Find Employees/Recipients

Greg Hatfield Updated by Greg Hatfield

The Find Employees/Recipients dialog is accessed from the Utilities menu on the main screen. There are two methods to find Employees/Recipients. Partial text may be searched for in the employee/recipients name, address, ID number, etc. The user can also locate employee/recipients with duplicate ID numbers. The two operations are performed by clicking the appropriate button.

Users can select the option to search only the currently selected client in the Client List, or they can search all clients. Results are displayed in a table which can be printed using the Print Results button.

Employees/recipients (also referred to as payees) are employees or vendors receiving checks, and the recipients of Forms W-2, W-2C, or 1098/1099.

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Employee/Recipient Options

Firm/License Information Screen

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