here you can change the name, address EIN or SSN, etc.
  3. To apply the updated Recipient information to the purchased form under the Order tab click on Order History.
  4. Click on the appropriate order number.
  5. Click on the form you want to update the recipient information for.
  6. Click on Replace Recipient.
  7. Choose the updated recipient from the list and click Continue.
  8. Choose the updated recipient from the list and click Continue.
  9. You will now see the completed form, click Save Form.
Be sure to print and mail the appropriate copy to the Recipient as the original will have already been mailed out. To print a copy to send to the recipient follow the instructions under How to Print a Form (PDF).

How To Start A Manual Entry Filing

  1. From the Account Home Screen click on Start a New Filing under the Quick Links Menu.
  2. Choose the correct Tax Year i.e. 2015 season, 2014 season etc.
  3. Click on the form Type you want to file i.e. 1099-MISC, W-2 etc.
  4. Choosing the Filer
    1. If you have a Filer already set-up select the filer you would like to use and click Continue
    2. If you do not have a filer or need to add another filer click Add New Filer. On the next screen input all the information for the filer and click the Save button. Add state ID if needed. If not click on the Save/Continue button (this will take you back to the Select a Filer page, you can now select the filer you just created and click continue).
  5. Choosing the Recipient.
    1. If you have a Recipient already entered select the recipient and click Continue.
    2. If you do not have the Recipient entered click Add New Recipient. Enter the recipient information on the next page then click on the Save button (this will take you back to the Select a Recipient for Filer XXXXX page, you can now select the recipient you just added and click Continue).
  6. On the Blank form enter the appropriate information into the appropriate box. Note that the Filer and Recipient address information will already be filed out. When you are done click Save Form.
  7. Choose if you want to:
    1. Add Filing to Cart - Adds the filing/record to the cart for purchase now or later.
    2. Browse Filings - Review your filings, add multiple forms to your cart, and place a single order for all forms at once.
    3. Add More Filings - Option to continue adding new filings. You can always put this filing, or any others you enter, in your shopping cart later. You can also remove filings from the cart at any time to edit them.
    4. Account Home - Return to your account home page.

How To Import Forms from Excel

  1. Click on Import Forms under the Quick Links menu on the Account Home page.
  2. Select the Tax Year, from the upper red toolbar, that you would like to import forms for, i.e 2016 Season.
  3. Click on the form type that you would like to import, i.e 1099-MISC or W-2.
  4. Import Options:
    1. Enter a label for this import (optional). This is helpful if you have multiple import files and need to reset/void an import.
    2. Select the Filer that you would like to import the forms under.
      1. Use the "Read From Import File" option only if you are using eFileMyForms's "Sample Import Files w/Filer Import".
    3. Click on Choose File and browse to the file that you would like to import.
    4. Click Submit.
  5. Import Mapping:
    1. Drag & Drop - If you are not using eFileMyForms's standard import maps then you can drag & drop the header information from your import file, located on the left-hand side, to the correct location on the actual tax form, located on the right-hand side.
    2. Auto Map - If you are using eFileMyForms's standard import maps then select this option and all fields will be mapped to their corresponding location on the tax form.
    3. Click Submit.
  6. Import Summary & Details:
    1. Summary - Lists the total number of records that were imported successfully, imported with validation errors, and/or rejected from import.
    2. Details - Provides detailed error messages that may cause possible IRS/SSA filing errors, rejects, and/or mailing delivery problems. These records should be reviewed & fixed, where necessary.
  7. Select the "Click here to view the forms just imported" option. All forms, excepted for those listed as rejected, are now in the Work In Progress page.

How To Create Reports

Totals Report - This report will give the customer the box total’s for each for type in that order.
Summary Report - This report will give the customer a summary of what was filed for each recipient (for each form type if more than 1 was filed) for that order. This will include all the recipients/forms in that order.

  1. If an order has already been purchased:
    1. Under the Orders Tab Choose Order History.
    2. Click on the order number to choose the order you want to run the report for.
    3. Then choose either “Totals Report” or “Summary Report” the report will open up in another window.
  2. For items currently in your cart:
    1. You can do so from the Shopping Cart Screen.
    2. Then choose either “Totals Report” or “Summary Report” the report will open up in another window.
*Summary Reports will not be generated if you have more than 100 records in the report. If this is the case, please use the Totals Report instead.

How to Complete Your 1094 Transmittal for ACA 1095 Forms

  1. The 1094 transmittal(s) must be completed before any order for 1095 ACA forms can be placed.
  2. Select the Work In Progress tab once your 1095 order is ready to be placed.
  3. Select the Transmittal Required hyperlink on the right-hand side of any of the 1095 forms listed.
    1. Review the pre-populated information and complete the remaining fields on the 1094.
  4. Click the Save or Next Step button from the top or bottom of the page.
  5. The text will now read Transmittal Completed (Not In Cart) from the Work In Progress tab.
  6. Follow the instructions in the "How To Place an Order" tab (below).

