1099 Pro, Inc. presents SOFTWARE + SERVICES

Transcription

1 1099 Pro, Inc. presents SOFTWARE + SERVICES v

2 CORPORATE SUITE The industry s most advanced information reporting software. cs 1099 Pro s Corporate Suite combines the ease of use of our desktop software with the speed, performance, and security of Microsoft's SQL Server technology; the ultimate solution for businesses. Corporate Suite is recommended for large volume processing (10,000+) of all forms in series 1094/1095, 1098, 1099, 392x, 5498, W-2, W-2G, and 1042-S for the current and prior 10 years. As of tax year 2012, Puerto Rico form series 480 and 499R-2 are now supported Pro Corporate Suite provides features to upload your data to our Service Bureau for printing, mailing, web presentment, Bulk TIN Matching, as well as federal and state electronic filing of original and corrected forms. CORPORATE SUITE FEATURES 1099 PRO.NET WEB MODULE 100% web-based. Immediate usage via internet or intranet. TLS 128 bit security. No software to install with access online through Internet Explorer. 941/945 FED & STATE WITHHOLDING & TRACKING 941/945 Federal & State Reports, and detail of corrections & late originals w/excel option. Cutoff to prevent changes to FWT/SWT on new originals & corrections. FORM & PRINTING OPTIONS Use 1099 Pro s Service Bureau or R.R. Donnelly Blue Book formatting for high volume printing. Postal IMB, 2D Data Matrix, and other barcode print support. DPV provides accurate mailing information. REPORT TYPES Custom query reports/excel exports. Form counts by filer/ status/form type. Schedule automatic reports. Zero Drop. IRS, SSA & STATE FILING OPTIONS IRS/SSA original, corrections, replacement, test, and state filing formats. Quarterly state and federal e-file, and W-2 SUTA file. Massachusetts 1099-HC XML file. W-2 Electronic BLS quarterly filing. Business rules and thresholds. CF/SF Program exception filing (e.g. Alabama.) HOSTING Install on your premises or use our SSAE 16 SOC I Type II hosting facility for optimum performance and security. For more information, visit CORRECTIONS Manually enter or import corrections. Supports corrections of corrections. Federal and State filing. TIN MANAGEMENT Import or enter CP2100, 972CG, and Bulk TIN notices, and Bulk TIN responses. Auto match B-Notice history. Scan or enter B-notices/W-9/documentation into database. Export Bulk TIN request. W-9/B-Notice tracking. WEB PRESENTMENT OF RECIPIENT FORMS 1099 Pro hosted or built-in API & Web Service. Built-in electronic delivery consent management. SECURITY Windows Domain Authentication; auto-login when users sign into their computer. Profile-based security. Manage security reports, access logs, and review audit trails. Customizable passwords. IMPORTING & EXPORTING Customizable import/export maps. Delimited, Excel, and fixed-length imports. Export to IRS 750 fixed length or delimited format. Automatic import via schedule. Multi-filer and Transactional imports. Year-end and year-to -date transactional importing and aggregation. SIMPLICITY & PEACE OF MIND 1099 Pro, Inc. offers free technical support to all current and potential customers; for any question, we ll always find a solution P r o, I n c s a l e p r o. c o m w w w p r o. c o m T h e B e t t e r W a y T o G o!

