New this year...automatic generation of 1096 and W3 Transmittal Summaries for ALL Payers with a single click!  We have also added validity checks to the importing process so you can be sure each record has all of the essential details needed for accurate reporting.  A new network connections wizard makes it easy to network multiple users to a single data file without IT assistance.

Several forms have had format changes for printing and efile this year including the W2, W3, and 1098 forms. The control number and the social security number fields have changed position on the W2 form in order to hide the social security number from being viewed in a window envelope.  Electronic filing requirements have also been updated to reflect these revisions. EASITax meets all compliance requirements for 2007. 

EASITax has combined all of its capabilities into a single download. Just download the EASITax free trial and then order passwords to remove the word 'sample' from your printed output, enable electronic filing, or activate the multi-user workstation capabilities of EASITax.  No additional downloads are required.

EASITax comes with complete local and online user manuals that make it simple to use and easy to read.  Click here to view the   EASITax Online Manual.

Which forms and software do I need to order?

W2 filing requirements (click to see our entire line of W2 forms and envelopes)
The Social Security Administration (SSA) requires that all employers record the wages paid and taxes deducted for each employee in a government approved formatted W2 Wage and Tax Statement form.  All employers MUST produce printed output of Copy B - Employee Federal Copy, Copy C - Employee File Copy, and Copy D - Employer File Copy. Employers with less than 250 employees can either print Copy A - Federal Filing copies or they can use electronic filing to submit the Federal Copy.  Printed copies must be submitted to the federal government by February 28, 2008 along with a W3 Transmittal Summary form which itemizes the W2 forms being submitted (EASITax totals and fills this form automatically).  Electronic filers have until March 31, 2008 to submit their electronic files and do not have to produce a printed W3 Transmittal Summary form.  Employers in all states except the ones listed below must also produce Copy 1 - Employer State/City copy and Copy 2 - Employee State/City copy in printed format. 

Alaska, Florida, New Hampshire, Nevada, South Dakota, Tenessee, Texas, Washington, and Wyoming DO NOT have to produce state employer and employee copies.

EASITax is approved each year by the SSA to print these government forms onto white paper or preprinted forms. Employers who decide to print onto white paper should be aware of the fact that the forms print 2 to a page.  The official IRS Publication 1220 states that "Forms provided to employees must have perforations to separate the forms and each form must be provided with instructions.  Scissors are not acceptable as a way to separate the forms for distribution".  This requirement is because they use scanners to process the forms when they arrive.  As a result, Copy A and W3 must be submitted according to these guidelines or provided on the government approved form which is printed in red magnetic ink.

1099 and 1098 filing requirements (click to see our most popular 1099 forms and envelopes)
Forms 1099 and 1098 are used to report money paid to non-employees that is in excess of $600 during the tax calendar year.  There are dozens of different formats for recording this information depending on the reason that the money was paid out.  Businesses are required to provide these forms to recipients no later than January 31, 2008 and to file paper copies with the federal government along with a 1096 Transmittal Summary form by February 28th, 2008 unless they choose to file electronically on or before March 28, 2008.  Businesses that produce more than 250 forms are required to file electronically.  EASITax produces copies for the Recipient on plain paper, however, IRS Publication 1120 states that "Copy A and  form 1096 can NOT be reproduced on white paper, they must be printed on the goverment approved (red ink) copy unless they are filing electronically.  In addition to the Copy B and Copy C forms that are required by all businesses who are filing 1099 or 1098 forms, businesses NOT listed below also have to produce Copy D or 1 - Payer State/Local copy and Copy 2 - Recipient State/Local copy in printed format.

Alaska, Colorado, Florida, Illinois, Kentucky, Maine, Maryland, Michigan, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, Ohio, Rhode Island, South Dakota, Tennessee, Texas, Vermont, Washington, West Virginia, and Wyoming DO NOT have to produce State payer and recipient copies.

Software tools to get done fast (click to see our entire line of software)
EASITax provides everything needed for a single workstation to print W2, 1099-Misc, 1099-Div, 1099-Int, 1099-R forms along with W3 and 1096 transmittal forms.  Additional forms such as 1098, 1099-C, and 1099-S can be added to EASITax for $39.95 each.  New users can order  EASITax for only $89.95.  Users with EASITax 2006 installed on their computer can order the   EASITax upgrade for only $69.95. 

Employers submitting more than 250 forms MUST file electronically. One click in EASITax will activate the EFile Wizard to create the data files needed for compliance with federal electronic filing requiirements.  EASITax with EFile provides all the capabilities of EASITax plus Electronic filing.  New users can save if they order the  EASITax with EFile Bundle for only $189.95 instead of buying EASITax and later choosing to order the  upgrade EASITax to EFile  for an additional $99.95.

Large jobs may require additional people to help enter data without requiring that the workstation be able to print forms or generate electronic submission files.  EASITax for Data Entry  provides a secure tool that allows extra people to help with the task of data entry while limiting their exposure to sensitive information.  Printing, EFile, and data export functions are disabled.  This product sells for $59.95 per workstation.  Workstations can be configured to share a single network data file or to work in standalone mode for out of the office data entry on a laptop or home PC.  A single file holds all of the EASITax data so you can easily transport it to and from your other computers.