Theses Features give you a brief description of the software's capabilities and flexibilities

Paper and Electronic Reporting of these Returns is Included:

1042S 1098 1098C 1098E 1098T

1099A 1099B 1099C 1099CAP 1099DIV

1099INT 1099LTC 1099MISC 1099SA  1099OID

1099PATR 1099Q 1099R 1099S  3921

3922 5498 5498ESA 5498SA W2 W2-C

      IRS REPORTER QUICK OVERVIEW

• Support: Rapid Response Replies for both technical and software questions / E-Mail & Phone

• documentation: Extensive On-Screen Help and On-Screen edit checks

• RECORD RETENTION AND INTEGRITY: 4 years of historic data maintained in current tax year format in compliance with the IRS requirement for reporting past years data. Uses a data conversion to convert previous years' data into the current year reporting format.
  Data Integrity, historic year’s Return data maintained in separate tax year files. Different year's Return data are never intermingled nor are Original and Corrected returns intermingled

• SYSTEMS: Network / Single or Multi User

• RETURNS: File Returns for 1 to over 1,000,000 Payees for each Return Type. Payee / Recipient of IRS/SSA Returns

• RETURN DATA: Automatically calculate applicable fields on Forms: W-2, 1042-S, and 1099-B

• PAYERS: File Returns for 1 to over 1,000,000 Payers. Payer, responsible for reporting IRS/SSA Recipient  Returns

• SYSTEM REQUIREMENTS:  Windows XP thru VISTA - Pentium or equivalent processors

       IRS / SSA RETURN DATA ENTRY

• IMPORT: Data may be imported from multiple sources and append to or replace an existing file

• MANUAL DATA ENTRY: Function Keys & key combinations allow for hands-on keyboard data entry

• HEAD START ON "NEXT" YEAR'S DATA: There are 3 separate Return files available on the system; Original, Corrected and NEW / NEXT TAX YEAR. Data entered into the New Tax year file will be converted into the Original File when the data conversion is run during installation of the Next Tax Year's system. Items such as Directors' Fees, over the counter Savings Bonds, and on.

      IMPORTING   

• INCOMING DATA FORMAT:  The incoming data format is user defined. The Easy Format makes record layout simple and easy. You can store 20 different formats per Return type if multiple import formats are needed  The REPORTER can use Comma delimited, Tab delimited, or Fixed Position files. Yes. EXCEL™ can be saved as a comma delimited file for importing

• ERRORS: Incoming data is monitored and an error listing produced when needed. (All records import, but some may have data that need to be corrected.)

    REPORTS

• MASTER LIST: Calculates amount field totals with or without Listing of all Return data fields, includes the option to exclude records less than $10 or those with no dollar amounts. Reports are viewed on-screen and printed as needed.

• CROSS REFERENCE: Quick listing of Name and TIN with extensive sort options for assisting in TIN/Name matching. Reports are viewed on-screen and printed as needed.

      IRS / SSA REPORTING

• DON'T SEND Return types with $ limits can now be calculated within a payer and marked Don't Send as the user chooses

• CUSTOMER STATEMENTS for 1098, 1099-B, 1099-INT, 1099-DIV: Automatically generate and Print customer statements listing individual accounts and amounts or standard IRS Paper substitute Returns

• PRINTING PAPER RETURNS: Automatically generate and Print substitute Returns on plain paper, fill-in-the- blanks on preprinted forms, or print to a file for printing later. Multiple Mailing Address options. Masking 1st 5 digits of SSN option. NOTE: Our substitute returns are very similar to, but may not be identical to "official" IRS / SSA return forms.
  Print format elements may be adjusted, and additional formats entered for exporting data.

• ELECTRONIC MEDIA: No restriction on number of times media may be generated, applicable documentation printed, produces Originals, late Originals, Corrections, and replacement files for special circumstances (Records may be manually marked Do Not Send). (Original Returns are automatically frozen once the electronic media has been created). Reports of excluded records may be logged. Archival Log; date, time, who, which returns were generated

• REVIEW MEDIA: Easy access to review actual media files sent to IRS and/or SSA

     HOUSEKEEPING - TOOLS

• AGGREGATE LIKE RETURNS, SORT, RE-INDEX: Roll exact match (excluding acct. number) into one return and total and Refresh index files, remove voids, return data reorganized by TIN, Name etc

• DATA RECORD REPAIR: Remove damaged records, used only with the supervision of a DSD support person (documentation for this is deliberately not included in the Help facilities)

• REPLACE INCORRECT PAYER on EXISTING RETURNS: Utility allows an incorrect Payer's EIN erroneous linked to a Return(s) to be replaced programmatically (no manual entry required) Password must be Administrator level

     SECURITY

• PASSWORD: Assigned by Security Level, Function, and File Type, Encrypted and maintained with individual profile

• TRACKING LOG: Tracks any changes or access made to virtually all options and functions within the system, by password owner's name and file number

• LOG ON TRACKING: Verification of  machine authorization

• ARCHIVING: Transmitted media files are Automatically archived

 This is a condensed view of the REPORTER'S capabilities. Try our Demo or contact us for references