Account Ability prepares form 1098, 1099, 3921, 3922 Account Ability prepares form W-2, W-2C Account Ability prepares form W-2G, 5498, 5498-ESA, 5498-SA
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Account Ability prepares 1099 and W-2 forms quickly and easily
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Supported Forms
Account Ability supports the entire family of Information Returns (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).
Section 6039 Compliance - Read more...
As amended by Section 403 of the Tax Relief and Health Care Act of 2006, Section 6039 requires corporations to file an information return with the IRS, in addition to providing employees with an information statement, following a stock transfer. Account Ability complies with these amendments by including electronic and plain paper filing for Form 3921, Exercise of an Incentive Stock Option Under Section 422(b), and Form 3922, Transfer of Stock Acquired Through an Employee Stock Purchase Plan Under Section 423(c). The Import Mapping Utility facilitates the job of importing data from spreadsheets, delimited text files and data extractions from Equity Edge® by E*TRADE Corporate Services.
Section 6050W Compliance - Read more...
Under new section 6050W, any payment settlement entity making payment to a participating payee in settlement of reportable payment transactions must make a return for each calendar year to be filed with the Service, and furnish a statement to the participating payee, setting forth the gross amount of such reportable payment transactions, as well as the name, address, and taxpayer identification number (TIN) of the participating payees. Form 1099-K, Payment Card and Third Party Network Transactions, is a new information return that payment settlement entities will use to report the gross amount of payment card or third party network transactions.
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 - Read more...
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-B, 1099-DIV, 1099-G, 1099-INT, 1099-K, 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.
Intelligent Mail® Barcoding and Address Verification
If recipient addresses are coded for Zip+4+Delivery Point, and you have a USPS Mailer Id, Account Ability automatically prints the USPS Intelligent Mail® barcode on the address portion of all pressure seal forms. The Tools menu of each tax form includes an Address Verification selection that interactively verifies a recipient's address and mailing industry information with the US Postal Services website. To learn more about Intelligent Mail® Services, visit the USPS National Support Center.
Print First-Class Indicias on Pressure Seal Forms
If your company has a First-Class Permit, Account Ability can be configured to print a First-Class Indicia on the address portion of each pressure seal form. The Account Ability Forms Division carries a complete line of pressure seal forms and pressure seal hardware.
Print Copy A W2, W2C, W3, W3C on Blank Paper
Social Security Administration will accept black and white laser drawn Copy A returns prepared by Account Ability. These returns are included as Enhanced Metafiles that can be drawn on ordinary copy paper. Sample output can be viewed by clicking on the appropriate form: W2, W3, W2C, W3C.
Print on Generic Dot Matrix Printers
If you prefer to use traditional continuous forms, Account Ability supports generic dot matrix printers capable of printing at 10 cpi, 6 lpi. Both 1-Wide and 2-Wide W2 formats are supported. The Dot Matrix Print Options dialog provides an alignment utility that guarantees a perfect alignment with each print session. The Account Ability Forms Division carries a complete line of continuous tax forms and companion envelopes.
Import Recipients from an ASCII Text File
Account Ability includes a FREE Import Mapping Utility capable of converting any delimited (comma, tab, pipe) text file you create (say with Excel®, Access®, DBase®, Informix®, Oracle®, SQL, etc.) into a format compatible with Account Ability. Many software applications (e.g. Property Boss, AutoMate, Peachtree, Intuit QuickBooks, MAS90, Great Plains Software, etc.) are capable of exporting to spreadsheets and delimited text files. The Import Mapping Utility can be used to easily import these files into Account Ability.
Import IRS (Pub. 1220) and SSA EFW2 (formerly MMREF-1) Transmittals
Many of our larger customers already have in-house systems capable of reporting their Information Returns and Annual Wage Reports electronically. What their in-house systems lack, however, is the ability to either process correction returns, generate recipient copies on laser, or electronically file at the State level. Account Ability can import the Pub. 1220 or EFW2 transmittal created by their in-house systems. Once imported, Account Ability can be used to overcome any of these deficiencies.
Multiple Import Session Rollup of Recipient Returns
Some applications, such as Intuit's QuickBooks, are deficient in that they cannot export a recipient's entire 1099 or W2 to a single file. They do, however, have the ability to export the information to a variety of text and/or Excel® files. Account Ability overcomes this deficiency by importing and rolling up these files over multiple import sessions. The rollup feature can actually import an entire payroll journal or cash disbursements journal resulting in a single return for each recipient.
Form Filtering of Unwanted Returns
The Tools menu of each tax form includes a Filtering option that can be used to VOID returns based upon the monetary constraints you enter. This feature is extremely useful for filtering out recipients who have not earned at least $600 of reportable income on Form 1099-MISC. Form 1098-C includes the option to filter duplicate VINs.
