This year eDOC Innovations is again extending its electronic tax form service to all of our peers and partners! eDOC has digitized all applicable IRS tax forms for the display and presentation of year-end tax statements through Email-4Statments, the 2020eDOC member portal, or iDOC for internal staff viewing.
1) Request eDOC’s tax form service for 2011 by visiting: http://edoclogic.com/electronic-irs-tax-form-service/.
2) An eDOC team member will contact you within 1 business day to confirm your request.
3) Your Credit Union supplies eDOC with a copy of your electronic IRS reporting file that is generated annually for the IRS.
4) eDOC will return a completed electronic form images to be imported into your DocLogic statement repository. The turnaround time from when eDOC receives your IRS file(s) is 7 business days. The images of your tax forms can be shared online via the 2020eDOC member portal or retained for internal purposes. Contact the client services department at 800-425-7766 Option 2 and one of our representatives will assist in transferring the file to eDOC for processing.
*Note for ASP clients, eDOC will put your tax forms in your member document portal for you.
eDOC can help! eDOC also provides this service to Credit Unions for past years permitting your credit union can provide the historic IRS files.
1) If using AutoImporter the version 6.0.2 is required.
2) For peers with 2020eDOC (ie. the member document portal) we recommend upgrading to Document Server version 6.0.1 or later for high quality graphics.
For further details regarding the requirements for this service contact Mark Fierro at: mfierro@edoclogic.com or 800-425-7766 x 414.
The cost for this electronic tax form service is $750 per tax form type or $1500 for all tax form types on the entire annualized IRS reporting file. Forms currently supported are:
1098, 1098-E
1099-A, 1099-C, 1099-INT, 1099-Misc, 1099-Q, 1099-R, 1099-SA
5498, 5498-ESA, 5498-SA
Other forms types are available at additional development cost. For further information on additional tax form types please indicate the desired form type on your request form.
If your Credit Union submits a request for tax form service this year before the end of the day on December 25th, 2011, you will receive a $600 discount on this service.
