FEATURES

IRS Reporter your choice if you want the flexibility of the features below

Software for Paper and Electronic Reporting of these Returns:

1042S

1098

1098C

1098E

1098T

1099A

1099B

1099C

1099CAP

1099DIV

 

1099INT

1099LTC

1099MISC

1099SA 

1099OID

 

1099PATR

1099Q

1099R

1099S

5498

 

5498ESA

5498SA

W2

W2-C

      IRS REPORTER OVERVIEW

  • Support: Rapid Response Replies for both technical and software questions

  • 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.
    Data Integrity, historic year’s Return data maintained in separate tax year files. Return data are never intermingled or automatically deleted

  • SYSTEMS: Stand-Alone or 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 98 thru VISTA - Pentium or equivalent processors

       IRS / SSA RETURN DATA

  • 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

  • YEAR-TO-YEAR REPETITION:  Use data Carry Forward to set return data to be converted into the next Tax Year's IRS Reporter

      IMPORTING   

  • INCOMING DATA: Comma delimited, Tab delimited, or Fixed Position files may be imported

  • 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 

  • 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

  • CUSTOMER STATEMENTS for 1098, 1099-B, 1099-INT, 1099-DIV: Automatically generate and Print customer statements listing individual accounts and amounts

  • 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 EIN/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 if needed, produces Originals, late Originals, Corrections, and replacement files (Records may be marked Do Not Send). 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

  • 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