3 ACA REPORTING Online reporting of 1094 & 1095 ACA forms PRINTING, MAILING & ELECTRONIC FILING efilemyforms provides the printing & mailing of recipient copies and the electronic filing of 1094 & 1095 ACA forms through our SSAE 16 SOC I Type II secure web portal. Simply import your 1095 records from an Excel file, or key them in, and place your order! ERROR CHECKING & IRS TIN/NAME VALIDATION efilemyforms maintains a host of business rule validations to check for common errors that might otherwise cause IRS penalties! IRS TIN/Name validation can also be selected for further IRS compliance / penalty avoidance. PDF COPIES & CORRECTIONS PDF copies of tax forms are made available, and maintained on the site, after any order is placed. Clients can download PDF copies of individual tax forms or the entire order. efilemyforms also allows users to create and file corrections for ACA forms originally filed through the site! Pricing Prices start at $3.99 per form for our print, mail & electronic filing service. File your 1094 & 1095 ACA forms today! e F i l e M y F o r m s s u p p o r e f i l e m y f o r m s. c o m w w w. e f i l e m y f o r m cs s. c o m CORPORATE SUITE Software based 1094 & 1095 ACA reporting THE ULTIMATE SOLUTION 1094 & 1095 ACA forms are now supported by the ultimate tax filing software, Corporate Suite. Microsoft's SQL Server technology allows entities seeking to integrate large volumes of forms, form types, filing entities, and information requests regardless of whether you are filing 1094 / 1095 s, 1099 s, W-2, or 1042-S forms. The 1099 Pro Corporate is a one stop shop for all your printing, mailing and electronic filing needs. The Corporate Suite software is uniquely tailored to the sophisticated needs of filing entities, which include: importing data from source files, customizable report generation, error/warning validations, tax form printing, electronic filing, corrections capabilities, secure web access, and a web API. WORK WITH ACA FORMS ON THE WEB Created with customer service representatives in mind, the 100% web-based 1099Pro.net interface allows immediate usage via internet or intranet. TLS 128 bit security. No software to install with access online through any internet browser! HOSTING Give your IT department a rest, use our SSAE 16 SOC I Type II hosting facility for optimum performance and security. For more information, visit P r o, I n c s a l e p r o. c o m w w w p r o. c o m T h e B e t t e r W a y T o G o!

4 ENTERPRISE A comprehensive solution for filing to the IRS FIRE Site. ent Enterprise software is a powerful information reporting solution designed with simplicity in mind, recommended for organizations reporting a moderate to high volume of records to be filed to the IRS FIRE Site using your company s Transmitter Control Code (TCC). Enterprise supports IRS Fire Site file formatting for forms 1098, 1099, 3921, 3922, 5498, and W-2G, and provides the option to upload your data to our Service Bureau (SSAE 16 SOC I Type II Certified) for printing, mailing, web presentment, Bulk TIN Matching, and electronic filing of original and corrected forms. We offer free technical support; no matter how complicated your question is we ll always find a solution! Supported Forms: Supports 1098, 1099, 3921, 3922, 5498, & W 2G series. Recommended Volume: 800 to 10,000 forms. Recipient Delivery: Prints to plain paper, preprinted, and pressure seal forms, or print and mail with the Service Bureau. Filing Capability: IRS FIRE site electronic file generation, submission, and viewer. Service Bureau uploads for Federal and State electronic filing. Corrections: IRS FIRE site correction file generation. Paper correction filing and Service Bureau uploads. PROFESSIONAL The most cost-effective answer for low volume filing. prf With the technology and interface of our larger scale software, 1099 Pro Professional offers a cost effective answer for organizations with a lower volume of records to be filed on paper or through the Service Bureau. Professional supports processing, printing and filing of forms in the 1098, 1099, 3921, 3922, 5498, and W-2G series Pro Professional provides the option to upload your data to our Service Bureau (SSAE 16 SOC I Type II Certified) for printing, mailing, web presentment, Bulk TIN Matching, and electronic filing of original and corrected forms. Additionally, 1099 Pro offers free technical support to help you when you need it most! Supported Forms: 1098, 1099, 3921, 3922, 5498, & W 2G series. Recommended Volume: 1 to 800 forms. Recipient Delivery: Prints to plain paper, preprinted, and pressure seal forms, or print and mail with the Service Bureau. Filing Capability: Supports paper filing and Service Bureau uploads for Federal and State electronic filing. Corrections: Supports corrections created for paper filing and Service Bureau uploads P r o, I n c s a l e p r o. c o m w w w p r o. c o m T h e B e t t e r W a y T o G o!

