- For a single file, please make sure the file needed is currently opened within the program.
- Once the file is completed and opened, select the "Service Bureau" drop-down menu and choose the "Send" option.
- A window will populate for the User to select "Single File - This File".
- Once "Single File - This File" is selected, the file will then begin to upload to our system. Please note that depending on the size of the file it may take a while.
- After the upload is successfully submitted, an internet browser will open to the "Send File(s)" page on our website. This is where the User can enter their contact information and select what services are needed. Under the File purpose the User can select if they require "e-Filing to the IRS", "Print and Mail", "e-Filing and Print & Mail", or various other services.
- The user will then be prompted to either be invoiced or to pay now. Once this process is completed, the User will receive 2 confirmation emails for the successful payment and when the file is sent to the IRS.
- If any errors occur during this process please be sure to Contact Our Office so that we may assist you.
Using the Service Bureau to e-File
Submitting File(s) to us for e-Filing (or Print & Mail)
To submit File(s) to us please reference the directions below:
e-Filing services begin at $75 per File. For more information on pricing please visit our e-Filing page here: e-Filing to the IRS
- To submit multiple files to us. Make sure the 1042-S grid is clear and no file(s) are currently opened.
- Select the "Service Bureau" drop-down menu and choose the "Send" option.
- A window will populate for the User to select "Single File" or "Multiple Files". Be sure to select the Multiple Files.
- Another pop-up window will appear with 3 windows. The window to the right will contain a list of folders and locations on your C Drive (;C). Please be sure to locate the
folder the file(s) have been saved from the right window first.
If the folder is in a different Drive on the PC, use the small drop-down list directly under the folder window to Change the drive location.
Once the folder location is selected, use the left window to select the file(s) needed by either double-clicking the file name or selecting the file and clicking the Add to List button to the bottom of the pop-up window.
All File(s) selected will be in the box on the bottom in red. Please be sure to review the list before uploading it to us. If there is a file that should not be in the list, click the file name and select Delete from List" to remove it. - With all file(s) within the lower box in red, the file(s) can then be sent to us by selecting OK.
- Once the file(s) are finished uploading, the User will be redirected to an Internet Browser. Here will be where the User can enter their contact information and select what services
are needed.
Please be sure to review all options and file(s) before proceeding to payment. - The user will then be prompted to either be invoiced or to pay now. Once this process is completed, the User will receive 2 confirmation emails for the successful payment and when the file is sent to the IRS.
- If any errors occur during this process please be sure to Contact Our Office so that we may assist you.
If further assitance is needed, please Contact Us. Our Team is happy to help!