Bond Tax Credit
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|1097-BTC for electronic filing||$249.95||
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.
We offer two e-filing solutions:
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.
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.
Type information on the screen as it would be typed on the form itself. Or import the data from Excel (xls, xlsx) and/or CSV file format or some type of spreadsheet. Its easy to do and we have sample excel spreadsheets.
File an unlimited number of 1097-BTC forms electronically with the IRS.
Our 1097-BTC 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.
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.
Click a button to view the total values for each particular payer of the 1097-BTC.
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.
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1096 Data Entry
1098 Data Entry
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.