1099 Pro, Inc. – Software for 20041099 Pro, Inc. – Software for 2004

1099 Pro Enterprise Edition Features1099 Pro Enterprise Edition Features

Enterprise Edition Features:Enterprise Edition Features:

Unlimited Filers  Unlimited Filers  Forms & PrintingForms & Printing Printing Of Tax FormsPrinting Of Tax Forms ReportsReports Filing Of Tax FormsFiling Of Tax Forms Corrections WizardCorrections Wizard Service BureauService Bureau Miscellaneous Miscellaneous

Unlimited Filers:Unlimited Filers: Allows duplicate TINs with Location Code (4 alpha)Allows duplicate TINs with Location Code (4 alpha) Set Combined Federal State FilerSet Combined Federal State Filer Default Contact & Phone number w/5 digit extensionDefault Contact & Phone number w/5 digit extension Multiple Contacts & Phone numbers for the same Multiple Contacts & Phone numbers for the same

Filer/Location CodeFiler/Location Code Department Number (6 alpha)Department Number (6 alpha) Multiple Dated Notes for each filerMultiple Dated Notes for each filer State I.D. NumbersState I.D. Numbers E-mail addressE-mail address

Changing A Filer Record:Changing A Filer Record:1. From the task panel click the General Options tab and then the Filers list icon. 2. At the Browse the Filers File screen highlight the filer and click "Change". 3. At the Changing a Filer Record screen make changes and click "OK". 4. The Administrator prompts to update all pending records with the new filer information. Users are encouraged to click "Yes".

Forms & Printing:Forms & Printing: Browse, Enter & Edit recipient dataBrowse, Enter & Edit recipient data Presented in rows, sortedPresented in rows, sorted SearchSearch Imported dataImported data Manually keyed dataManually keyed data Stock & custom Sort/ViewsStock & custom Sort/Views Stock & custom queries/filtersStock & custom queries/filters Filer Dept (6 alpha)Filer Dept (6 alpha) Category (6 alpha)Category (6 alpha) Name1, Name2, Address1, Address2, City, State, Zip, CountryName1, Name2, Address1, Address2, City, State, Zip, Country Audit TrailsAudit Trails Multiple Dated Notes for each recipientMultiple Dated Notes for each recipient Data Entry PreferencesData Entry Preferences Tax StateTax State IRS InstructionsIRS Instructions Form HelpForm Help Browse thru forms via arrow keyBrowse thru forms via arrow key Group actions (Print, Reprint, Add, Delete, Reset, Void, Un-void)Group actions (Print, Reprint, Add, Delete, Reset, Void, Un-void)

Enter, Update and View:Enter, Update and View:This is where you can create 1099-MISC forms and/or update any existing forms

Create/Change 1099-MISC forms:

An entry form is where you view and update information for a form recipient. Concerning recipients or "payees“, the recipient is defined as the person receiving the information return. You can enter an unlimited number of recipients for a filer.

Printing Of Tax Forms:Printing Of Tax Forms: Blank Paper – Combined Print Option Blank Paper – Combined Print Option

(2 forms to a recipient)(2 forms to a recipient) Regular Print OutsRegular Print Outs Preprinted laser formsPreprinted laser forms Customized Corporate LogosCustomized Corporate Logos Force comments and/or X in Corrected boxesForce comments and/or X in Corrected boxes View forms to screen or print directlyView forms to screen or print directly PDF option (encrypted or unencrypted) for viewed formsPDF option (encrypted or unencrypted) for viewed forms Custom Forms & report writerCustom Forms & report writer Printing on site or via Service BureauPrinting on site or via Service Bureau Status Tracking (pending, pending with errors, printed, SB Status Tracking (pending, pending with errors, printed, SB

Upload Print & Mail, SB Upload Filed, Filed)Upload Print & Mail, SB Upload Filed, Filed) Reprints tax formsReprints tax forms Protection of Forms from changingProtection of Forms from changing

New Features New Features This Year:This Year:

· A built in PDF driver allows for the user to create forms & reports in a PDF format. Users have the option of encrypting their PDFs or using non-encryption.

· .TPS database file encryption· Your company logo can now be

displayed on all 1099 forms.· Increased field size length for

Recipient Name and Address in tax form fields.

· Multiple filers can now be imported into the software using the 750 byte IRS format, per IRS Publication 1220.

· 1099 Pro, Inc. can create and send custom reports directly to customers.

· You can now generate State Subset MagMedia files for submission to the State.

· Enhanced State Reporting.· Enhanced W9 and B-Notice

functionality.· Enhanced Security and Encryption.· PLUS MUCH MORE!!!!

