Features
Forms W-2, W-2C, W-2G, all 1099's (1099 NEC, 1099 MISC, 1099-A, 1099-B, 1099-C, 1099-R, 1099 OID, 1099 PATR, 1099 DIV, 1099 INT, 1099-G, all 1098's (1098, 1098-E, 1098-T, 1098-C), 5498, 3921, 3922, 941, 940, 943, 1042-S, 1095-B, 1095-C, Payroll 9-Series (940, 941, 941-B, 943, 943-A, 944, 945, 945-A)
Enter recipient information only once since data is efficiently shared across all forms due to true relational design.
Multiple data input formats - Interactive, Classic, Quick Entry and Tree
Multi-user network ready. No extra license charges.
Full carryover of payor and recipient information from year to year. Multiple types of carrforwards available depending on what suits you best. Also includes unique drag and drop of last year's data.
Powerful list views of your data. Sort by any field in the view list. Customize which fields you want to see in your view.
Special 1098 allocation feature with split year capability.
Unique reverse cross reference view by recipient.
Query Manager.
Laser Engine draws entire form on blank paper (using laser or inkjet printer)
Print directly to PDF or create a PDF and create and email directly from within the program with the PDF attached. PDF driver included. Optionally encrypt the pdf with a password. Send your clients a PDF for printing and distribution.
Laser, inkjet or dot-matrix printing.
Summary, Edit and Proforma Reports.
State Wage Listings.
Print Recipient mailing labels or directly print onto envelopes. Postnet barcode on forms and envelopes.
Pressure-seal printing formats.
W-2 Copy-A and W-3 Transmittal have been officially approved for submission on black ink laser generated forms.
Transmittals W-3, W-3C and 1096.
Powerful Printing Options.
Special Duplex Printing - No need to purchase expensive window envelopes. Works with both duplex and non-duplex printers. The name and address is printed on the reverse side of the form in a position compatible with a standard #10 window envelope.
Bottom Mailer Slip Printing - No need to purchase expensive window envelopes. The name and address is printed on the bottom of the form in a format that will fit in a standard #10 window envelope.
2-D Bar coding on W2 Forms.
Handles corrected and reissued forms both on paper and through electronically. Also able to file prior year corrections.
Federal and all States included at no extra charge.
Robust, full-featured wizard for 1099 electronic filing and W2 electronic filing that is really simple to use. The entire process takes less than 2 minutes
Automatic login to SSA.gov and FIRE websites using your credentials. Support for the new IRIS system is also included. Just 1 click and our program will sign you in and take you to where you upload your files. We also provide 1 click access to automatically check the status of your files. No more plowing through a website just to upload or check a file.
Handles Combined Federal / State Filing for the 1099 FIRE System
Detailed log kept of all electronic filings.
Print acknowledgment for your clients.
Send Corrections Electronically.
Generic State Electronic File can be generated whereby the necessary state info. is exported to a generic spreadsheet format. This format - with a little modification - is uploadable to most states that accept this type of upload. This format is provided in addition to the regular State Electronic filing capability.
Bulk TIN Matching feature.
Import from any Excel Spreadsheet or CSV File
Import 1099-NEC or 1099-MISC from QuickBooks Desktop or Online
Import W-2s from QuickBooks Desktop
ASCII - csv or delimited and DBF). Extremely flexible.
Security system for user access and rights.
To-do Manager.
Dashboard Manager.
Backup / Restore Facility including free cloud backup feature.
Audit Trail Tracking.
Net Payroll calculator included for free.
Service Bureau Available.
W-2 and 1099 software integrates with our quarterly After-the-Fact Payroll Reporter.
