1099 E-File Service - Intuit

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1099 E-File ServicepeopleJumpstartsAlex SutichDecember 2015

TABLE OF CONTENTS General 1099 E-File information:o Overviewo Important Dateso Care Strategyo IVR/Contact Designo MFAo Escalations Product specific information:o IFSP, QBO/QBFSP & QBDT Op Mechs Resources Appendix212/31/2015Intuit Proprietary & Confidential

Overview Our 1099 E-File Service allows customers to:ooooFill in 1099 formsCreate & provide email or printed copies to their contractorsDownload 1099 forms for their recordsE-File their forms If a business pays a vendor/contractor 600 or more, the businessneeds to issue a 1099-MISC Form Pricing:o Standard Pricingooo 14.99 includes creation and e-filing of up to three 1099-MISC forms 3.99 for each additional formNo additional charge for over 20 formso Early Bird Pricingoooo 12.99 includes creation and e-filing of up to three 1099-MISC forms 2.99 for each additional formOnly available from January 1 -16NOTE: The price is determined by the date the customer goes through thebilling page within the 1099 E-File service – they do not have to file by Jan.16o IOP4A Pricingo3 15 per client, unlimited 1099-MISC formsIntuit Proprietary & Confidential

Important Dates IRS Dates:o February 1, 2016 – Deadline for providing contractors/vendors with1099-MISC copieso February 29, 2016 – Filing deadline to IRS via papero March 31, 2016 – E-Filing deadline to IRS (by 5:00 p.m. Pacific time) Intuit 1099 E-File Service Dates:ooooJanuary 1, 2016 – Intuit E-File service opensJanuary 16, 2016 – Last day for early bird discountApril 17, 2016 – Last day to sign up as a new userApril 30, 2016 – Intuit service ends (closes at midnight Pacific time) INTERNAL ONLY: Intuit will start transmitting 1099s to the IRS onFebruary 16, 2016o This will include ALL 1099s – IFSP and 1099s submitted through the1099EF serviceo This will allow the Corrections team to work through more IFSPcorrections prior to us submitting to the IRSo For IFSP: employer data needs to be entered PRIOR to this date (SeeIFSP articles for more information)o Tax Ops team will handle batching & filing all 1099s to the IRS4Intuit Proprietary & Confidential

Care Strategy Calls will go through core/home channels- there is no dedicated1099 E-File team Teams taking 1099 E-File calls will support customers through theentire process – from vendor setup and the 1099 E-File Service CS Server access should be used to check the E-File status andverify company information IOP Cebu team will be taking IOP & Standalone 1099 E-File callso As needed, they will support teams with major bug/sync issues Online teams who use CS Server to track calls need to use thesame 1099 E-File ticket categories as prior years (this will help ushave consistent reporting) 5For Siebel/Salesforce calls, please reference 1099EF or 1099 E-File in theDetailed Description/Ticket NotesIntuit Proprietary & Confidential

IVR/Contact Design Two 1099 E-File Support Phone Numbers this year:o 877.250.9797 – for everything except DTo 800.325.1538 – for QBDT customers 1099 E-File IVR & chat will be live on January 1 Wrapping up skilling with the Command Center now Use these Attendant Profiles this NE – IFSPONLINE – IOPONLINE – IOP4AONLINE – QBFSPONLINE – QBOONLINE – QBOPONLINE – StandaloneDESKTOP – DIYDESKTOP – ASSISTEDIntuit Proprietary & Confidential

MFA MFA logino The 1099EF sign in page will prompt customers for information and include a linkto a MFA help articleo If issues arise – use existing MFA resources MFA hub links: Salesforce: https://intuitb2b.my.salesforce.com/articles/en US/General/Multi-FactorAuthentication-MFA-HUB C3: spx MFA support link on 1099 E-File sign-in pageooo77Article title: Need help accessing your Intuit 1099 E-File Service account?Provides support phone number for the MFA account verification processIncludes a link to our 1099 E-File support phone numbersIntuit Proprietary & Confidential

Escalations Following the same methodology as last yearo Support customers as far as possibleo In general, escalate through normal channels/processes 1099 E-File Escalation flow will be linked to ourKB articles See next slide for flow8Intuit Proprietary & Confidential

