Transfer Withholding statements to Schedule J, K, L, M & N

Once the statements have been included in the return, you should:

1. Go to the corresponding Schedule.

• Create the Schedule (in case it wasn't created beforehand).

2. Afterwards press the Import Withholding Statements button.

•  The program will display a window where you will be able to select which statements you wish to transfer to the schedule. Similarly, it will also provide the requirements necessary so the statements are eligible for a successful transfer.
• After selecting the statement, press Continue.

3. The program will transfer to the corresponding fields.

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.