SOFTWARE + SERVICES

1099 Pro, Inc. presents

v2019-08-02

CORPORATE SUITE

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 1097, 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. 1099 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®.

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.

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.

WEB PRESENTMENT OF RECIPIENT FORMS 1099 Pro hosted or built-in API & Web Service. Built-in electronic delivery consent management.

The industry’s most advanced information reporting software.

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. 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.

REPORT TYPES Custom query reports/Excel exports. Form counts by filer/status/form type. Schedule automatic reports. Zero Drop.

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.

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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.)

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.

CORRECTIONS Manually enter or import corrections. Supports corrections of corrections. Federal and State filing.

HOSTING Install on your premises or use our SSAE SOC I Type II hosting facility for optimum performance and security. For more information, visit www.1099pro.com/services.

HOSTING SERVICES

1099 Pro’s hosting environment uses state of the art technology from VMware and Microsoft to provide unmatched reliability, scalability, and security. Our datacenters pass comprehensive SOC I Type II audits to ensure our clients get the highest level of security assurance that is verified by a nationally accredited 3rd party. By choosing 1099 Pro’s hosting service, clients get access to our world class environmental support team who have in-depth knowledge of both the software and hardware behind 1099 Pro. This guarantees our clients the highest level of support and responsiveness for their 1099 Pro software environment—something that only our experts can provide.

HOSTING FEATURES

1099 PRO DATA CENTERS

SOC I Type II Certified Multi-Factor Authentication Production, Stage, and/or Development environments SQL Enterprise w/TDE database encryption

SECURITY

24-hour data center monitoring & officers

Access controls, CCTV, key card authentication Badge/picture ID access screening

Security access screening

Escort requirements for access to raised floor areas

Firewall, antivirus, and intrusion protection

UPDATES

Expertly applied 1099 Pro, Windows, and SQL updates Full 1099 Pro client/server and ASP.Net support Microsoft® certified technician support 1099 Pro System and Account Managers

World-class hosting. Ultimate security.

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REDUNDANCY

Built-in fail-over through redundant multi-hostconfiguration

File replication between data centers Geographically dispersed within the US

DATA BACKUP

Continuous 15-minute RPO server backupsRealtime database replication

PERFORMANCE

Dedicated 1099 Pro host serversHigh-end live resource allocation

Primary & Secondary DR data centersRedundant power provided via backup systemsPre-action fire suppressionIntegrated disaster recoveryEnvironmentally controlledHigh availability configuration, including clusteredservers and redundant disk storage

Dedicated or shared environments

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PROFESSIONAL

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. 1099 Pro Professional provides the option to upload your data to our Service Bureau (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!

The most cost-effective answer for low volume filing. prf

ENTERPRISE

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 (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!

A comprehensive solution for filing to the IRS FIRE Site. ent

Corrections: IRS FIRE site correction file generation. Paper correction filing and Service Bureau uploads.

Filing Capability: IRS FIRE site electronic file generation, submission, and viewer. Service Bureau uploads for Federal and State electronic filing.

Recipient Delivery: Prints to plain paper, preprinted, and pressure seal forms, or print and mail with the Service Bureau.

Supported Forms: Supports 1098, 1099, 3921, 3922, 5498, & W‐2G series.

Recommended Volume: 800 to 10,000 forms.

Corrections: Supports corrections created for paper filing and Service Bureau uploads.

Filing Capability: Supports paper filing and Service Bureau uploads for Federal and State electronic filing.

Recipient Delivery: Prints to plain paper, preprinted, and pressure seal forms, or print and mail with the Service Bureau.

Supported Forms: 1098, 1099, 3921, 3922, 5498, & W‐2G series.

Recommended Volume: 1 to 800 forms.

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1042-S PRO

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.

1099 Pro offers free technical support to all existing and potential customers. Download a free demo and let our technical support staff answer your questions!

Easy 1042-S electronic information reporting.

W-2 PRO

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, email, and online chat; no matter how complicated your question is, we’ll always find a solution.

Simple electronic filing to the SSA BSO site.

Corrections: SSA BSO site correction file generation. Paper correction filing and Service Bureau uploads.

Filing Capability: SSA BSO site electronic file generation, submission, and viewer. Service Bureau uploads for electronic filing.

Recipient Delivery: Prints to plain paper, preprinted, and pressure seal forms, or print and mail with the Service Bureau.

Supported Forms: W‐2, W‐2C, W‐3 and W‐3C transmittals.

