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Uploading your Print & Mail only file via the Service BureauNOTE: If you have 10,000 or more forms for printing and mailing, a signed Contract and 1) Once your forms are imported into your filer and you are ready to upload, click on Via the Service Bureau under step 2. See screenshot below. 2) Click on Printing & Mailing or E-Delivery Upload3) Check for updates if you have not already, then click begin.4) By default, only the current Filer is selected for upload. If you would like to upload for all or some of your Filers, change the setting in step 1. Step 2 is for choosing which form types will be uploaded. Make sure you leave Upload/Print Original forms selected on the right. Leave step 3 as is so that your upload is for Print and Mail only. Leave step 4 as is as well. Step 5 is your contact information.5) To submit your upload, you must click View Control totals Report, confirm the total number of forms, sign with your name, and click Upload my File. Leave transfer method as is unless built in HTTPS fails.You will now be able to view your uploaded session status 'DONE (HTTPS)' under Service Bureau Upload Session page.Note: statuses are based on the selection made under the transfer method. We recommend the most secure option, however, if your company has a firewall/high security you might need to select the "FTP" option.Please allow 24 to 48 hours to receive a confirmation email.You are DONE with your Print and Mail only submission. |
Filing Electronically via the Service BureauBefore you begin, it is important to update your software to the most current version and you have |
Upload forms to Print, Mail and e-FileNOTE: If you have 10,000 or more forms for printing and mailing, a signed Contract and Before you begin, it is important to import your data into the software. Please refer to this tutorial on how to import your data. When you are ready to upload your file for Print/Mail and IRS filing start by going to the second step labeled 'Printing and Mailing', click on the option 'Via de Service Bureau' to proceed with your upload. If you wish to utilize the Service Bureau for the printing, mailing, and e-Filing of your forms to the IRS and eligible states, please click on the 'Printing & Mailing or E-Delivery Upload' button. This will trigger a user-friendly wizard that will guide you through the entire upload process. software. If there is a software update available, please apply it before proceeding to the next steps. 2. Account Number: The IRS requires that you provide a unique account number on each form. If 3. Click “Begin”: Once you have completed the preceding steps, click the 'Begin' button to continue 1. Select Filers: Select the filer/s you wish to upload.
In this step, you can choose to file the forms with the IRS by clicking on The "Use CFS for all filers" option is automatically checked for you, enabling participation in the 4. Thresholds: If you are only printing and mailing forms with the Service Bureau, you can Please note that this option will not be available if you are using the "Immediate filing with the IRS." 5. Contact Information: In this step, it is essential to update your contact information.
Extra Options
Once you have configured your preferences, click on "Create File." 1. Review Totals: Click on the "View Control Totals Report" to review the totals match your records. You can save a copy of the report by clicking on the save option within the PDF document. 2. Confirm Totals: Reenter the total number of forms. 3. Transfer Method: Select Your Preferred Upload Method: The Service Bureau recommends using the default option, "Built-In HTTPS Secure Transfer (Default/Preferred Method)" to securely submit your data to the Service Bureau over the internet. If the first option fails due to your computer firewall, you can consider the second option, "Built-In FTP using the internet." Click on "Upload My File" when you are ready. Another window will appear, indicating that the file has been successfully uploaded. Click "OK" to proceed. Subsequently, a confirmation sheet will be printed immediately. You will now be able to view your uploaded session listed. Please take note that the status of each
You have submitted your upload! Print /Mail and IRS filing only |
How to Submit a Bulk TIN Matching UploadBulk TIN checking is an essential compliance and risk mitigation service that identifies Recipient Name/TIN mismatches prior to filing with the IRS. Before you begin, it is important to import your data into the software. Please refer to this tutorial on how to Import.
Please click on the "Bulk Tin Matching Upload" button. This will trigger a user-friendly wizard that will guide you through the entire upload process.
Check for Updates: It is essential to ensure that you are using the most up-to-date version of the After you checked for updates, click on the “Next” button to continue. In this screen, you can select which eligible records you want to upload. The Service Bureau suggests selecting “Selected Forms types for ALL Filers”. Click on the “Next” button continue. <---Read the warning window carefully. On this screen select the form types you want to include in your uploads. For this example, Click on the “Next” button continue. Please read the top of screen carefully. The Service Bureau recommends that you leave this option as is. You can specify where the upload file should be created. In almost all cases you will want to save Enter your contact information and create a password. Important: Note the password down as it will be required to unlock the results file that
Click on the “Next” button to continue. Verify your information is correct. Then click on the “Finish” button. A pop-up window will appear telling you an upload file was created successfully and save to your Click on the “Ok” button. 1. Review Totals: Click on the "View Control Totals 3. Select Your Preferred Upload Method: The Service Bureau recommends using the default Click on the "Upload my File" button. A window will appear, indicating that the file has been successfully uploaded. Click "OK" to continue. Subsequently, a confirmation sheet will be printed immediately You will now be able to view your uploaded session listed under the Service Bureau Upload Sessions. Please note the status should be "DONE (HTTPS)". This is based on the selected transfer method you have selected. How do I receive my results? For more information and How to upload a Bulk TIN file video visit our Bulk TIN Match Service page. |
Most 1099 Pro software corrections must be processed manually, one-by-one, at the Work With My Tax Forms screen (the exception is Corporate Suite). Watch a video tutorial on corrections, Click here, or view detailed instructions below. How to File Corrections (Desktop) The cost to submit eFile Only corrections is $45 per upload. Standard rates apply for Print uploads. Watch a video tutorial on corrections, Click here.
For more information on corrections please visit the wiki page. |
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If you require further information about this process, please visit our website at
www.1099pro.com or contact us directly at sb@1099pro.com.