With your vendors’ email addresses, we’re able to eSolicit and collect W9 information electronically. We’ll send a password-protected W9 to your vendor, who can complete and eSign the form. Any changes the vendor makes will be applied to our vendor record automatically. We then run a TIN match to make sure the information is correct. We’ll store your vendors’ W9 records, so you can access them at any time.

Our team runs a TIN match on each of your vendor records to keep you from encountering penalties for filing with incorrect information. Once our team has imported your vendor data, we validate your vendor name/vendor TIN combinations against the IRS database. We’ll send you TIN matching results for you to review and update. We’ll also help you strategize next steps for rejected name/TIN combinations.

We securely eFile any type of 1099 form for you, including 1099-MISC, 1099-DIV, and 1099-INT. We also eFile 940-series forms, W-2 forms, 1095 ACA forms, and more. We’ll submit your federal eFile, and you’ll get IRS acknowledgment in 1-2 business days.

While many states are now involved in the Combined Federal State Filing Program, and don’t require a separate filing or additional information, other states have their own requirements, separate from your federal eFiling. These states’ requirements are constantly changing, as are deadlines and filing formats. We stay up to date on every state’s unique compliance requirements. We’ll make sure your state filing is accurate.

We offer electronic and paper delivery of vendor forms. With a vendor’s email address, we can send a password-protected PDF to your vendor. We also deliver via USPS mail. We send pressure-sealed forms through first class mail the day after an eFile is submitted. Each form has an intelligent mail barcode, which allows you to track any of your vendor forms through the USPS system.

If, for whatever reason, you need to file a corrected form: notify us, and we’ll make whatever changes are necessary. We do this to ensure that the information the IRS and state agencies receive from you is complete and correct.

Our team takes your CP2100 notices and manages your entire B Notice process. This process includes creating, printing, and mailing vendor letters and W9 forms. Then, we’ll collect and enter responses into our system, and perform additional TIN matches on update information. Our custom reports allow you to monitor and stay up to date on the entire process.

Add your team to your account with rights and workflow management. You can assign custom roles to your team, to help you enter, review, approve, and submit any forms you’d like to do from your end. Each user has a separate login, and all user actions are tracked in the admin account.