Yes, we have a Service Bureau for that specific purpose! Please see our Service Bureau web page on this site for more information. Can Pro process corrections? Every version of Pro can process corrections.
Can I demo the software before I buy it? Demos run fully functional versions of the software, but will print sample data only. Can I download the software? To download current and previous releases of Pro, visit host. Can I export my data from another program into Pro? Data can be exported from almost every third party software in an Excel or delimited format. To do this, create an export in the software that contains all of your data that you wish to import into Pro.
Include all of the necessary fields that would be reported to the IRS; name, address, tin, dollar amount, etc. Does Pro offer any other software? How do I activate the demo? To purchase the software, visit our website or call to speak with a representative. Once you have made your purchase, an authorization code will be sent to you.
Once you have received your authorization code, run your software and go to "Utilities" and "Registration and Upgrades", and enter your code. How do I backup my data? Close your software, then open the windows Start menu, located at the bottom left of your desktop. Go to All Programs and open your Pro program file.
Click on Check for Pro Updates. How do I transfer my data and custom maps from a previous version of the software? During the installation wizard, you will be given the option to roll your previous import maps, as well as recipient and filer information into the new install. Note, the roll forward feature will not bring forward any of your financial data. Rather, it is intended to save you the trouble of reentering all of your recipient and filer contact information, as well as your security settings and transmitter information.
How do I transfer my data from my old computer to my new computer? Our S software creates files in the format required by the IRS for electronic transmission. The system is updated each year to reflect the format changes that are made by the IRS. Saving Data Data entered may be stored anywhere on your hard drive, portable drives, network drives or external diskettes for quick retrieval.
Technical Support Technical support is provided at no extra charge for the tax year that the software was purchased. There is one due date for the S forms. You can file for a one month extension of time to electronically file Forms S to the IRS but you must print and mail or e-mail Copy B to the recipient on or before the March 15 due date. We can file an extension on your behalf as well. Just contact our sales office at Difference between Form and Form S IRS Forms and S are filed separately.
Entry fields are selected using Tab, Enter, arrow keys, as well as clicking on a field with the mouse. The data is automatically saved through our software when a new record or form is accessed, thus ensuring edited data is never lost. Printing Forms must be software generated and are acceptable by the IRS.
Forms can be saved as PDFs and optionally encrypted. A tutorial on how to use the tool can be viewed online or downloaded. To use this tool, the withholding agent i. The tool also allows interactive input and error reporting for an individual Form S.
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