Account Details - Tax Forms

After searching the user's “Account ID” (How to search for an account?), the tax forms are available on the “Accounts” tab dashboard.

1. Enter the users account ID and select “Submit
2. On the right side of the page under “Tax Forms”, browse the list and identify the form you are looking for. 
   • You can select to download specific form types, or even select the tax year you are looking to download from.
3. Then, simply click the download button on the right side of the row.