Please follow the instructions below to use Taxsoftware.com for Mac and iPad.
Start by clicking on the Taxsoftware.com icon on
your Mac or iPad screen.
Click on "Documents" on the top left corner
of the screen. Click on the "+" sign.
Give the new document a name. Select "Create" to create a new
On the next screen select the type of
form you need.
This is the first screen you will see.
Just touch on each field you need to complete and use the keyboard
to enter the data.
Click on NEXT to
proceed to the next page.
that you will highlighted red frames and error messages
when the software thinks you are missing a questions or the
answer is incorrect.
Enter the information for each recipient
and click on NEXT to proceed.
The help at the bottom of the screen helps
complete the questions throughout the entire return. Just click
on the HELP button and it will show up.
You can enter up to 6 recipients on this
iPad version. Just check the box to add more recipients.
If you have more than 6, please use the full version of the
Form 1096 will show at the end with the
summary of the amounts entered.
The "e-file" button will show up at the
last page if all the information is correctly entered.
The review screen lists all the pages on the
return. It the page is shown with a green check mark, that means it
was completed and contains no errors. A red X screen contains errors
or is missing entries that need to addressed. A black screen has not
been completed and needs to be answered.
You can also use the Review page to
navigate through the software.
Click on the page you want to be taken to and click on Review
again. You will be taken directly to the page you
Click on the Preview button to see a
printable PDF version of your return. Click on Preview
again to go back to the screen mode.