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Issuers of certain tax credit bonds (or their
agents) and nominees/intermediaries (such as a broker, a
partnership, a trust, an estate, a regulated investment company,
or a real estate investment trust) must report to you quarterly
and file with the IRS annually a separate Form 1097-BTC for each
tax credit distributed to you.
| eFiling Solutions
We offer two e-filing
solutions:
1. Software.
Our
software will import data from csv or excel and generate a file
formatted according to Publication 1220. The text file can then be
uploaded
to the IRS. It's easy to upload and you will
receive a response from the IRS within 24-48 hours.
2. Outsourcing.
Hire us and we can prepare and e-file
Form 1097-BTC quickly
and easily.
We work quickly and have
experienced staff who file over a million information
returns per year. Oftentimes the turn-around time is 1-2
days. Call for
pricing for data files over 5,000 records. Our sales
office can be reached at (480) 460-9311.
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Import...
Type information on the screen as it would be
typed on the form itself. Or
import the data
from Excel, csv file format
or some type of spreadsheet. Its easy to do.
eFile...
File unlimited 1097-BTC's
electronically with the IRS.
Our software
creates
files in the format required by the IRS for electronic
transmission. The system is updated each year to reflect the
format changes that are made by the IRS.
Other Features...
Technical
support is provided at no extra charge for the tax year
that the software was purchased.
Free live update feature helps us
communicate with you, the customer, and keep you up-to-date with the latest form
revisions.
Data entered
may be stored
anywhere on your hard drive, portable drives, network drives or external diskettes
for quick retrieval. You can also export your
data to a csv file format.
Store Payer
and/or Payee contact information for quick form entry to reduce repetitive typing.
Payer Totals...
Click a button
to view the total values for each particular payer of the 1097-BTC.
Due Dates...
Furnish Copy B of
this form to the recipient quarterly and separately for each
credit amount indicated and for each bond on or before the 15th
day of the second calendar month after the close of the calendar
quarter in which the credit is issued.
File Copy A of this form with the
IRS by February 28. If you file electronically, the due date is March 31.
Screenshots: (when viewing
these images in internet explorer, you might have to click on the image a 2nd time
to view at full size)
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1096 Data Entry |
1098 Data Entry |
Service
Bureau...
Filing information
returns can be stressful. We can help eliminate the stress of
filing information returns by providing complete, secure
outsourcing solutions for 1097, 1098, 1099, 3921, 3922, 5498,
8027, 8955-SSA, W-2,
W-2G and 1042-S eFiling and
Forms Management.
Stay compliant, reduce administrative costs and know that the
job will get done right.
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