Account Ability prepares information returns (1098, 1099, 3921, 3922, 5498, W2G) and annual wage reports (W2, W2C) electronically, on laser, inkjet and generic dot matrix printers. Returns can be keyed in or imported from Excel, IRS Pub. 1220 compliant transmittals, SSA EFW2 (formerly MMREF-1) compliant transmittals and delimited text files. The Import Mapping Utility, which is included at NO EXTRA CHARGE, facilitates the job of importing comma, tab, and pipe delimited text files. IRS and SSA copies can be printed or electronically filed via IRS FIRE and SSA Business Services Online. Recipient copies can be printed on preprinted forms, plain paper, PDF and pressure seal forms. The Account Ability Forms Division carries a complete line of tax forms and companion envelopes.

Features:

Supported Forms
Account Ability supports the entire family of Information Returns (1097-BTC, 1098, 1098-C, 1098-E, 1098-T, 1099-A, 1099-B, 1099-C, 1099-CAP, 1099-DIV, 1099-G, 1099-H, 1099-INT, 1099-K, 1099-LTC, 1099-MISC, 1099-OID, 1099-PATR, 1099-Q, 1099-R, 1099-S, 1099-SA, 3921, 3922, 5498, 5498-ESA, 5498-SA, W2G), Annual Wage Reports (W2, W2C), and Summary Transmittals (1096, W3, W3C).

Unlimited Client (Filer) Support
Depending upon the type of returns to be filed, a filer can be a Payer (1099-MISC, 1099-DIV, 1099-INT, 1099-OID, 1099-PATR, 1099-B, 1099-G, 1099-Q, 1099-R, 1099-LTC, W2G), a Lender (1099-A, 1098, 1098-E), a Creditor (1099-C), a Filer (1097-BTC, 1099-K, 1099-S, 1098-T), a Trustee (5498, 5498-SA, 5498-ESA, 1099-SA), a Donee (1098-C), a Corporation (1099-CAP, 3922), a Provider (1099-H), a Transferor (3921), or, an Employer (W2, W2C). To avoid this ambiguity, Account Ability regards all filers as Clients. There is NO LIMIT on the number of clients (filers) one can enter. Your entire database is stored on your computer, so you never have to pay costly online processing fees per filer.

Unlimited Recipient/Employee Support
Account Ability regards those who receive the returns prepared by a filer as Recipients (e.g. contractors, debtors, employees, borrowers, transferors, students, winners, beneficiaries, participants, donors, etc.). There is NO LIMIT on the number of recipient returns one can enter. Your entire database is stored on your computer, so you never have to pay costly online processing fees per recipient/employee.

Electronic Filing via IRS FIRE and SSA Business Services Online
Account Ability includes electronic filing of Information Returns (1099, 1098, 5498, 3921, 3922, W2G) and Annual Wage Reports (W2, W2C) at no extra charge. Information Returns are easily uploaded to the IRS FIRE System; Annual Wage Reports to the SSA Business Services Online (SSA BSO). Transmitters of Information Returns are required to have a Transmitter Control Code (TCC) from IRS. If you don't already have a TCC, Account Ability can assist you in applying for one by preparing Form 4419, Application for Filing Information Returns Electronically. Submitters of Annual Wage Reports are required to have a User Identification Number (UID) from Social Security Administration. If you don't already have a UID, you can register for one online at SSA Business Services Online.

Integrated Browser
Account Ability's Integrated Browser eliminates the need to remember your TCC, EIN, User ID, Password and PIN required by IRS FIRE and SSA Business Services Online (SSA BSO).

Account Ability's Integrated Browser eliminates the need to remember your TCC, EIN, PIN, User ID and Password required by IRS FIRE and SSA BSO
Account Ability's Integrated Browser

Just click the Fill-in button to transfer this information from Account Ability's database to the web page. The Fill-in button can also be secured with a password.

Combined Federal/State Reporting
The Combined Federal/State Filing (CF/SF) program was established to facilitate the filing of Information Returns for the taxpayer. IRS/ECC-MTB will forward this information to participating states free of charge for approved filers. Separate reporting to those states is not required. The following Information Returns may be filed under the CF/SF program: 1099-DIV, 1099-G, 1099-INT, 1099-MISC, 1099-OID, 1099-PATR, 1099-R, and 5498. Account Ability includes Combined Federal/State Filing at no extra charge. For more information on CF/SF, as well as a list of participating states, refer to the section on Combined Federal/State Filing in Part A of IRS Publication 1220. You will also find some questions and answers regarding Combined Federal/State Filing on Account Ability's FAQ page.

Electronic State Wage (W2) Reporting
Most states will accept wage reports compliant with SSA EFW2 (formerly MMREF-1) specifications. Account Ability includes an interface for these states at no extra charge. To find out if your state accepts SSA EFW2 wage reports, contact your states Dept. of Revenue (see the Resources selection on the menu).
Bulk TIN (Taxpayer ID Number) Matching, Prints Form W-9
Account Ability includes IRS Bulk TIN Matching at no extra charge. The Internal Revenue Service™s Taxpayer Identification Number (TIN) Matching Program was established for payers of Form 1099 income subject to the backup withholding provisions of section 3406(a)(1)(A) and (B) of the Internal Revenue Code. The Bulk TIN Matching process accepts electronic transmittals containing up to 100,000 name/TIN combinations for matching against the IRS name/TIN database. Account Ability creates electronic transmittals pursuant to IRS Pub. 2108A. Account Ability prepares forms W-9 (W-9S) for recipients (students) failing to match the IRS name/TIN database.

Print on Laser and Inkjet Printers
Account Ability draws your returns on ordinary blank paper or fills in preprinted government approved laser forms. Employee W2 and Recipient 1099-R forms can be printed 4 returns (Copies B,C,2,2) on a single page. The Account Ability Forms Division carries a complete line of preprinted and blank laser tax forms and companion envelopes.

Print on Pressure Seal Forms
Account Ability includes the option to print the entire family of Information Returns and Annual Wage Reports on blank pressure seal forms. The Account Ability Forms Division carries a complete line of blank pressure seal laser forms and pressure seal hardware.
Print to Portable Document Files (PDF)
Account Ability includes a FREE PDF WRITER (IDMSPDF) capable of writing recipient returns to distinct PDF files. PDF naming conventions include Taxpayer Identification Number (TIN), Recipient Account Numbers, and Employee Control Numbers. This is an ideal solution for those desiring to post a recipient's 1099 or W2 to a secure website. If you would like to download IDMSPDF, visit our Download page.

Electronic Delivery (eDelivery) - Account Ability FileCabinet
In the past, the electronic delivery (eDelivery) of information returns (1098, 1099, 3921, 3922, 5498) and annual wage reports (W2, W2C) via the web as electronic statements (eStatements) was only possible for large corporations armed with web developers, software programmers, database administrators and network engineers...