Issuers of certain tax credit bonds (or
their agents) and nominees/intermediaries (such as a broker,
a partnership, a trust, an estate, a regulated investment
company, or a real estate investment trust) must report
to you quarterly and file with the IRS annually a separate
Form 1097-BTC for each tax credit distributed to you.
We offer two e-filing
Our software will
import data from csv or excel and generate a file
formatted according to Publication 1220. The text
file can then be uploaded to the IRS. It's
easy to upload and you will receive a response from
the IRS within 24-48 hours.
Hire us and we
can prepare and e-file Form 1097-BTC quickly and
We work quickly and
have experienced staff who file over a million information
returns per year. Oftentimes the turn-around time
is 1-2 days.
Call for pricing for
data files over 5,000 records. Our sales office
can be reached at (480) 460-9311.
on the screen as it would be typed on the form itself.
Or import the
data from Excel, csv file format
or some type
of spreadsheet. Its easy to do.
1097-BTC's electronically with the IRS.
files in the format required by the IRS for electronic transmission.
The system is updated each year to reflect the format changes
that are made by the IRS.
support is provided at no extra charge for the tax
year that the software was purchased.
live update feature helps us communicate with you, the customer,
and keep you up-to-date with the latest form revisions.
may be stored anywhere on your hard drive, portable drives,
network drives or external diskettes for quick retrieval.
You can also export your data to a csv file format.
and/or Payee contact information for quick form entry to
reduce repetitive typing.
button to view the total values for each particular payer
of the 1097-BTC.
B of this form to the recipient quarterly and separately
for each credit amount indicated and for each bond on or
before the 15th day of the second calendar month after the
close of the calendar quarter in which the credit is issued.