Efile Electronic Reporting Options
Creating/Appending Transmittals

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Menu Item File Arrow Head Electronic Reporting

 

To create or append a transmittal file,

 

•Open the tax forms to be reported
•Click Efile on the recipient toolbar, or
•Select Electronic Reporting from the File menu, or
•Depress CTRL+E

 

The Electronic Reporting Options will be displayed.

 

The Electronic Reporting Options depend upon forms to be reported:

 

•Information Returns (1098, 1099, 3921, 3922, 5498, W-2G)
•Annual Wage Reports (W-2)
•Annual Wage Reports (W-2C)
•ACA Information Returns (1095-B, 1095-C)