How It Works

Filing tax information returns (1099s, W-2s & 1098s)
is now fast and easy!

E-File in five Easy Steps
Step 1: Enter Your Data

Step 1: Enter Your Data

Simply upload your information from an Excel or CSV file or import from QuickBooks Pro, QuickBooks Online or Xero. Payers, recipients, and filing information can also be directly entered through easy-to-use online data entry forms.

 
Step 2: Add to Cart and Check Out

Step 2: Add to Cart and Check Out

You control which forms you submit and when. Don’t have complete filing information for some or all of your recipients? Not a problem. Just complete what you can and allow your forms to accumulate in the Unfiled Forms page until you’re ready. You also have the flexibility to check out forms by payer and form type which is a real convenience if you’re filing for multiple payers.

Once you are ready to check out, our process functions just like any shopping website, allowing you to add or remove forms from the cart as needed.

 
Step 3: Electronic Filing

Step 3: Electronic Filing

During tax filing season, we electronically file to the IRS and SSA daily. You will receive an email notification upon acceptance by the agency's of your filings.

 
Step 4: Form Delivery

Step 4: Form Delivery

Next, we e-deliver or print and mail your recipient copies if you have selected the E-File & Delivery filing option during the checkout process. Recipient copies are mailed via U.S. Postal Service to the recipient. PDF versions of the forms, other than "Copy A" are always available online for you to download.

 
Step 5: Communication

Step 5: Communication

End-of-year tax reporting is a time-sensitive process, so we like to keep our customers updated every step of the way. We send email notifications for:

  • Confirmation of account set-up
  • When payment is made
  • When the IRS and/or SSA accepts filings
  • When recipient copies have been mailed
  • Whenever a filing occurs and when the IRS and/or SSA accepts, recipients are notified if an email address has been provided