How To Place an Order

From the "Select Forms" Checkout screen:

  1. For each form that you want to add to your cart click on the cart icon with a green plus sign under the cart tab. You will need to do this for each form you wish to add.
    1. You can also use the Actions drop-down and Add All To Cart.
    2. Once you have chosen all the forms you wish to add click on View Cart.
  2. Verify that all the Forms listed in your cart are those that you want to submit. If you need to remove a form from your cart click under the cart tab click on the cart icon with the red minus sign to the far right to remove the form. If you need to add a form choose Add New Filing to add a new form or Browse Filings to add an already existing form that has not already been purchased.
    1. At this point if you would like to add the TIN Check Service to each form in your order Check off the box where it says “Add the “TIN Check Service” to my order for only $1 per filing (form).
  3. Once all desired forms are in your cart click on Checkout.
  4. Accept the terms of service and click Continue.
  5. Enter payment information if this is your first order or if you need to update the saved payment information.
  6. Click the Continue button.
  7. Verify all information on the Review page and click Confirm Order to finish.
    1. If you have a Recipient already entered select the recipient and click Continue
    2. If you do not have the Recipient entered click Add New Recipient. Enter the recipient information on the next page then click on the Save button (this will take you back to the Select a Recipient for Filer XXXXX page, you can now select the recipient you just added and click Continue).
  8. On the Blank form enter the appropriate information into the appropriate box. Note that the Filer and Recipient address information will already be filed out. When you are done click Save Form
  9. Choose if you want to:
    1. Add Filing to Cart - Adds the filing/record to the cart for purchase now or later.
    2. Browse Filings - Review your filings, add multiple forms to your cart, and place a single order for all forms at once.
    3. Add More Filings - Option to continue adding new filings. You can always put this filing, or any others you enter, in your shopping cart later. You can also remove filings from the cart at any time to edit them.
    4. Account Home - Return to your account home page.

How To Print a Form (PDF)

  1. Click on Order History under the Order Tab
  2. Click on the order number you would like to view. This will take you to the page listing all the forms processed in that order.
  3. Find the correct Recipient that you would like to print copies for and select the "PDF" checkbox to the far right. Near the bottom right, next to the Order Total, click on the drop down menu that reads "Copy B" and choose the copy that you would like to print for that recipient.
  4. Click on Get PDF’s at the bottom right corner of the screen.
  5. Be sure that you have pop-up blockers disabled - How To Turn Off Pop-Up Blockers.

How to Email a Form (PDF)

  1. Click on Order History under the Order Tab
  2. Click on the order number you would like to view. This will take you to the page listing all the forms processed in that order.
  3. Click on the envelope icon under the Email tab.
  4. When window opens up enter the recipients email, enter any desired message (be sure and check the "check to include the following note in the email" box
  5. Choose the copy that you would like to email them from the drop down
  6. Click send email
*The recipient will need a password to open their forms. The password is predetermined and follows this format: First 5 digits of their TIN, then a dash, First 5 digits of their zip Example: SSN 123-45-6789 and Zip 12345 Password would be 12345-12345.

How to Edit A Form After an Order is Placed (Before IRS/SSA Filing)

  1. To Change a Dollar Amount
    1. Under the Order tab click on Order History
    2. Click on the appropriate order number
    3. Click on the form that you need to update
    4. Change the appropriate information in the appropriate box and click save.
    5. Be sure to print and mail the appropriate copy to the Recipient as the original will have already been mailed out.

  2. How To Change/Update Filer Information
    1. Under Quick Links on the Left Hand side from the Account Home screen choose Manage Filers
    2. Choose the filer that you want to alter, then click on Edit Selected Filer. This will show you all the filer information. From here you can change the name, address EIN, etc. If you want to alter the phone number, Department Code or Contact name select the appropriate one under the header Departments/Contacts then click on edit. You will then be able to edit the phone number, Department Code or Contact name. Once all information has been updated be sure and click save.
      1. If you are changing the TIN number for the filer a new (duplicate) filer will be generated.
    3. To apply the updated filer information to the purchased form under the Order tab click on Order History.
    4. Click on the appropriate order number.
    5. Click on the form you want to update the filer information for.
    6. Click on replace filer
    7. Choose the updated filer from the list and click continue
    8. Verify that the correct recipient is selected and click continue.
    9. You will now see the completed form, click Save

      *The above steps must be done in order to apply the updated information to the purchased form.

