You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 5 Next »

About Upload Windows

Starting in Tax Year 2022, the Service Bureau introduces Upload Windows to allow customers greater control and flexibility in submitting their data. Previously, customers had fixed upload dates.  An Upload Window is the timespan that you may submit your upload(s) for guaranteed processing by the respective IRS/SSA deadline. You are welcome to submit your upload - no appointment is necessary - there is no need to call Sales or Support. However, if submitting 2,000 or more forms for print services a contract and paid deposit are required, see Contracts & Deposits, bellow. 

New customers or customers who may require support are encouraged to submit early in the Upload Window. Please anticipate extended wait times in our phone queues from January 20 to January 24. 


Tax Year 2022 Service Bureau Upload Windows 

Upload Type

Upload Window

Full Service (Print/Mail/eFile)
(All form types except 1042-S)

1/16/2023 – 1/24/2023

Print & Mail Only
(All form types except 1042-S)

1/16/2023 – 1/24/2023

Full Service (Print/Mail/eFile)
(1042-S only)		2/01/2023 – 3/08/2023
Print & Mail Only
(1042-S only)		2/01/2023 - 3/08/2023

NEC State Reporting

1/16/2023 – 1/24/2023

IRS/SSA eFile Only:

1099-NEC, 1098-F, W-2 & ACA 1095

1/16/2023 – 1/24/2023

1098/1099/392X/5498/W-2G 
(excludes 1099-NEC & 1098-F)

1/16/2023 – 3/27/2023

1042-S

2/01/2023 – 3/13/2023

Bulk TIN Match 

Anytime

AFTER the Upload Window - What to Expect

Uploads received outside of our Upload Window will be processed as quickly as possible. The Service Bureau does not guarantee turnaround for uploads received outside of our Upload Window. 

RUSH PROCESSING IS NOT AVAILABLE. View IRS/SSA Deadlines.

Contracts & Deposits

Customers submitting a combined total of 2,000 or more forms for Full or Print & Mail Only services are required to sign a contract and pay a deposit before print services can be initiated. Submit a Service Bureau Scheduling Request to initiate the contract process. There is no contract or deposit requirement for most eFile Only or Bulk TIN Match customers, or print customers submitting less than 2,000 forms for Full or Print & Mail Only services. Learn more at Service Bureau FAQs.

Service Bureau Resource Wiki

Bookmark Service Bureau Information for Service Bureau FAQs, links to sample import files and video tutorials, guidance on submitting uploads, contact information and more.

  • No labels