5 W-2 PRO Simple electronic filing to the SSA BSO site. W-2 Pro prepares forms W 2, W 2C, W 3 and W 3C transmittals. Supports printing to blank or preprinted forms. Through the software you can generate a formatted transmittal file for delivery to the SSA BSO Site, or upload your data to our Service Bureau for printing, mailing, and electronic filing. As always, free customer support is available to all current and potential customers via phone, , and online chat; no matter how complicated your question is, we ll always find a solution. Supported Forms: W 2, W 2C, W 3 and W 3C transmittals. Recommended Volume: 1 to 10,000 forms. Recipient Delivery: Prints to plain paper, preprinted, and pressure seal forms, or print and mail with the Service Bureau. Filing Capability: SSA BSO site electronic file generation, submission, and viewer. Service Bureau uploads for electronic filing. Corrections: SSA BSO site correction file generation. Paper correction filing and Service Bureau uploads S PRO Easy 1042-S electronic information reporting. Prepares form 1042 S on plain paper and allows you to print recipient copies B, C & D on one page with instructions on a separate page. Through the software you can generate a formatted transmittal file for the IRS Fire Site, or upload your data to our Service Bureau for printing, mailing, and electronic filing to the IRS Pro offers free technical support to all existing and potential customers. Download a free demo and let our technical support staff answer your questions! Supported Forms: 1042-S. Recommended Volume: 1 to 10,000 forms. Recipient Delivery: Prints to plain paper, preprinted, and pressure seal forms, or print and mail with the Service Bureau. Filing Capability: IRS FIRE site electronic file generation, submission, and viewer. Service Bureau uploads for electronic filing. Corrections: IRS Fire site correction file generation. Paper correction filing and Service Bureau uploads P r o, I n c s a l e p r o. c o m w w w p r o. c o m T h e B e t t e r W a y T o G o!

6 FATCA 8966 PRO The complete package for 8966 submissions 1099 Pro provides secure and intuitive FATCA Form 8966 software capable of tax form management and IRS XML reporting. The IRS will require Foreign Financial Institutions (FFIs) from Model 2 countries to report FATCA Form 8966, the FATCA report, directly to the IRS. FFIs from Model 1 countries, that must report to their host country who in turn transmits to the IRS, still must manage their FATCA Reports in one centralized location for ease of reporting. Supported Forms: FATCA Form 8966 Recommended Volume: 1 to 10,000 forms. Recipient Delivery: Prints to plain paper and pressure seal forms, or print and mail with the Service Bureau. Filing Capability: Generate XML using the 8966 Pro software, and package it for submission using the included IDES Packager utility. Corrections: Generate amended, void and corrections XML for submission to the IDES gateway. IDES PACKAGER The ultimate IDES data preparation & FATCA IDES packager 1099 Pro's FATCA IDES Packager allows you to take a plain text Form 8966 XML file generated by 8966 Pro or any other source and compile it into an IDES compatible data archive. The IDES Packager will sign, compress and encrypt your data and save it to the directory of your choice. The FATCA IDES data preparation utility also provides drag & drop functionality, certificate verification, and an output log for saving results. The FATCA IDES encrypting and packaging utility will create the sender payload file, encrypt the AES key file, create the metadata file and create the transmission data packet. The process assumes an HCTA or FFI has an IRS issued Global Intermediary Identification Number (GIIN) or FATCA Entity ID Pro's IDES Packager utility comes standard with the ability to decrypt the returned results from the IRS/IDES. Simply follow the same guidelines above and select the top radio button labeled "Unpackage/Decrypt". Encrypt: Select the XML file, digital certificate, and passphrase. Create IDES Transmission Packet: Creates a zipped file with the key file, XML metadata file, & payload file. Decrypt IDES Returns: Use the unpackage functionality to decrypt IRS / IDES returned results. Customer Service: Contact 1099 Pro customer service for free troubleshooting P r o, I n c s a l e p r o. c o m w w w p r o. c o m T h e B e t t e r W a y T o G o!