912/31/2015Intuit Proprietary & Confidential

IFSP & 1099 E-File 1099-MISC forms are automatically generated & filed at year-end for IFSPcustomersoooo If IFSP customers need to file outside of Box 7 – these customers can usethe standalone 1099 E-File Service:oo Add a ticket to the Corrections QuickBase to have their contractor wages removedCustomers will have to manually enter all customer, vendor & wages information: /efile-1099/ orhttps://iop.intuit.com/welcome/1099.jspIFSP Resources:oooo10IFSP sends 1099-MISC forms to vendors/contractors & to the IRS on behalf of thecustomerAll payments are allocated to Box 7 – we file all payments, even if they are underthe 600 thresholdThe forms will be archived beginning January 8 – you can verify if they have beenarchived by going to the Form Filings section in CS ServerCustomers can locate the filed/mailed 1099 forms on the Tax Records tab of theircustomer accountIFSP contractor and Form 1099 overview1099 E-File Service: Standalone Account setup, troubleshooting, & FAQsIf 1099 contractor pay is understated for 2015, you can add payments until 1/31/2016 – useIFSP: Add or delete 1099 contractor paymentsIf after 1/31/2016 or contractors have been OVERPAID or listed as employees – usePayroll corrections and amendment processIntuit Proprietary & Confidential

1099 E-File & QBO/QBFSP QBFSP customers have to generate and file their 1099-MISC forms – Intuitdoes not file for them QuickBooks Online Plus customers can use our 1099 E-File Service toimport data from QBO and then E-File through our serviceoThis includes QBO, QBOP & QBFSP customers These customers all use the same 1099 E-File Service workflow The general workflow is:ooooo 1099 E-File QuickBooks Online Resources:oo11Prepare 1099 forms in QBO – this entails reviewing company details, selecting1099 vendors, mapping accounts, etc. within QBOThe last step in Preparing 1099 forms will ask if they want to print/mail or E-Filetheir formsIf the customer selects Go to the 1099 E-File Service, a 1099 E-File Servicewindow opensCustomers are then walked through login/sign-up, importing & the E-File processFor more details, visit the 1099 E-File Service: QuickBooks Online KB below1099 E-File Service: QuickBooks Online setup, troubleshooting, & FAQs1099 E-File Service: General InformationIntuit Proprietary & Confidential

1099 E-File & QBDT (Assisted/DIY) Customers must be on a supported version of QuickBooks Desktop to importdata to the 1099 E-File Serviceoo Full sync is needed prior to e-filing 1099s this yearoo Currently supported versions are: QuickBooks 2013-2016Cannot use QuickBooks 2012 or earlier to import data from QuickBooksThis is due to an IDS system updateCustomer email is going out on Jan. 4/5 – a copy will be added to the QBDT KBReminders & Tips:ooThe 1099 Wizard & 1099 E-File Service supports boxes: 1-10, 13-14 They do NOT support boxes: 11-12, 15-18 1099 Detail Report – lists the transactions that are subject to reporting on the 1099MISC Forms1099 Summary Report – lets you preview the amounts that will be reported on the1099-MISC Forms By adjusting the 1099 Options on the report, you can see if: a vendor is missing,payments for an account are not mapped to 1099 preferences properly, a vendor hasmet the IRS threshold or if payments were dated in the wrong year or there areunpaid billsReports 1099 E-File Desktop Resources:oo121099 E-File Service: QuickBooks Desktop setup, troubleshooting, & FAQs1099 E-File Service: General InformationIntuit Proprietary & Confidential

1099 E-File & QBDT – Sync Reminders If a company file has not beensetup to Sync yet, this screenis presented to walk thecustomer through setupFor step 2 in the screenshot,user will need to login to IntuitSync Manager using the sameIntuit Account they use for the1099 E-File ServiceSync Tips: 13Customer must be signed in as the Admin and in Single user modeCustomer should be using the designated sync machine and have the latestQuickBooks updates installedPress F2 or Ctrl 1 within QuickBooks. The Product Information screen will appear,which includes the Company Realm IDIf the Company Realm ID is ‘null’, the company is not setup for Sync Manager. Thiscan be checked prior to any of the setup steps done so far and is a good thing toconfirm prior to any troubleshooting.Intuit Proprietary & Confidential

Op Mechs Care Check-inso January – Twice Weekly check-ins with the Core Team Frequency will depend on feedback/issueso February through April We'll assess after January peak For questions/concerns/issues:o Contact Alex Sutich: Jabber or alex sutich@intuit.com14Intuit Proprietary & Confidential

RESOURCES12/31/201515Intuit Proprietary & Confidential

1099 E-File Resources C3o KB2000864 – 1099 E-Fileo KB1002305 – 1099 E-Filetroubleshooting, & FAQso KB1002307 – 1099 E-Filetroubleshooting, & FAQso KB1003102 – 1099 E-Filetroubleshooting, & FAQso KB1002306 – 1099 E-Filetroubleshooting, & FAQsService: General InformationService: QuickBooks Desktop setup,Service: Intuit Online Payroll setup,Service: QuickBooks Online setup,Service: Standalone Account setup, Training Materialso CRSE 710925 QBDTStandalone E-FileSynco CRSE 710923 WBT & 710924 – QBOo CRSE 721923 – DIY Year End for 2015o DIFY Payroll – used roundtable training model, deck is available in KB16Intuit Proprietary & Confidential