  3. To Change/Update the Recipient
    1. Under Quick Links on the Left Hand side from the Account Home screen choose Manage Recipients
    2. Choose the Recipient that you want to alter, then click on Edit Recipient. This will show you all the Recipient information. From here you can change the name, address EIN or SSN, etc.
    3. To apply the updated Recipient information to the purchased form under the Order tab click on Order History.
    4. Click on the appropriate order number.
    5. Click on the form you want to update the recipient information for.
    6. Click on Replace Recipient
    7. Choose the updated recipient from the list and click continue
    8. You will now see the completed form, click save form
      *The above steps must be done in order to apply the updated information to the purchased form.
*Be sure to print and mail the appropriate copy to the recipient as the original may have already been mailed out.

How to Update Payment Information

  1. Changing Saved Payment information
    1. Go to the Account tab, then choose Address & Payment Information. You will now see the screen to make any saved billing updates.
    2. Once you have updated the appropriate information click on Update Account.

  2. Changing Payment information that was Declined on a placed order
    1. Go to Orders then to Order History
    2. Click on the order that the payment didn’t process for. Note that under status in red it will say Payment Problem for the order the payment was declined.
    3. Then click on Update Payment Information in the Resubmit Order box
    4. You will need to agree to the Terms of Service once more and click continue
    5. You will now see the screen to update your information.
      1. If you are updating a credit card number you will do so in the New Credit Card Number field in the Saved Payment Information box.
      2. To update any other information update the information in the appropriate field.
    6. Click on Continue.
    7. Click on Confirm Order to finish.

How to Void a Non-Filed Form

  1. Search for the Recipient from the Account Home search feature.
  2. Click on the form for the recipient that needs to be voided.
  3. Click on the Void Form button.
  4. When the window pops up saying “Are you sure you want to void this form? This cannot be undone” comes up you must click OK to void the form. You will now see the form as a cancelled status in the order screen.
*Voided forms will not be filed with the IRS and you will no longer be able to print copies of voided forms.

How to Save an Excel File in Tab Delimited Format

  1. Open the file in Excel.
  2. Make sure that the information that you would like to save is in the first tab of the Excel file.
    1. If it is not, remove any other tabs that are in front of it by right-clicking on the tabs and selecting delete.
  3. Click on "File" in the upper left and select the "Save As" option.
  4. Choose the destination folder for saving the file.
  5. Click on the "Save As Type:" drop-down menu (just below the "File Name" selection).
    1. To save as Tab-Delimited (.tab): Select "Text (Tab delimited) (*.txt)".
    2. To save as Comma Separated Values (.csv): Select "CSV (Comma delimited) (*.csv)".
*Please click here - How to Save as Tab Delimited - to download a PDF of the instructions, with pictures.

How to File 1099/W-2 Corrections (After IRS/SSA Filing)

NOTE - Orders/records can only be edited after you have received notification that the order has been "Accepted By IRS/SSA". If you do not receive the email, you can check the order status by logging into your account, dragging your mouse over "Orders", clicking on "Order History", and viewing the "Status Column" - which must say "Completed" before a correction can be created.

Zero Correction - This type of correction cancels out (zeroes out) the information that was previously filed with the IRS/SSA. This type of correction is generally performed when the Recipient's TIN or Name was filed incorrectly. You will be billed for the corrected form as this is now a new filing.

  1. Search for the Recipient from the Account Home search feature.
  2. Click on the form for the recipient that needs to be voided.
  3. Click on the Amount Correction button.
  4. Click OK when the informational box comes up to continue.
  5. Zero out, or blank, the amounts in the appropriate boxes.
  6. Click on the Save Form button.
  7. You will now be taken to the Select Forms for Check out Screen.
  8. Add the form that says Correction Form (Form Type) for (Tax Year) by clicking on the cart icon with the green plus sign to the far right.
  9. Go to Account Home and Start a New Filing that contains the data that should have been submitted.
  10. Add the form to the Cart
  11. Click on View Cart.
  12. You will now be taken to the Shopping Cart screen.
  13. Click on Checkout.
  14. Accept the Terms of Service and click Continue.
  15. Verify Payment information and click Continue.
  16. Click on Confirm Order to submit your voided form.
*If you are generating a zeroed out form, and then creating a new form of the same type for the same person, be sure and put a unique account number on the new form.

