Can I file for more than one client or business using my one account?
Yes. eFileMyForms allows you to enter an unlimited number of filers, and an unlimited number of associated recipients for each of those filers, with your one account.
When I create my account how do I add the TIN and name of the other companies that I need to file for?
After you create your account and confirm your email address, you will log into your account and create "filer" records for each of the companies that you need to file for. For each of the "filers" you will then be able to create an unlimited number of "recipient" records.
Can I upload data or do I have to enter it?
With our service you can do both. You can upload filers, recipients and forms using our simple upload process. We accept comma-delimited or Excel files. For more information, view our "upload help" page.
Can I use your service to eFile only and then print and mail my own forms?
Yes, you can. When you file forms with our service you have the option to "eFile/Print/Mail" or "eFile Only". You make this choice at the time that you pay for your forms. After you've paid for your filings, you can download individual copies of your forms in PDF format. We provide all Copies in this manner except for "Copy A".
Can I cancel my order at any time? If so, will that stop my forms from being eFiled?
You can cancel an order up until such time that we submit one-or-more of the forms in the order to the IRS/SSA. Cancelling an order only means that we will cease processing from that point in time. If the forms have already been printed/mailed then your recipients will still receive their forms. Likewise, once we initiate the electronic transfer of your forms to the IRS/SSA, cancelling your order will not prevent the data from getting transferred. Due to the speed and automated nature of our service, we encourage you to thoroughly review your data before placing an order.
I submitted my forms after January 31st. Will I be penalized for a late submission?
Paper forms are to be mailed to recipients by January 31st. If you miss this mailing date you may be subject to penalties. If you are in this situation it is usually best to get your recipient copies mailed and have eFileMyForms file your data electronically by the March 31st electronic filing deadline.
Intentional disregard of mailing & filing introduces substantial penalties.
When does eFileMyForms file my forms with the IRS/SSA?
eFileMyForms files your data electronically with the IRS/SSA on or before the March 31st electronic filing deadline. In cases where March 31st falls on a weekend or a Federal holiday, the deadline is automatically extended to the next business day. As an example, for the 2007 tax season the electronic filing deadline was April 2nd, 2008. You can edit your forms until such time that they are electronically submitted to the IRS/SSA.
When I file with eFileMyForms, do you send the forms to the IRS/SSA and to the
people I have 1099'd or is there something more that I need to do?
When you file with us, we print and mail the forms to your recipients and we electronically file your forms with the IRS by the March 31st deadline. There is nothing else that you need to do.
When I file with eFileMyForms, do you send any information to the States
We automatically file form types 1099-DIV, 1099-G, 1099-INT, 1099-MISC, 1099-OID, 1099-PATR, 1099-R and form 5498 in the IRS' Combined Federal State Filing Program whereby the IRS forwards the form information to Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Georgia, Hawaii, Idaho, Indiana, Iowa, Kansas, Louisiana, Maine, Maryland, Massachusetts, Minnesota, Mississippi, Missouri, Montana, Nebraska, New Jersey, New Mexico, North Carolina, North Dakota, Ohio, South Carolina, Utah, Virginia and Wisconsin as detailed in IRS Publication 1220. Not all states participate in this program such as tax free states like Nevada, Florida, Washington, Wyoming. If you have questions regarding state filings we suggest that you talk with your Accountant or Attorney for further clarification.
I have filed with eFileMyForms but I've discovered that the information I had
entered was incorrect. How do I correct my data?
You can use our website to correct your data until such time that we have electronically submitted your forms to the IRS/SSA. If you find that the option to EDIT/SAVE a form that you have already paid for is no longer present in eFileMyForms, this means we have already submitted your data and it can no longer be changed on our site.
To make the IRS/SSA aware of your corrected information, for 1099's you will need to get a Red Copy A and 1096, then fill them out and mail them to the IRS. If filing form W-2, you will need to get a W-2C and W-3C then send them to the SSA. The W-2C and W-3C forms can be in black ink so you may print out the forms from the SSA website www.ssa.gov
Do you send a W-3 automatically when I file a 1099 on eFileMyForms?
W-3 and 1096 Transmittals are paper copies sent to the IRS/SSA. When filing electronically these files are sent to the IRS/SSA in an electronic format as the files are submitted. This is all done in the electronic filing process.
After entering 1099's does eFileMyForms file a 1096
A 1096 form is not required because we file electronically. Form 1096 is for paper filing only.
Can I correct data in a form that has already been printed and mailed?
Yes, until the end of March or until such time that your data is submitted to the IRS/SSA. We encourage all customers to correct data in their forms as their own recipients report errors. What is most important is that the IRS receive accurate information. As part of our online filing service, we electronically submit your filings to the IRS/SSA prior to the end of March. As such, you have until such time that forms are electronically submitted to correct any mistakes in the information you have submitted. Select Order History, then select an order, then click Edit next to the form you want to correct.
Sometimes when I view the PDF version of one of my forms, the information
in the PDF does not match what I entered on the form?
This occurs when you view the PDF, then edit your data and then view the PDF a second time. You can resolve this by clearing your browser's cache.
How do I change my email address?
Use the Request Help page to request that we change the email address associated with your account. Please include your new email address in your request.