How do I order the E-Delivery service?

Our optional E-Delivery service is available for an additional cost. Reach out to our support desk to get a quote for this today!

Setting Up

After importing your filing data, you can go to the overview to set up your E-Delivery site. You can use our default site, or you can use our custom site designer. The designer lets you take control of your site by allowing you to change your site colors, upload a logo, and set memo information for your employees to read upon visiting.

Enrolling Recipients

After setting up your site, you will be brought to your 'E-Delivery' tab for the filing. Here you can enroll recipients and order electronic form delivery for your recipients. If you opted to let us send onboarding emails, we will send your recipients an email letting them know they have tax documents to review.

Upon recipient login, consent is requested in order to review these documents. We recommend reaching out to your recipients to let them know that they will be receiving an email regarding their tax documents.

Following Up

As the recipient copy deadline nears, you can go to your 'E-Delivery' tab in your filing to see who hasn't given consent for electronic delivery and order paper copies to be mailed to these recipients.

We recommend monitoring your support email and postal mail address for recipients that opt-out of E-Delivery. You can mark these recipients as 'Not Consented' on the 'E-Delivery' tab of your filing. Similarly, the e-delivery site also provides an interface for recipients to opt-out electronically without contacting you.

The IRS requires you to track recipients that do not consent to E-Delivery and send them a paper copy of their forms.

Questions?

As always, if you have any questions, concerns, or need further information on electronic form delivery, please contact us.

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