Amount Correction - This type of correction updates the amounts that were previously filed with the IRS/SSA. This type of correction is generally performed when the Recipient's taxable amounts were filed incorrectly. You will be billed for the corrected form as this is now a new filing.
  1. Search for the Recipient from the Account Home search feature.
  2. Click on the form for the recipient that needs to corrected.
  3. Click on the Amount Correction button.
  4. Click OK when the informational box comes up to continue.
  5. Change the amounts in the appropriate boxes.
  6. Click on the Save Form button.
  7. You will now be taken to the Select Forms for Check out Screen.
  8. Add the form that says Correction Form (Form Type) for (Tax Year) by clicking on the cart icon with the green plus sign to the far right.
  9. Click on View Cart.
  10. You will now be taken to the Shopping Cart screen.
  11. Click on Checkout.
  12. Accept the Terms of Service and click Continue.
  13. Verify Payment information and click Continue.
  14. Click on Confirm Order to submit your corrected form.
*Corrections may only be filed with eFileMyForms if the original filing/record was also filed with eFileMyForms.

How to Find & Correct 1095 ACA Forms That Are "Accepted With Errors"

Accepted With Errors - ACA forms that have been electronically filed with the IRS AIR System and are returned with the "Accepted With Errors" status may require your attention to avoid IRS penalties. Filing corrections for these forms is recommended.

Step 1 - Identifying Invalid Forms & IRS Error Messages:

  1. Under the Orders tab click on Order History.
  2. Click on the order number on the order history page.
  3. Select the drop-down option "Accepted with Errors by IRS" from the "Filter order by status" drop-down options.
    1. This is located under the Billing Address box and above the table that lists out all of the 1095 ACA forms that were submitted in the order.
    2. Only the ACA forms that have the "Accepted with Errors" status will now be displayed.
  4. Click on the Form "Form 1095-X for 20XX" on the left-hand side of the order table.
  5. The error message will be displayed at the top of the form.
    1. Example 1, "1095C-010-01; 'OtherCompletePersonName' and 'SSN' in 'EmployeeInfoGroup' must match IRS database" is the result of the employee's TIN/Name combination not matching the IRS records.
    2. Example 2, "1095C-039-01; In Covered Individual #X, 'CoveredIndividualName' and 'SSN' in 'CoveredIndividualGroup' must match IRS database" is the result of a covered individual's TIN/Name combination not matching the IRS records. The exact covered individual is referenced by the "In Covered Individual #X" number.
      1. If either of these are the case, please refer to Publication 1586 - Publication 1586.
      2. www.TINCheck.com can be used to verify an existing TIN/Name combination after a valid TIN/Name has been received by the employee or covered individual.
Step 2 - Creating an IRS Correction for Invalid ACA Forms:

Correcting Employees or Responsible Individuals:
  1. Select the "Create Correction Form" at the upper right of the form.
  2. Select the "Replace Recipient" option near the upper right of the form.
  3. Choose the Recipient that you want to alter, then click on Edit Recipient. This will show you all the Recipient information. From here you can change the name, address EIN or SSN, etc.
    1. Select the "Save" button at the bottom right when done.
  4. Click on the radio button of the newly edited recipient from the recipient list and then click on the "Continue" button at the bottom right of the recipient list.
  5. The Responsible Individual on the form will now reflect the changes you made.
  6. Click "Save Form" if there are no other changes. The newly corrected form is now in the Work in Progress section.
Correcting Part II Information or Covered Individuals:
  1. Select the "Create Correction Form" at the upper right of the form.
  2. Edit sections II or IV directly on the form interface.
  3. Click "Save Form" if there are no other changes. The newly corrected form is now in the Work in Progress section.
Correcting Filers, Issuers, or Other Coverage Providers:
  1. To update the name, address, or contact info:
    1. Select the "Create Correction Form" at the upper right of the form.
    2. Select Account Home near the upper left.
    3. Select Manage Filers from the left-hand toolbar
    4. Click on the radio button to the left of the Issuer/Filer you want to edit and select the "Edit Selected Filer" button.
      1. Edit the Issuer/Filer name, address, or contact information and click the "Save" button.
  2. To update the Issuer/Filer TIN:
    1. Please email support@eFileMyForms.com.

How to Resubmit Rejected Forms

  1. Click on the Orders tab and then choose Order History.
  2. Select the relevant order number.
  3. You will now see your forms listed on the screen with a status of rejected.
  4. Click on the Form that you would like to update.
  5. This will take you to the Rejected Form screen. You will now be able to see the reason that the form was rejected in yellow below the form.
  6. Make the necessary changes to clear the errors.
  7. Once the form is ready to be resubmitted click on Fix Form and Resubmit.
    1. This will send the form to be resubmitted to the IRS/SSA. Do not select this option until you are certain your revision is complete.
  8. Click OK when the informational box appears.
  9. Your form will be resubmitted to the IRS/SSA, you will need to wait for your conformation email that they have accepted it.






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