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Forms Page

Description

The Forms Page in the Information Reporting module is your hub for reviewing all generated tax forms for a selected form type and tax year, monitoring their generation and filing status, and taking follow‑up actions where needed. Once forms have been created from the Eligibility page, they surface here.

At the top of the page, the Total Forms section summarizes the volume of generated forms by type (Original, Correction, Void), helping you understand overall progress at a glance.

The Forms Table then provides a row‑per‑form view with key details such as Account ID, Name, Form Type/Status, and Date Generated, allowing you to search, filter, and export exactly the subset of forms you need.

Please note: The totals displayed and the table do not include any forms that have been deleted. To the extent an Account has both an Original and a Correction/Void form, each form will be shown separately.

 

Available Actions

From the Forms page you can perform the actions listed below. For more details please refer to the accompanying guide.

  1. Download Forms individually (bottom button) or in bulk (top right button): How to Download Tax Forms
  2. Delete Forms: How to Delete Forms
  3. Export any of the available reports: Forms Page Exports
  • Forms Table
  • Form Values
  • Mailing Summary Report
    • This Report will appear on the left navigation bar once forms are submitted for mailing.
  • Mailing Status report can also be downloaded from the Reports page for further reference.
  1. Filter by one Account ID or Name, Date Generated, Form Type (e.g., Original vs. Correction), Form Status, Filer, Mailing Status, Mailing Preference, or Mailing Issue by selecting the filer button in the top left of the table. You may also filter the table using a list of up to 10,000 Account IDs, which can be copied and pasted in from an Excel file: How to Use Filters in the Dashboard
  2. Submit forms for physical mailing: Physical Mailing in the Dashboard



How to Access

Step 1: Select “Forms” from the left navigation under Information Reporting.

Step 2: Then, select the form and tax year that you wish to review from the top right.

Step 3: Filter to any accounts that you would like to review.

Step 4: Select “Export” from the right to export the available Forms Table Exports referenced above.