The Service Bureau offers specialty services to our Full Service and Print & Mail Only customers. These services require advance preparation on your part. Specialty services have setup and per form fees, in addition to our standard Service Bureau rates.
See Paperless Tax Form Delivery Solutions for detailed information on these services, including rates.
- Online Access Standard: Recipients view their tax forms on our ViewMyForms portal, in addition to receiving a paper tax form in the mail.
- Online Access API: Recipients view their tax forms on YOUR website via their existing login credentials, in addition to receiving a paper tax form in the mail.
Electronic Delivery (E-Delivery)
Recipients provide consent to exclusively receive their tax forms online. Recipients who do not consent receive a paper tax form in the mail. See Paperless Tax Form Delivery Solutions for detailed information on this service, including rates.
Tax Form Inserts
Add a standardized black & white insert to tax forms. Customer to submit a black and white PDF document to Service Bureau manager IN ADVANCE of submitting Upload Files. Inserts require approval and cannot include marketing type material. Cost is $0.20 per insert plus setup fee effective October 2022. Rates are subject to change.
TIN Compliance Mailings
Issue W-9 & B Notices to Recipients as generated and tracked within 1099 Pro software.