Transcript 1099PPS-no-arrows - 1099 Pro Wiki

1099 Pro, Inc. – Software for 2004
1099 Pro Enterprise Edition Features
Enterprise Edition Features:
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Unlimited Filers
Forms & Printing
Printing Of Tax Forms
Reports
Filing Of Tax Forms
Corrections Wizard
Service Bureau
Miscellaneous
Unlimited Filers:
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Allows duplicate TINs with Location Code (ALPHA NUMERIC)
Set Combined Federal State Filer
Default Contact & Phone number w/5 digit extension
Multiple Contacts & Phone numbers for the same
Filer/Location Code
Department Number ALPHA NUMERIC
Multiple Dated Notes for each filer
State I.D. Numbers
E-mail address
Changing A Filer Record:
1. From the task panel
click the General Options
tab and then the Filers
list icon.
2. At the Browse the
Filers File screen
highlight the filer and
click "Change".
3. At the Changing a Filer
Record screen make
changes and click "OK".
4. The Administrator
prompts to update all
pending records with the
new filer information.
Users are encouraged to
click "Yes".
Forms & Printing:
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Browse, Enter & Edit recipient data
Presented in rows, sorted
Search
Imported data
Manually keyed data
Stock & custom Sort/Views
Stock & custom queries/filters
Filer Dept ALPHA NUMERIC
Category ALPHA NUMERIC
Name1, Name2, Address1, Address2, City, State, Zip, Country
Audit Trails
Multiple Dated Notes for each recipient
Data Entry Preferences
Tax State
IRS Instructions
Form Help
Browse thru forms via arrow key
Group actions (Print, Reprint, Add, Delete, Reset, Void, Un-void)
Enter, Update and View:
This is where
you can create
1099-MISC
forms and/or
update any
existing forms
Create/Change 1099-MISC forms:
An entry form is where
you view and update
information for a form
recipient. Concerning
recipients or "payees“,
the recipient is defined
as the person receiving
the information return.
You can enter an
unlimited number of
recipients for a filer.
Printing Of Tax Forms:
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Blank Paper – Combined Print Option
(2 forms to a recipient)
Regular Print Outs
Preprinted laser forms
Customized Corporate Logos
Force comments and/or X in Corrected boxes
View forms to screen or print directly
PDF option (encrypted or unencrypted) for viewed forms
Custom Forms & report writer
Printing on site or via Service Bureau
Status Tracking (pending, pending with errors, printed, SB
Upload Print & Mail, SB Upload Filed, Filed)
Reprints tax forms
Protection of Forms from changing
New Features
This Year:
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A built in PDF driver allows for the
user to create forms & reports in a
PDF format. Users have the option
of encrypting their PDFs or using
non-encryption.
.TPS database file encryption
Your company logo can now be
displayed on all 1099 forms.
Increased field size length for
Recipient Name and Address in tax
form fields.
Multiple filers can now be imported
into the software using the 750
byte IRS format, per IRS
Publication 1220.
1099 Pro, Inc. can create and send
custom reports directly to
customers.
You can now generate State Subset
MagMedia files for submission to
the State.
Enhanced State Reporting.
Enhanced W9 and B-Notice
functionality.
Enhanced Security and Encryption.
PLUS MUCH MORE!!!!
Reports:
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Preview Reports & Print out only one page
Prints to PDF
Customs notes on reports
Detailed Control Totals (Summary, Extended,
Totals Only, Customized)
Form Counts (overall summary)
Custom Report Writer Available
Reports available:
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Control Totals for Current
Filer & Form Types
Form Counts by Filers/Status
(all Filers/all Form Types)
All Forms Issued by the
Selected Filers
Tax Form Print Sessions
Form 1096 Filing Sessions
MagMedia/E-Filing Sessions
Recipients Listing
Filers Listing
W-9 and B-Notice Tracking
Form Counts by Filer Report:
This report generates a
listing of all forms sorted
by filer, detailed by form
status. This report is
very useful for tracking
the status of your forms
and determining if the
records contain any
errors or warnings.
Filing:
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Supports creation of Original, Corrections,
Test & Replacement files in IRS Magnetic
and/or Electronic format
State Compliance
Tracking of forms via status
MagMedia Media Viewer & Editor
Specify the File Type:
1. On the task panel select the
Filing & Corrections section and
the File via E-File or disk icon.
2. At the Filing via MagMedia
screen select the item named
"Create a new diskette or
MagMedia file" button.
3. At the 1099 Pro MagMedia
Wizard click "Next" to proceed.
Use the "Back" button at any
time to go back a step.
4. Choose a method for selecting
eligible records. Eligible records
include those that have NOT been
voided or previously filed.
Corrections Wizard:
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Protected Fields
Type I, II & III support
Automatic determination of one or two forms to
be issued per correction
Ability to split and add additional forms
Protected Form:
Records with a Printed,
Filed or Void print status
are "protected" from
changes or edits. Use the
Protected Form Update
Options screen to access
these records.
To access the Protected
Form Update Options
screen:
At the Browse Form
Records screen highlight
any record with any print
status except pending.
Click the "Change"
button.
To Create Corrections
refer to About Corrections
and Create Corrections.
Corrections: Wrong Form Type
A filer may issue a 1098 form
to one recipient when the Form
1099-INT should have been
issued to multiple recipients.
In this circumstance the filer
must issue a corrected record
to the original recipient and
issue new records to the
appropriate recipient(s).
This type of Correction is
referred to as a "one to many”
Correction.
The Select New Form Type
screen allows you to select the
form type 1099-INT that should
have been selected.
The new form displays the
original recipient TIN and
address but individual box
amounts or values are blank
for easy data entry.
Outsource to Service Bureau:
The Service Bureau is a Print/Mail/E-Filing service offered to users of
1099 Pro software.
All of our software products allow the creation of a data UPLOAD file
with automatic FTP transmission. We can process any number of
filers, recipients, and form types.
1099 Pro customers utilize the Service Bureau to save money,
minimize administrative headaches, safeguard their sensitive data,
and benefit from our extensive experience.
1099 Pro Inc. Service Bureau 866 444-3559
Miscellaneous:
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Exporting data
W-9 form
1st B-Notice
2nd B-Notice
MS SQL
Security
Audit Trails
Account Number Generator
Error Checking
Cascading Changes Filers & Recipients
Complete Customer Satisfaction
The B Notice Form
If after submitting
files to the IRS, a
mismatch is
determined, (e.g., a
recipient's name
and TIN do not
match the IRS
records), the IRS
sends the Filer a
CP2100 or CP2100A
Notice.
The Filer must
issue a Form W-9
and a B Notice to
the recipient in
question.
1099 Pro, Inc. – Software for 2004
As always, technical support is complimentary!
1099 Pro® provides award winning software solutions that are easy to use.
1099 Pro provides software solutions that simplify the process of organizing
and filing your 1098, 1099, 5498, W-2, and 1042-S tax forms with the IRS.
Supported forms include all twenty-three 1099/1098/5498/& W2-G
informational returns (including the new 1099-SA & 5498-SA), Corrections,
W-9's & B-Notices.