Efile1 – new features for 2018

1. Efile1 – new features for 2018 Debbie Fox

2. Confidentiality CONFIDENTIALITY NOTICE: This document contains confidential information intended solely for the recipient(s)named herein. The information set forth in this document may not be reproduced or disclosed by the recipient(s) without the prior written consent of the author. All dates are subject to change.

3. New Users Must create Payers and Recipients • Prompt informs user • Unable to select any form

4. Ability to add a payer directly from a form

5. Add New Payer Popup Payer is automatically added to list of payers

6. Add Recipient from Form • New Payer Name auto populated • Add new recipient • Recipient is automatically added to list of recipients

7. Error indications • Fields with errors are now indicated with * and outlined in Bright Red

8. New Totals Report Page • Regardless how the totals Report Page is accessed, users can choose between Filed Forms or Forms in Progress to include in the report

9. Summary Reports

10. FIP – Print Preview

11. Select Forms for printing across multiple pages

12. Select Forms for printing across multiple pages

13. Are you still active?

14. CAPTCHA on login • On account creation or login, user must select captcha. • Password extended to support up to 128 characters

15. Creating a new account in progress • User will be prompted for login (email) only • User will receive email with personalized link • User clicks on link and then fills in password 2 1 3 4

16. Blocking/Unblocking of TINs – CS only • A user can request via Customer Service to have his TIN blocked in case anyone is illegally filing using his TIN • Only Admin user can block/unblock a TIN • Blocking blocks across all partner sites! • Search by Tin, email, Payer Name, Recipient Name • Block or UnBlock • See status • Change status from Grid

17. Blocked TIN • Cannot edit a payer with a blocked TIN , file a form for that payer, file a correction, edit a FIP, or import a form for the payer • Will receive error message “TIN entered is currently blocked by the system. For more information , please contact Customer Service.”

18. Masked TIN • All Payer and Recipients TINs are masked by default • When creating a new payer/recipient TIN is displayed, otherwise masked • User has opportunities to unmask • Cannot import masked TINs

19. Masked TIN – cont’d • Reports – default TINs are masked; user can unmask • By default, Recipient TINS are masked on recipient copies - option to unmask • Copy 1, W-2, 1042s, 1094-C and 1094-B are not masked on recipient copies • Payer’s TINS are never masked on recipient copies

20. Masked TIN – cont’d • Can unmask on Print Preview and Filed Forms

21. Multiple entries allowed for box 14 on W2 • Last year we had numerous issues raised in CS regarding box 14 on the W2 • To remedy this, we have divided box 14 into 3 rows of 2 columns so users can add up to 3 rows of description and other income • Box 14 is not included in the transmittal file to the SSA

22. Ability to import correction forms • Efile1 now supports importing of corrections for all forms other than ACA • New import template will be available on the site which includes a new column for corrections for all supported forms except W2-C which has its own tab

23. Enhanced validation rules for SSN, EIN • EIN • Must contain only Numeric characters • Must not begin with 00, 07, 08, 09, 17, 18, 19, 28, 29, 49, 69, 70, 78, 79 or 89. • SSN • Must contain only Numeric • Must contain 9 digits • Must not begin with 666 • All Zero's (Ex: 000000000) is allowed. • No group can be 0, unless the whole number is 0. • ITINS may start with the number "9" and has a range of numbers from “50– 65,” “70–88,” “90–92,” and “94–99” for the fourth and fifth digits • ITINS cannot be used for W-2 forms

24. Enhanced validation rules for emails as per IRS • Must contain only one @ symbol • Must not contain consecutive periods to the left or right of the @ symbol • Must not contain empty spaces to the left or right of the @ symbol • Must not contain a period in the first or last position • Must not contain a period immediately to the left or right of the @ symbol • Must not contain an @ symbol in the first or last position • Must contain a top-level domain (see https://www.iana.org/domains/root/db) • Must not contain characters other than alphanumeric, hyphens or periods to the right of the @ symbol • Must contain either alphanumeric characters, or the following keyboard characters, to the left of the @ symbol ~!#$%^&*-_+{}|?'=/- • Must not contain hyphens immediately to the right of the @ symbol, or before or after a period

25. Form Credits • Users can now obtain tiered pricing by purchasing form credits in bulk • Credits • Are service specific; either E-File, E-File, Print & Mail or Print & Mail • Cannot be used for ACA , corrections/edits, or 1042’s • Expire at the end of the tax year (10/31/2018) • Are non-refundable, non-transferable • Only good on the site they are purchased

26. New agreement on Checkout • Agreement covers Form Credits and TIN Matching

27. Invoice This is the invoice user will see displayed on the screen after checkout when purchasing Form Credits

28. Invoice This is the invoice the user sees under Order History when purchasing Form Credits

29. Form Credits cont’d • Dashboard displays number of credits purchased and used by service

30. Check out with Form Credits • Form credits will be automatically applied on check out • No need to enter a coupon code

31. Invoice for form filings • Invoice shows credit history

32. Last Name is now required field, First Name is optional

33. Import Payers and Recipients • Users can now import payers and recipients without having to create $0 forms. • Easy way to load payers and recipients for TIN-Matching Services or to manually start the creation of forms. • NOTE: the template is similar to Form Upload template but it is different.

34. Import Payer and Recipient errors Payer has an issue When both are shown, Recipient has an issue

35. QBO: Only imports payers and recipients 1. After logging in, select the company to connect to • When importing from QBO (NOT QBD), only payers and recipients are imported. • $0 forms are no longer created

36. QBO cont’d 2. Authorize sharing of your data

37. QBO import Cont’d

38. The rest is just like import payer and recipients. QBO import cont’d

39. File Direct automatically selected If a supported state is selected for withholding tax, File Direct is automatically selected. New States being added: 1099-MISC; WI, VA, NC, VT, DE W-2: DE

40. New Pricing and Credits for SW efiling • TFP users still receive 10 free efile only credits • LL users still receive 25 free efile only credits • ACA users still receive 25 free efile only credits • NEW: LLXL customers now receive 200 free efile only (instead of unlimited) • After credits are exhausted, new price for efiling will be $1.65 fixed price for non-ACA forms • ACA will be $3.95 fixed price for efiling only • Efile & Delivery still uses tiered pricing • PROMO codes do NOT apply to fixed priced items, only efile & delivery

41. Email now sent on email or password change • Users will now receive an email on password change in addition to account changes

42. Creation of duplicate Payers/Recipients • New matching rules are now in place to help prevent creation of duplicates • Applies to both import or manual creation • If TIN, name and address match -> No duplicate created (this is the same as last year) • Error conditions but user can still continue to create duplicate or correct • If TIN matches, but name and/or address is different • If Name and address match but TIN is different

43. TIN Matching Service • New under the Services menu • Allows users to do data preparation before the season starts • Service is only available until late December • User can select specific Payers or ALL Payers • File is generated which includes Payer and its recipients • Price is $149.95 per file • Max size of file is 100,000 records

44. TIN Matching • New section added to click thru agreement

45. Tin Matching – email

46. Invoice for TIN Matching