How to transfer to Annuals

1. Go to Transfer tab. 
2. Select Annual. 
3. Press Continue.

4. Choose the forms you want to work with and then press Transfer. 

5. Press Finish. 

6. You will be directed to the Forms screen where you will see the number of forms created. 

Note: If you edit any payroll information after transferring, you can transfer again so that the information is updated. 

If you would like assistance or need more information, please feel free to write to us at support@experttax.com or open a ticket at support.experttax.com and we will assign a technical support staff to contact you as soon as possible.