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Video Tutorials

All video tutorials include audio so please be sure to have your headphones or speakers turned on.

FATCA 8966 Professional Videos

FATCA 8966 Software Tutorial
 

FATCA 8966 Professional Video Tutorial

Learn how to add a filer, import 8966 forms, and create a secure XML V1.1 package for IDES submission.

*Cantonese Version* FATCA 8966 Software Tutorial

Cantonese - FATCA 8966 Professional Video Tutorial

*Cantonese Version* Learn how to use FATCA 8966 Professional in Cantonese.

*Spanish Version* FATCA 8966 Software Tutorial

Spanish - FATCA 8966 Professional Video Tutorial

*Spanish Version* Learn how to use FATCA 8966 Professional in Cantonese.

How to Create a Nil Report with 8966 Professional

How to Create a Nil Report with FATCA 8966 Pro

Learn how create and submit a Nil Report using FATCA 8966 Professional.


1099/W-2/1042-S Professional Videos


Step 1: Preparing My Forms

How to Add a Filer
 

How to add a Filer

Learn how to add a Filer in your 1099 Pro software.

How to Add a Form
 

How to add a form

Learn how to add a form in your 1099 Pro software.

Importing Using Standard Maps
 

Importing Using Standard Maps

Learn how to import your records using the standard template provided by 1099 Pro.


Step 2: Printing & Mailing

How to Print and Mail Using the Service Bureau

How to Print and Mail Using the Service Bureau

Learn how to create an upload to the Service Bureau for printing and mailing your forms.

Using Quick-Print
 

Using Quick-Print

Learn how to use the Quick-Print feature in your 1099 Pro software.


Step 3: Filing My Forms

Filing on Paper via 1096 or W-3
 

Filing On Paper Via 1096 or W-3

Learn how to file your forms on paper using the 1096 or W-3.

Filing Electronically with the Service Bureau

Filing Electronically with the Service Bureau

Learn how to electronically file your forms to the IRS or SSA by uploading your data to the Service Bureau.


Step 4: Corrections

How to Create a Correction after IRS/SSA Filing

How to Create a Correction after IRS/SSA Filing

Learn how to create a correction after you have filed your forms with the IRS/SSA.


Utilities

How to Use Integrated TIN/Name Validation

How to Print and Mail Using the Service Bureau

Learn how to utilize TIN/Name validation features from within the 1099 Pro software.

Using Quick-Print
 

Using Quick-Print

Learn how to use the Quick-Print feature in your 1099 Pro software.

How to Create a Bulk TIN Upload via the Service Bureau

How to Create a Bulk TIN Upload via the Service Bureau

Learn how create and submit a Bulk TIN matching upload via the 1099 Pro Service Bureau.