Import Excel or CSV files, review and print records, and create IRIS portal CSV batches for upload through your own IRS IRIS Taxpayer Portal account.
- Windows setup program
- Software licensing from $149 (record-based plans)
- Separate IRS portal submission by the customer
Installer: 1099-Setup.exe
Prepare and review employee W-2 data and create the required submission files for Social Security Administration Business Services Online.
- Windows setup program
- Separate W-2 software purchase or registration
- Upload through SSA Business Services Online
Installer: W2-W3-Software-Setup.exe
Download the dedicated Massachusetts 1099-HC Windows setup program to explore the data preparation workflow.
- Separate Massachusetts software installer
- Demo version available
- Verify supported tax year and DOR file format before production filing
Installer: MA-Form-1099-HC-Setup.exe
Install the separate California Form 592 Windows software for organizing and preparing state withholding records.
- Dedicated California Form 592 setup
- Separate software purchase and registration
- FTB filing is not automatic
Installer: CA-Form-592-Setup.exe
Download the separate California Form 593 Windows installer. Form 593 is not part of the Form 592 program.
- Dedicated California Form 593 setup
- Check reporting-year and FTB filing requirements
- Software registration may be required
Installer: CA-Form-593-Setup.exe
ACA software is a separate Windows program. Its setup file is not yet published; a download link will appear after release.
- 1095-B and 1095-C preparation
- Separate IRS AIR workflow
- No placeholder or broken download link