Reports:Reports:

Preview Reports & Print out only one pagePreview Reports & Print out only one page Prints to PDFPrints to PDF Customs notes on reports            Customs notes on reports            Detailed Control Totals (Summary, Extended, Detailed Control Totals (Summary, Extended,

Totals Only, Customized)Totals Only, Customized) Form Counts (overall summary)Form Counts (overall summary) Custom Report Writer AvailableCustom Report Writer Available

Reports available:Reports available: Control Totals for Current Control Totals for Current

Filer & Form TypesFiler & Form Types Form Counts by Filers/Status Form Counts by Filers/Status

(all Filers/all Form Types)(all Filers/all Form Types) All Forms Issued by the All Forms Issued by the

Selected FilersSelected Filers Tax Form Print SessionsTax Form Print Sessions Form 1096 Filing SessionsForm 1096 Filing Sessions MagMedia/E-Filing SessionsMagMedia/E-Filing Sessions Recipients ListingRecipients Listing Filers ListingFilers Listing W-9 and B-Notice TrackingW-9 and B-Notice Tracking

Form Counts by Filer Report:Form Counts by Filer Report:

This report generates a listing of all forms sorted by filer, detailed by form status. This report is very useful for tracking the status of your forms and determining if the records contain any errors or warnings.

Filing:Filing:

Supports creation of Original, Corrections, Supports creation of Original, Corrections, Test & Replacement files in IRS Magnetic Test & Replacement files in IRS Magnetic and/or Electronic formatand/or Electronic format

State ComplianceState Compliance Tracking of forms via statusTracking of forms via status MagMedia Media Viewer & EditorMagMedia Media Viewer & Editor

Specify the File Type:Specify the File Type:

1. On the task panel select the Filing & Corrections section and the File via E-File or disk icon. 2. At the Filing via MagMedia screen select the item named "Create a new diskette or MagMedia file" button. 3. At the 1099 Pro MagMedia Wizard click "Next" to proceed. Use the "Back" button at any time to go back a step. 4. Choose a method for selecting eligible records. Eligible records include those that have NOT been voided or previously filed.

Corrections Wizard:Corrections Wizard:

Protected FieldsProtected Fields Type I, II & III supportType I, II & III support Automatic determination of one or two forms to Automatic determination of one or two forms to

be issued per correctionbe issued per correction Ability to split and add additional forms Ability to split and add additional forms      

Protected Form:Protected Form:Records with a Printed, Filed or Void print status are "protected" from changes or edits. Use the Protected Form Update Options screen to access these records.

To access the Protected Form Update Options screen:

At the Browse Form Records screen highlight any record with any print status except pending. Click the "Change" button.

To Create Correctionsrefer to About Corrections and Create Corrections.

Corrections: Wrong Form TypeCorrections: Wrong Form Type A filer may issue a 1098 form to one recipient when the Form 1099-INT should have been issued to multiple recipients.  In this circumstance the filer must issue a corrected record to the original recipient and issue new records to the appropriate recipient(s).  This type of Correction is referred to as a "one to many” Correction. The Select New Form Type screen allows you to select the form type 1099-INT that should have been selected. 

The new form displays the original recipient TIN and address but individual box amounts or values are blank for easy data entry.

Outsource to Service Bureau:Outsource to Service Bureau:

1099 Pro Inc. Service Bureau 866 444-3559

The Service Bureau is a Print/Mail/E-Filing service offered to users of 1099 Pro software.

All of our software products allow the creation of a data UPLOAD file with automatic FTP transmission. We can process any number of filers, recipients, and form types. 

1099 Pro customers utilize the Service Bureau to save money, minimize administrative headaches, safeguard their sensitive data, and benefit from our extensive experience.

Miscellaneous:Miscellaneous: Exporting dataExporting data W-9 formW-9 form 1st B-Notice1st B-Notice 2nd B-Notice2nd B-Notice MS SQLMS SQL Security Security Audit TrailsAudit Trails Account Number GeneratorAccount Number Generator Error CheckingError Checking Cascading Changes Filers & Recipients   Cascading Changes Filers & Recipients   Complete Customer SatisfactionComplete Customer Satisfaction

The B Notice FormThe B Notice Form

If after submitting files to the IRS, a mismatch is determined, (e.g., a recipient's name and TIN do not match the IRS records), the IRS sends the Filer a CP2100 or CP2100A Notice.

The Filer must issue a Form W-9 and a B Notice to the recipient in question.

1099 Pro, Inc. – Software for 20041099 Pro, Inc. – Software for 2004As always, technical support is complimentary!As always, technical support is complimentary!

1099 Pro® provides award winning software solutions that are easy to use.1099 Pro® provides award winning software solutions that are easy to use.

1099 Pro provides software solutions that simplify the process of organizing 1099 Pro provides software solutions that simplify the process of organizing and filing your 1098, 1099, 5498, W-2, and 1042-S tax forms with the IRS. and filing your 1098, 1099, 5498, W-2, and 1042-S tax forms with the IRS.

Supported forms include all twenty-three 1099/1098/5498/& W2-G Supported forms include all twenty-three 1099/1098/5498/& W2-G informational returns (including the new 1099-SA & 5498-SA), Corrections, informational returns (including the new 1099-SA & 5498-SA), Corrections, W-9's & B-Notices.W-9's & B-Notices.