7 SERVICE BUREAU The Tax Season Made Simple. The 1099 Pro Service Bureau was established to assist companies throughout the tax season. The Service Bureau features a highly secure SSAE 16 SOC I Type II and PCI Compliant environment, configured to process an unlimited amount of records and form types. Using a simple upload wizard and secure FTP agent programmed into your 1099 Pro software, you can easily transmit records for printing, mailing, filing, or web presentment. Additionally, 1099 Pro offers free technical support to current and potential customers; no matter how complicated your question is, we ll always find a solution! SERVICE BUREAU SERVICES PRINTING, MAILING & ELECTRONIC FILING The Service Bureau will print, mail, and electronically file your forms. Prices start at $1.14 per record, with discounts available for higher volumes. ELECTRONIC DELIVERY Reduce your costs: Give your recipients the option to access their forms from a secure internet site instead of receiving a mailed form. WEB PRESENTMENT Print and mail your forms in-house or via the Service Bureau and have them available to view via our secure internet site. SSN MASKING To further protect your information, many forms that the Service Bureau prints can display Social Security Numbers in the following format: XXX-XX BULK TIN MATCHING SERVICE The Service Bureau can transmit your file to the IRS Bulk TIN Matching Program. A transmission of up to 100,000 records is simple via the 1099 Pro software s upload wizard and secure FTP agent. With IRS penalties of $250 per TIN/Name mismatch, this service is a must! PRESSURE SEAL PRINTING For customers uploading forms for printing and mailing, our pressure seal paper stock adds additional security. This eliminates the chance for information to be viewed through an envelope window. API WEB SERVICE This service allows your recipients to access their forms online through your own web portal. Recipients may login and view forms hosted on our server. PRIOR YEAR CORRECTIONS Each Tax Year, the IRS updates Electronic Filing specifications. Upload Corrections and Original records for a prior Tax Year without having to reformat. The Service Bureau will format your file per current IRS specifications and electronically file P r o, I n c s p r o. c o m w w w p r o. c o m T h e B e t t e r W a y T o G o!

8 ADDITIONAL SERVICES Create a custom package to suit your organization s needs! In addition to the market-leading software and services, 1099 Pro also offers these great resources. Please view our Full Product Brochure to see how 1099 Pro can make this tax season a success! All of our services feature SSAE 16 SOC I Type II security to ensure the privacy of your data. RESOURCES, SERVICES, TOOLS. EFILEMYFORMS With our online tax reporting service, you can file your 1094/1095, 1042-S, 1098, 1099, 5498, and W-2 tax forms in minutes. Your online filings are electronically sent to the IRS/SSA for fast, efficient and simple filing. We also print and mail your forms for you. STATECOMPLY Designed to function just like our market-leading software, StateComply is a SaaS offering a secure web portal to import, edit, and organize your form CA 592 data before generating a file formatted for electronic filing. Contact 1099 Pro for more information. WEBINARS Free webinars are offered on an ongoing basis, so check our website often. Stay informed on the newest rules and regulations; get expert advice and information from 1099 Pro and IRS Compliance representatives! webinar.1099pro.com TUTORIALS 1099 Pro has created several tutorials so that you can see how our software functions! View easy step-by-step instructions on how to add a filer, add a form, import, and more! TINCHECK.COM TINCheck provides real-time list matching/verification services such as: IRS TIN/Name, SSA EIN/Name Lookup System, Office of Foreign Asset Control (OFAC), Death Master File (DMF), Foreign Sanction Evaders, Denied Persons, Excluded Parties, Excluded Individuals and Entities, Designated Foreign Terrorist Organizations, Politically Exposed People, FBI Wanted, Casino Banned Patron, Global Intermediary Identification Number (GIIN) and even address validation services all with a single mouse-click. TOOLS Check on the status of your IRS FIRE site submission, or request a 30-day filing extension. This service is available to the public for free at tools.1099pro.com! EFILE VIEWER The 1099 Pro efile Viewer can be used to open and view your IRS FIRE Site formatted file. Contact a 1099 Pro representative to learn more! MANAGED SERVICES 1099 Pro s compliance team can maintain your payee and payment database in a secure hosted environment. This service includes regulatory support, compliance training, and year-end recipient statements P r o, I n c s u p p o r p r o. c o m w w w p r o. c o m T h e B e t t e r W a y T o G o!