MFA Resources Hub Links:o C3o Salesforce MFA support link on 1099 E-File sign-in pageo Article title: Need help accessing your Intuit 1099 E-FileService account?o Provides support phone number for the MFA accountverification processo Includes a link to our 1099 E-File support phone numbers17Intuit Proprietary & Confidential

APPENDIX12/31/201518Intuit Proprietary & Confidential

Product Development/Marketing PDo Couple of bug fixeso Updated service dates & the Help link/topic page to include newsupport number for QBDT (all within product)o Due to MFA login being required – updated the 1099EF email/phoneupdate page to an IUS page & added MFA help link to sign-in pages Marketingo QuickBooks IPD (DT/OL) – IPD promotions within QBDT (2013 & newer) andQBO Pluso Telesales Launch – Full launch into EMS & PSG, PSG is a shared channeloooo19between paper forms and e-fileOnline Acquisition – Paid-search ads where customers will be taken to one ofour 1099 landing pagesEmails – No standalone marketing emails, Leveraging prior year customer datafrom IOP billing as well as leads generated from email-capture on payroll.com,Product is mentioned in various newsletters including Payroll YE, SB, PAP andQuickBooksContent on QuickBooks.com – Leverage relevant content for customers todiscover ecosystem through QuickBooks.com that will then lead into e-fileproduct: lculator/Social – Posts on QuickBooks Facebook to drive engagement and awareness –still working on exact timingIntuit Proprietary & Confidential

IVR Workgroups (WGs) & Attendant Profiles Workgroups – new WGs for this year are in red: SBCG Online US IOP1099 PHNSBCG Online US IOP4A1099 PHNSBCG Online US QBOP1099 Support PHNSBCG Online US QBO1099 Support PHNSBCG DIFY US Payroll FullService1099 PHNSBCG DIFY US Payroll QBFullService1099 PHNSBCG Online US Standalone1099 PHNSBCG DIFY US Payroll Assisted1099 PHNSBCG Desktop US Payroll DIY1099 PHN Attendant Profiles this INE – IFSPONLINE – IOPONLINE – IOP4AONLINE – QBFSPONLINE – QBOONLINE – QBOPONLINE – StandaloneDESKTOP – DIYDESKTOP – ASSISTEDIntuit Proprietary & Confidential

4 Intuit Proprietary & Confidential Important Dates IRS Dates: o February 1, 2016 -Deadline for providing contractors/vendors with 1099-MISC copies o February 29, 2016 -Filing deadline to IRS via paper o March 31, 2016 -E-Filing deadline to IRS (by 5:00 p.m. Pacific time) Intuit 1099 E-File Service Dates: o January 1, 2016 -Intuit E-File service opens

Related Documents:

1099-NEC, and W-2G. If the due date falls on a Saturday, Sunday, or legal holiday, the return will be considered timely if filed by the next business day. Electronic Filing Requirements If you file 25 or more Forms 1099-MISC, 1099-R, 1099-K, 1099-NEC, or W-2G you are required to file electronically unless you have been granted a waiver from

Death benefits from nonqualified deferred compensation plans or section 457 plans paid to the estate or beneficiary of a deceased employee are reportable on Form 1099-MISC. Do not report these death benefits on Form 1099-R. -2-Instructions for Forms 1099-MISC and 1099-NEC (2021) box 4. box 1

1099-INT (Interest Income) and/or 1099-DIV (Dividend and Capital Gain Income) or 1099 Composite Package 1099-B (Sale of Stocks/Mutual Funds) - Check to see if all sales have corresponding cost info 1099-MISC/1099-NEC (Self Employment Income) - FILL OUT BUSINESS INCOME/EXPENSE WORKSHEET 109

TurboTax and H&R Block . and retirement statements Forms 1099-R and 5498. . (1099-OID), dividends (1099-DIV), and substitute dividend payments (1099-MISC). This de minimis reporting exception applies to amounts less than 10. Form 1099-B does not have a de minimis threshold. All transactions subject to reporting on the Form 1099-B

1099-MISC: Miscellaneous Income, except for Line 3 (Other income) 1099-B: Proceeds from Broker and Barter Exchange Transactions 1099-OID: Original Issue Discount 1099-R Specific statement information NOT available for download includes: 1099-Q 5498-IRA 5498-ESA You will need to have an active Account View profile to upload your tax data into

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INTUIT SOFTWARE END USER LICENSE AGREEMENT (CANADA) Thank you for selecting the Software offered by Intuit Canada ULC and/or its subsidiaries and affiliates (referred to as "Intuit," "we," "our," or "us"). Review these license terms ("Agreement") thoroughly. This Agreement is a legal agreement between you and Intuit.

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