Official IRS Instructions (PDF Format) Included with Each Form
While working on a tax form, click your mouse on the IRS instructions icon Try it now! Click here to display 1099-MISC instructions displayed at the bottom of the main window and Account Ability displays Official IRS Instructions for the active form.
Import Another Filer's Returns
This feature enables many users to work on a filer's returns in batches. Each user works on his own batch of returns. When done, all batches are imported into the master filer for processing.
Import Clients (Filers) from an ASCII Text File
If you can export your existing client database to a comma or tab delimited ASCII text file, the Import Mapping Utility, which is included for FREE, can be used to create a text file that Account Ability can import.
Export Filer and/or Recipient Information to an ASCII Text File
Regardless of which file or form you desire to export, Account Ability includes an Export Options dialog that allows you to select any combination of fields to be exported. The resulting file is a comma separated text file that is compatible with Microsoft Excel® as well as any standard text editor. Exported data is generic so that it can be merged with any mailing label application.
Prepare IDENTIFYING and CORRECTING Transactions
If you've ever corrected 1099, 1098, 3921, 3922, 5498, or W2G returns, then you're aware of the stringent guidelines imposed by IRS. Depending upon the type of correction to be reported, either 1 transaction (CORRECTING transaction) or 2 transactions (IDENTIFYING and CORRECTING transactions) may be required. Account Ability facilitates the correction process by automatically creating the IDENTIFYING transaction and fetching the original return for preparation of the CORRECTING transaction.
Truncate (Mask) Social Security Numbers on Information Returns
Account Ability complies with IRS Notice 2011-38, which extends and modifies IRS Notice 2009-93, which created a pilot program allowing filers of information returns to truncate an individual payee's nine digit identifying number (e.g. XXX-XX-1234). IRS Notice 2011-38 extends the pilot program as to paper payee statements furnished for calendar years 2011 and 2012. This notice also modifies the requirements announced in Notice 2009-93 by excluding Form 1098-C, Contributions of Motor Vehicles, Boats, and Airplanes, from the pilot program as it is an "acknowledgement" required by section 170(f)(12), rather than a payee statement.
Duplicate Taxpayer Identification Number Alert
Account Ability permits recipient records with the same taxpayer identification number to be entered without warning. You can, however, instruct Account Ability to alert you of a duplicate before it is recorded.
Tab Stop Designation Utility
Many tax forms contain boxes that you'll probably never use. For example, you may only use the Nonemployee Compensation box of Form 1099-MISC. The interactive "Tab Stop Designation" dialog enables you to specify the boxes you would like to use. Simply right-click your mouse on the caption of any box and the Tab Stop Designation dialog is displayed.
Apportion 1098 Mortgage Interest, Amortization, R/E Tax, Capital Reserve
If you prepare 1098 returns for cooperatives then you are going to love this feature. Each 1098 can track a payer's shares, period of occupancy, and percentage of maintenance paid. The Apportion selection on the File menu of Form 1098 uses this information to compute each payer's share of the total interest, total amortization, total real estate tax, and total capital reserve fund for the cooperative.
Prepare Transmittals 1096, W3, W3C
Account Ability automatically totals a filer's returns when preparing summary transmittals. Although IRS requires Transmittal 1096 to be printed on red preprinted forms, an INFORMATION COPY can be printed in black and white for your records. Social Security Administration will accept Account Ability's laser drawn Transmittals W-3 and W-3C.
Prepare Transmittal 4804
Although no longer required by IRS, Account Ability still includes the ability to print Form 4804 for your own records.
Roll Forward Any Part of Your Database Each Year
Since it is not always desirable to roll forward all returns each year, you decide which returns to roll forward. The "Roll Forward" dialog also allows you to specify whether or not to initialize each return for a new calendar year.
Client Activity Report
This is an analysis of returns processed for all filers during the prior and current reporting years.
Control Reports to Verify Your Data
All tax forms include a detailed Control Report and Register Listing to help verify your data.
On Screen Totals
Total a file in seconds for on screen viewing and printing.
State/Local Wage and Withholding Report
This report gives you a detailed analysis of each reporting state. State and Local wages and withholding are clearly itemized for easy data verification.
Compute FICA/Medicare Wages and Withholding
Compute FICA/Medicare wages and withholding for one or all employees.
Backup Your Database in Seconds
Account Ability includes a sophisticated Backup and Restore Utility capable of backing up a single client's returns or the entire Account Ability database in seconds.
Multiple Levels of Security
Password protect any or all of your client's Information Returns and Annual Wage Reports. In addition to specifying an optional master (administrative) password at the client level, passwords can vary for each type of return making it possible to distribute job loads among different departments in your organization securely.
Various Indexes for Sorting
Choose from a variety of indexes by which to sort your returns. Whether it be taxpayer id, recipient name, zip code, account number, etc., Account Ability incrementally locates any return in seconds.
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