Recommended Volume: 1 to 10,000 forms.

Corrections: IRS Fire site correction file generation. Paper correction filing and Service Bureau uploads.

Filing Capability: IRS FIRE site electronic file generation, submission, and viewer. Service Bureau uploads for electronic filing.

Recipient Delivery: Prints to plain paper, preprinted, and pressure seal forms, or print and mail with the Service Bureau.

Supported Forms: 1042-S.

Recommended Volume: 1 to 10,000 forms.

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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.

1099 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".

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 requires 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.

Corrections: Generate amended, void and corrections XML for submission to the IDES gateway.

Filing Capability: Generate XML using the 8966 Pro software, and package it for submission using the included IDES Packager utility.

Recipient Delivery: Prints to plain paper and pressure seal forms, or print and mail with the Service Bureau.

Supported Forms: FATCA Form 8966

Recommended Volume: 1 to 5,000 forms.

IDES PACKAGER The ultimate IDES data preparation & FATCA IDES packager .

Customer Service: Contact 1099 Pro customer service for free troubleshooting.

Decrypt IDES Returns: Use the unpackage functionality to decrypt IRS / IDES returned results.

Create IDES Transmission Packet: Creates a zipped file with the key file, XML metadata file, & payload file.

Encrypt: Select the XML file, digital certificate, and passphrase.

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Import Account Data: Summary Balancing Reports: Account Lookup:

SERVICE BUREAU

The 1099 Pro Service Bureau was established to assist companies throughout the tax season. The Service Bureau features a highly secure 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!

PRINTING, MAILING & ELECTRONIC FILING The Service Bureau will print, mail, and electronically file your forms. Prices start at $1.16 per record, with discounts available for higher volumes.

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 $270 per TIN/Name mismatch, this service is a must!

The Tax Season Made Simple.

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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.

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.

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.

TIN MASKINGTo further protect your information, the Service Bureau allows you to mask Social Security Numbers and/or Employer Identification Numbers in the following format: XXX-XX-1234 or XX-XXX1234.

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.

SERVICE BUREAU SERVICES

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.

ADDITIONAL SERVICES

EFILEMYFORMS With our online tax reporting service, you can file your 1042-S, 1098, 1099, 5498, ACA 1094/1095 and W-2 taxforms 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. www.efilemyforms.com

Create a custom package to suit your organization’s needs!

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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!

HOSTING SERVICES 1099 Pro provides secure environments to host your Corporate Suite software and data in. All environments are kept up to date with the latest Windows, Enterprise SQL, and Corporate Suite software updates so that you no longer need to worry about the IT side!www.1099pro.com/serv_Hosting.asp

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! www.1099pro.com/videos.asp

REGULATORY TAX & ACCOUNTS PAYABLE CONFERENCE 1099 Pro participates in a yearly conference to reviewadvances in the industry. With multiple vendors and hundreds of attendees, this event is a valuable resource for sharing best practices and tips! This conference addresses major Federal and State Regulatory Tax requirements that all U.S. organizations are required to know, and how they apply to business. Attendees can join sessions and workshops that cover various tax related issues. Contact 1099 Pro for more information about the next conference!

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!

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 SOC I Type II security to ensure the privacy of your data.

RESOURCES, SERVICES, TOOLS.

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. www.1099pro.com/serv_Hosting.asp

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10-DAY NOTIFICATIONCalifornia follows federal law, which requires that withholding agents notify foreign payees within 10 days of any tax withheld. For California withholding purposes, withholding agents should make a similar notification to nonresident payees.

DUE DILIGENCETypes of California source income subject to withholding include:• Payments made for personal services performed in

California.• Payments made to nonresident entertainers for

services rendered in California.• Payments received for a covenant not to compete in

California.• Payments releasing a contractual obligation to

perform services in California.• Income from options received because of performing

personal services in California.• Bonuses paid for services performed in California.• Rents and royalties from assets located in California.

DATA RETENTIONThe withholding agent retains this form for a minimum of four years and must provide it to the FTB upon request. Keep your data secure in your SQL database forever.

California requires 7% withholding and quarterly reporting by any individual or entity making payments of more than $1,500 in California Source income to the person, corporation, partnership, fiduciary, partner, beneficiary, shareholder, member or vendor who is a non-resident of California that do not have a permanent place of business in California.

The 1099 Pro Corporate Suite software allows you and your co-workers to access your CA 592-B data via desktop software, Chrome, Internet Explorer, FireFox or Safari via local intranet! Your software installation can be housed on your premises or we can host your data for you.

