Printing/Mailing & Electronic Filing Service

With our Printing/Mailing & Electronic Filing Service, we print and mail your forms using data that you transmit to us. Later we file electronically with the IRS on your behalf.

IRS DEADLINES:

• Copies of your recipient forms must be printed and mailed or electronically delivered by January 31st^*of each year.
• Forms must be electronically filed by March 31st^* of each year.

^*Please visit the IRS Web Site for the specific deadlines:
    www.irs.gov    OR    Deadlines for the Coming Tax Season

NOTE: If you choose to have the 1099 Pro Service Bureau Print & Mail or Electronically Deliver your forms, as well as File electronically on your behalf, this will require 2 separate uploads, regardless of whether or not your data has changed.

How Does Print & Mail Work?

After you've entered or imported all data into your 1099 Pro software, created your upload file, and transmitted it to us by your appointment date, the following happens:

1. A "control totals" report will automatically print from the software, for each Filer and form type.
2. If the "control totals" report accurately reflects the data you transmitted, you'll sign the report and fax it to us.
3. We will then print and mail your forms by the appropriate IRS deadline.

How Does Electronic Filing Work?

With our Electronic Filing Service, also called "E-Filing", we electronically submit all data to the IRS on your behalf in our SAS 70 Type II facility.

After you've entered or imported all data into your 1099 Pro software, created your upload file, and transmitted it to us by your appointment date, the following happens:

1. A "control totals" report will automatically print from the software, for each Filer and form type.
2. If the "control totals" report accurately reflects the data you transmitted, you'll sign the report and fax it to us.
3. We will then submit your data electronically to the IRS via the FIRE System.
4. Once we receive notification from the IRS, we will email you to confirm receipt and acceptance of your data by the IRS.

All Electronic Filing customers have the option to participate in the IRS Combined Federal State Filing Program at no additional charge.