9 COMPLETE TAX ID VERIFICATION Identifying Errors & Increasing Profitability. The IRS penalty for TIN/Name mismatches is now $250 per mismatch. The TINCheck service is an essential tool in identifying mismatch errors through an interactive and user friendly website prior to filing information returns. Simply log in with a username and password, and instantly gain access to multiple verification sources in one place. Organizations also have the option of integrating the API/web service into an existing accounts payable system, allowing a user to seamlessly verify information while entering new vendor information into your database. An optional two-factor authentication system enhances the security of your account. TINCHECK SERVICES: TIN & NAME MATCHING This process ensures that payers file accurate payee TIN and Name combinations, which helps to reduce or eliminate yearly IRS TIN/Name discrepancy penalties. THE US TREASURY OFAC/SDN LIST VALIDATION List of terrorists or narcotics traffickers from the Office of Foreign Assets Control (OFAC), and Specially Designated Nationals (SDN). THE SSA DEATH MASTER FILE VALIDATION The Social Security Administration s Death Master File (DMF) is a database of death notices for individuals. USPS ADDRESS VALIDATION Automatically validate an address (if provided) using the USPS Address Validation database. DENIED PERSONS LIST (DPL) VALIDATION A list of individuals and entities that have been denied export privileges. BANNED PATRON LIST FOR CASINOS VALIDATION Casinos typically utilize TINCheck to check the exclusion lists for NV, MS, IL, MO & NJ for banned patrons. EIN/NAME LOOKUP SYSTEM (ELS) This lookup will retrieve the public company name that is associated with a given EIN; it does not return individual names from Social Security Numbers (SSNs). TINCHECK BULK MATCHING Upload a single.txt file containing all of your recipient information, and the TINCheck Bulk service will perform multiple verifications simultaneously. Users have the added option of PGP encrypting their uploads. Results are typically returned in 24 hours. FBI WANTED LISTS (FBI) Criminal enterprises, cyber crimes, white collar crimes, violent crimes, crime alerts, crimes against children, domestic terrorism, seeking information, seeking terror information, top ten fugitives, most wanted terrorists. EXCLUDED PARTIES LIST (EPLS) VALIDATION The EPLS includes entities that have been declared ineligible for Federal contracts, assistance, and benefits. POLITICALLY EXPOSED PEOPLE (PEP) A quarterly updated list compiled by the CIA of Chiefs of State and Cabinet Members of Foreign Governments. For more information on all the lists that TINCheck provides matching/verification protection against visit TINCheck support@tincheck.com Complete Tax ID Verification

10 File 1099's online, 1095 ACA forms online & file W-2's online with efilemyforms 1099 efile & W-2 efile service. We make it a snap to print, mail & efile your 1094/1095, 1099, W-2, 1095, 1098, 5498, and 1042-S tax forms online - without software! efilemyforms allows you to key in or import your 1094/1095, 1099, W-2, 1095, & 1042-S tax data so that you can get back to business. Quality, Security, and Dependability since Efilemyforms.com Services PRINTING, MAILING & ELECTRONIC FILING With our full-service online filing service, we print your forms for you, mail them to your recipients and electronically file your forms with the IRS/SSA. It's simple, fast, cost-effective and complete. Online filing of tax forms 1094/1095, 1098, 1099, W-2 and has never been easier. And no 1096 or W-3 is needed because we file electronically. EFILE ONLY In cases where there is no need to send a copy of a filing to a recipient, we offer our "electronic filing (efiling)" service. With our efiling Only service you can submit your filings electronically to the IRS/SSA in a quick and timely manner. COST EFFECTIVE Prices start at $3.49 per form for our print, mail and electronic filing service. Start filing your 1099's and W- 2's today! TIN MATCHING SERVICE Our optional "TIN Check Service" can be added to an order when you use either of our "Print, Mail & efiling" or "efiling Only" services. With the "TIN Check Service" we verify that the Taxpayer Identification Numbers (TIN) used in your forms are correct. A TIN Name mismatch occurs when the IRS cannot match the TIN and Name to the IRS databases. A TIN can be either a Social Security Number (SSN) or an Employer Identification Number (EIN). Each mismatch can result in a $250 penalty from the IRS as per the "Small Business Jobs and Credit Act of 2010." WHAT FORMS DO WE SUPPORT? We support many forms including: 1095 series (B, C) ACA 1042-S T 1099 (A, B, C, DIV, G, INT, LTC, MISC, PATR, R, S, SA) SA W-2 W-2G Need to file for a prior tax year? We offer efiling for 2009 through current year tax forms! e F i l e M y F o r m s s u p p o r e f i l e m y f o r m s. c o m w w w. e f i l e m y f o r m s. c o m