Resident and nonresident withholding guidelines: https://www.ftb.ca.gov/forms/misc/1017.html

CA 592-BTotal solutions for your California withholding needs.

INTEREST AND PENALTIESInterest on late payments is computed from the due date of the withholding to the date paid. Failure to withhold may result in the withholding agent being personally liable for the amount of tax that should have been withheld and for interest and penalties.The penalty is calculated per payee:• $30 if filed 1 to 30 days after the due date.• $60 if filed 31 days to 6 months after the due date.• $100 if filed more than 6 months after the due date.

SPEED, SECURITY AND EASE OF USE1099 Pro Corporate Suite software enables you to:• Import your data from Excel, or text, files.• Supports transactional imports which allows records

to be aggregated by user-specified criteria, i.e TIN/Name/Account.

• Generate electronic files for form CA 592-B eachquarter for multiple filing entities.

• Print year-end, or quarterly, statements.• Print reports for reconciliation and auditing.• Automate certain tasks, such as imports, exports,

report generation and more!• Income from options received because of performing

personal services in California.• For an overview of our software and services, please

visit www.1099pro.com.

The IRS penalty for TIN/Name mismatches is now $270 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.

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.

DENIED PERSONS LIST (DPL) VALIDATION A list of individuals and entities that have been denied export privileges.

TINCheck | 866.452.3467 | support@TINcheck.com | www.TINCheck.com | Complete Tax ID Verification

TINCHECK SERVICES:

Complete Tax ID Verification. Identifying Errors & Increasing Profitability.

EXCLUDED PARTIES LIST (EPLS) VALIDATION The EPLS includes entities that have been declared ineligible for Federal contracts, assistance, and benefits.

BANNED PATRON LIST FOR CASINOS VALIDATION Casinos typically utilize TINCheck to check the exclusion lists for NV, MS, IL, MO & NJ for banned patrons.

USPS ADDRESS VALIDATION Automatically validate an address (if provided) using the USPS Address Validation database.

THE SSA DEATH MASTER FILE VALIDATION The Social Security Administration’s Death Master File (DMF) is a database of death notices for individuals.

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.

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).

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).

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.

POLITICALLY EXPOSED PEOPLE (PEP) A quarterly updated list compiled by the CIA of Chiefs of State and Cabinet Members of Foreign Governments.

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, 1098, 5498, and 1042-S tax forms online—without software!

eFileMyForms® allows you to key in or import your 1094/1095, 1099, W-2, & 1042-S tax data so that you can get back to business. Quality, Security, and Dependability since 2001.

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.

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 $270 penalty from the IRS as per the"Small Business Jobs and Credit Act of 2010."

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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.

WHAT FORMS DO WE SUPPORT? We support many forms including: 1095 series (B, C) ACA 1042-S 1098 1098-T, 1098-Q 1099 (A, B, C, DIV, G, INT, LTC, MISC, PATR, R, S, SA) 5498 5498-SA W-2 W-2G

Need to file for a prior tax year? We offer eFiling for 2013 through current year tax forms!

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!

Efilemyforms.com Services

PRINTING, MAILING & ELECTRONIC FILING eFileMyForms provides the printing & mailing of recipient copies and the electronic filing of 1094 & 1095 ACA forms through our 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!

CORPORATE SUITE Software based 1094 & 1095 ACA reporting cs

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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 SOC I Type II hosting facility for optimum performance and security. For more information, visit www.1099pro.com/services.

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ACA REPORTING Online reporting of 1094 & 1095 ACA forms

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

MANAGED SERVICES OFFERS

CUSTOM AND SCALABLE FEATURES

Federal & state filing for originals and corrections

Quarterly wage reporting

Independent Contractor Reporting

TIN Compliance Management: B-Notices, TIN

matching, W-8 and W-9 processing

Balancing and reconciliation

Transaction detail history and audit trails

Penalty abatement

Form 1099-K processing and reporting

OPTIONAL SERVICES

Withholding & deposit services

Policy and procedure development

Regulatory publications, webinars, and events

Standard and custom printing services

Consulting, risk assessment services, and curing

Penalty appeals

Electronic filing services

Electronic payee statement presentment

Electronic solicitation and validation of W-8s & W-9s

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IRSCompliance Managed Services Excellence in processing & information reporting.

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

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.

1099-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:

IRSCompliance Federal & State Publications

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