Posts Tagged ‘efile 1099 forms’

Can you efile our 1097, 1098, 1099, 3921, 3922, 5498, W-2G and/or 8955-SSA forms on our behalf?

November 24th, 2016 No comments


We can electronically file Forms 1097, 1098, 1099, 3921, 3922, 5498 and W-2G with the 1096 transmittal summary.  We can efile any number of payer or payee records with complete security.  We can also electronically file IRS Form 8955-SSA which is the Annual Registration Statement Identifying Separated Participants with Deferred Vested Benefits.  Here are the steps you would want to take to have us electronically file on your behalf:

  1. Contact sales at (480) 460-9311.  Sales can process your order and provide an account number.  We have very competitive pricing.  Call anytime.
  2. Enter your data into the sample excel file found here
  3. Rename the excel file your account number and upload the excel file using this secure sharefile link
  4. We will import your data and efile and forward the results when they arrive.You have the option to pay extra for a PDF copy of your data on each respective form.  The PDF is typically passcode protected with the last 4 digits of the first payer EIN you have listed in the excel file.  You review the PDF and potential error report and when ready email back providing approval to efile.  We typically transmit the day we receive client approval and will forward the file status we receive from the IRS within a few days.
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