11 STATECOMPLY COMPLIANCE AT YOUR FINGERTIPS! Data management & filing for CA-592, FATCA, and Independent Contractor Reporting. Designed to function just like the market-leading software created by 1099 Pro, StateComply offers a secure web portal to import, edit, and organize your CA-592, FATCA, and Independent Contractor Reporting data before generating a file formatted to send to the appropriate federal and state agencies. No software installation is required, so you can begin working with your data in minutes - compliance at your fingertips! Review the features below to see how StateComply makes reporting compliance easy. STATECOMPLY FEATURES FATCA DATA MANAGEMENT FATCA may require your company to withhold 30% on offshore payments to Foreign Financial Institutions (FFI), Non Financial Foreign Entities (NFFE), and on passthrough payments and gross proceeds. Organize your data and create a file formatted for filing with StateComply. INDEPENDENT CONTRACTOR REPORTING StateComply helps you remain compliant with states that require reporting when hiring independent contractors. Enter your data, and create a file for filing within minutes! COMPETETIVE PRICING Pricing is $250 for up to 250 records, and 10 cents thereafter for each additional record. StateComply is free for 1099 Pro Corporate Suite users! CA-592 DATA MANAGEMENT Businesses are required to withhold 7% and report quarterly when making payments of more than $1,500 of California Source Income to non-residents of California. StateComply.com is the easiest way to prepare your CA 592 data for filing. SPEED & SECURITY StateComply is hosted at 1099 Pro s secure facility which passed a SSAE 16 SOC I Type II audit - the highest level of security certification, ensuring that your data is safe. DUE DILIGENCE With prior year reporting and custom reports at your disposal, you can be sure that your information will be up-to-date and accurate in case of an audit or acquisition! QUARTERLY FILING & YEAR END STATEMENTS StateComply keeps you informed about filing and statement deadlines. Whether you file on a quarterly or year end basis, StateComply can generate a report specified to your needs. COMPLIMENTARY SUPPORT Free customer support is available via phone, , and online chat 5 days a week. If you ever run into an issue, a member of our support team will help you until the issue is resolved! StateComply support@statecomply.com Compliance at your Fingertips!

12 MANAGED SERVICES Excellence in processing & information reporting. The 1099 Pro Managed Services team, IRSCompliance, can maintain your payee and payment database in our secure SSAE 16 SOC I Type II environment, or on your secure servers. Managed Services can support current and prior years of tax data for forms 1098, 1099, 5498, W-2G, W-2, 1042-S, 3921, 3922, as well as Puerto Rico payment information. This service includes regulatory support, compliance training, and year-end recipient statements. Users can access the 1099 Pro Corporate Suite software to securely view and print their payee and payment information and perform data queries, either online or through a secure network. With more than 25 years of experience, IRSCompliance members have real world experience in a variety of industries, and as a result, are experts in federal law, state tax, local tax, and payment types that are subject to reporting. IRSCompliance s expertise and efficiency will improve your compliance and minimize financial risk to your company. MANAGED SERVICES OFFERS CUSTOM AND SCALABLE FEATURES OPTIONAL SERVICES Federal & state filing for originals and corrections Withholding & deposit services Quarterly wage reporting Policy and procedure development Independent Contractor Reporting Regulatory publications, webinars, and events TIN Compliance Management: B-Notices, TIN Standard and custom printing services matching, W-8 and W-9 processing Consulting, risk assessment services, and curing Balancing and reconciliation Penalty appeals Transaction detail history and audit trails Electronic filing services Penalty abatement Electronic payee statement presentment Form 1099-K processing and reporting Electronic solicitation and validation of W-8s & W-9s I R S C o m p l i a n c e C o m p l i a n c I R S C o m p l i a n c e. o r g w w w. I R S C o m p l i a n c e. o r g

