PRODUCT FEATURES

  • All Forms 1099, 1098, 5498 and W-2G
  • W-9 Generation
  • Form 1042-S
  • Statements can be printed on pressure seal or plain paper
  • Build electronic file and magnetic media for the IRS and individual states (federal format)
  • Create electronic file for Form 1042-S filing
  • Combined Federal/State electronic or magnetic media file
  • All threshold values are reviewed and updated annually
  • P-Card processing
  • Direct import of delimited text files, Excel¨ files, and IRS magnetic media files with auto format detection
  • Direct on-screen data entry for original data, revisions and corrections
  • Export of statements and reports to PDF & Excel¨ formats
  • Enhanced field-level search
  • Set user privileges to control access to sensitive reports and returns
  • Reports for balancing and reconciliation with selectable criteria
  • Desktop and network versions available
  • "Validation Rules" alert you to potential errors before filing
  • Automated and User-definable record consolidation
  • Full Service support included
  • Automatic update of feature enhancements
  • Import or enter B-Notice reports
  • Tracks B- resolutions and history
  • Print W-9 for taxpayer name/TIN solicitation and for first B-Notice response
  • Print B-Notices for first and second B-Notice mailings
  • Statistical summary report
  • Interface to the IRS TIN Matching Program
  • Check up to 100,000 name/TIN combinations at a time
  • Easily record and track IRS responses
  • Works with bulk IRS modes

Convey Compliance Systems, Inc. · 3650 Annapolis Lane #190 · Plymouth, MN 55447 · 866.922.1099
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