13 FEDERAL & STATE PUBLICATIONS Our federal and state compliance guides can help you determine what your specific requirements are for submitting information returns to the IRS and each state: Federal Reporting Guide: Includes requirements for reporting, withholding, TIN solicitation and certification, B-Notices, TIN Penalty assessments, and Bulk TIN Filing. This guide also describes how to identify U.S. and foreign payees, and the advantages of the IRS Combined Federal/State Program. State Reporting Guide: Includes reporting requirements of all form types for each state, as well as information about the IRS Combined Federal State Filing Program (CF/SF), quarterly reporting requirements, independent contractor reporting criteria for each state, due dates, state payment thresholds, media required, filing methods, submission address, basic withholding criteria, penalty guidelines for reporting failures, and contact information. Premium State Withholding Guide: Contains state withholding requirements on all payments for 1099-MISC, 1099-INT, 1099-DIV, and 1099-R. This guide also covers pension and annuity distributions for each state, due dates, state specific forms, exemptions, documentation requirements, reporting and withholding rates, and state specific criteria for distributions to non-resident aliens. Accounts Payable State Withholding Guide: Contains withholding requirements on all payments for 1099-MISC and other payments issued by AP business areas. This guide also covers due dates, state specific forms, exemptions, documentation requirements, reporting and withholding rates, and state specific criteria for distributions to non-resident aliens. Federal 1042-S Withholding Guide: Contains withholding requirements on all payments issued to foreign payees, information on the required type of W-8 form and payee certification, federal and state withholding guidelines, and how to report payments to the IRS and required states MISC Guide to Information Reporting: Assists payers in determining which payments should be reported on form 1099-MISC, payment classification and appropriate box to complete, state requirements for additional reporting (resident state vs. services performed in state), documentation requirements, backup withholding requirements, sample payment events and how to handle attorneys fees, liens, grants, etc. A great handbook for anyone in AP or CSR! Compliance Support & Regulatory Bulletin Service: This IRSCompliance Monthly Regulatory Bulletin keeps you informed year round! These bulletins cover: Notices on proposed withholding and reporting requirements Impact of proposed federal and state regulations on business U.S. and foreign payee documentation and certification requirements U.S. and foreign withholding IRS audit initiatives IRS TIN matching Best compliance practices Regulatory deadline reminders I R S C o m p l i a n c e C o m p l i a n c I R S C o m p l i a n c e. o r g w w w. I R S C o m p l i a n c e. o r g

14 HOSTING SERVICES World-class hosting. Ultimate security. Our hosted environment provides optimum uptime, security, and bandwidth, ensuring peace of mind. The DP Solutions Data Center facilities are strategically located along the area s rich fiber routes, offering robust connectivity within and between the data centers via cross connects, Any2 Internet peering exchange, fiber and DWDM service. The DP Solutions Data Center has passed stringent security certifications including a SSAE 16 SOC I Type II audit - the highest level of certification and security Pro software is run directly from DP Solutions Data Centers, so nothing needs to be installed on user computers, saving your company time and money. HOSTING FEATURES DP SOLUTIONS DATA CENTERS SSAE 16 SOC I Type II compliant Tier III infrastructure 1099 Pro & Windows updates SSN/EIN native encryption in database REDUNDANCY Built-in fail-over through redundant router and switch configuration Dual ports available from unique switches Scalability from 100 Mbps to 10 Gbps bandwidth Production and Test Databases SECURITY 24-hour data center monitoring & officers Mantraps, CCTV, key card controls Badge/picture ID access screening Biometric access screening Escort requirements for access to raised floor areas Pre-action fire suppression DATA BACKUP Daily backups stored to evault. PERFORMANCE Dedicated servers are configured for 1099 Pro. No other applications are run on these servers, ensuring optimal speed and stability. UPDATES Updates occur regularly Supports client/server and ASP versions of 1099 Pro High availability configuration including clustered servers and redundant disk storage Redundant power provided via backup generators Microsoft certified technician support Integrated disaster recovery Environmentally controlled Firewall, antivirus, and intrusion protection P r o, I n c h o s t i n p r o. c o m w w w p r o. c o m T h e B e t t e r W a y T o G o!