Eliminate Tax Forms. Automate with Postalocity.com

Eliminate Tax Forms. Automate with Postalocity.com

It’s the 3rd quarter, are you wondering how you’re going to handle your tax forms and all the mail that comes with it? Have you been doing it the same labor-intensive way for decades?

SOLUTION: Postalocity.com

To help you feel more at ease making the change, here are some commonly asked questions.

  • Why should I use Postalocity.com to mail tax documents?
  • How does this “app” work?
  • Why should you trust us instead of doing it yourself?
  • Do I need to download software?
  • Are you sure I don’t need to print anything?
  • Do I need to mail a lot of pieces to qualify?
  • Are there fees or monthly payments needed?
  • How fast can you send my mail out?
  • What about issues or errors?
  • What forms can Postalocity.com mail?

Let’s get to some answers!

Why should I use Postalocity.com to mail tax documents?

You can send all your physical tax forms with the click of a mouse. Only our Postalocity application (“app” for short) allows you to upload the tax e-file that you sent to the IRS and will automatically create a PDF version to mail to your recipients. So, eliminate the stress of lining up fields on a pre-printed form, because we all know that doesn’t go well. Don’t order envelopes either, because we have that covered with our specifically designed tax envelopes.
With Postalocity earning the reputation as the “Easy Button” for regular business mail, it also makes financial sense. Check out our savings calculator here to compare the costs of mailing from your office versus using Postalocity.

How does this “app” work?
Postalocity is a simple drag and drop system that anyone with a computer can run.

We also have YouTube videos, a help team available for virtual assistance and calls, and How To documentation.

I’ll give you a tax mailing example. The commonly used 1099 series (NEC, A, C, INT, MISC, OID, Q, or R) form used when any non-employee, subcontractor, lawyer, or accountant has been paid $600.00 or more over the year. You simply use our Postalocity “Wizard” to upload the e-files you submitted to the IRS and we will create the form and enter the appropriate data into the correct fields on the form.

From there you can review and proof the finished product on your screen before approving. Once approved you’ll be able to check over the mailing addresses. Postalocity NCOA’s and CASS Certifies the addresses so if anything is missing or spelled wrong it will auto correct to match the USPS’s database or it will flag it for you to review. If someone has moved it and updates their address with the post office, our database will automatically update that for you too! Such an excellent feature when past employees or contractors have moved. The cost savings in that feature alone should make your decision to automate your mail easy-peasy! Here’s a video about address correction and how simple the process is.

Then it’s ready for you to pay. Once paid our print team will be notified of your mailing and they’ll get to work. All your documents will be securely printed and inserted into your envelopes, so any privacy concerns you may have can be eliminated. You will get notified of the progress every step of the way until its mailed on the date you select.

Why should you trust us and not do it in office?
We provide documentation!

A couple great features of Postalocity is the ability to preview a handful of the mail pieces before they go out. This is something other mail houses don’t offer. We also provide affidavits and tracing information for all our mail pieces at no extra cost. You can also send certified mail within Postalocity to ensure the delivery has occurred.

If you want to submit your own personal or business tax documents via “snail mail,” we can do that as well! Since there will probably be a lot of pages to include, our system automatically switches to a flat envelope and calculated the postage for you. No more worrying about the postage being right.

Do I need to download software?
No need to download anything!

Postalocity is web based, just one more great thing about our system. So now you can send your tax mail and all your other documents while working from home, or from anywhere in the world, without the need for paper, stamps, printers, or postage machines.

Are you sure I don’t need to print anything?
If I were you, I’d stop ordering paper and other forms as soon as possible.

Put down those labels. Don’t add money to your postage meter. Quit buying envelopes. Stop paying for fancy printers. We have you covered!

Do I need to mail a lot of pieces to qualify to use the Postalocity system?

Whether it’s one or thousands, Postalocity allows anyone, anywhere the capability to have pieces printed and mailed quickly.

What about issues or errors?
Postalocity flags the problem and you’re notified immediately.

A team member will reach out to you to resolve the error if they see it may need a little help resolving. We’re all based in the United States and are available Monday through Friday, 8 am to 5 pm. But you can email us anytime and we’ll be sure to respond!

What forms can Postalocity.com mail?
We’re able to print and mail many tax documents in different formats.

Here are some of the most common tax forms that can be mailed through Postalocity using the e-file process or PDF upload process.

Form 1097-BTC: Bond Tax Credit
Form 1098: Mortgage Interest Statement
Form 1098-C: Contributions of Motor Vehicles: Boats: and Airplanes
Form 1098-E: Student Loan Interest Statement
Form 1098-F: Fines: Penalties and Other Amounts
Form 1098-Q: Qualifying Longevity Annuity Contract Information
Form 1098-T: Tuition Statement
Form 1099-A: Acquisition or Abandonment of Secured Property
Form 1099-B: Proceeds From Broker and Barter Exchange Transactions
Form 1099-C: Cancellation of Debt
Form 1099-CAP: Changes in Corporate Control and Capital Structure
Form 1099-DIV: Dividends and Distributions
Form 1099-G: Certain Government Payments
Form 1099-INT: Interest Income
Form 1099-K: Payment Card and Third Party Network Transactions
Form 1099-LS: Reportable Life Insurance Sale
Form 1099-LTC: Long-Term Care and Accelerated Death Benefits
Form 1099-MISC: Miscellaneous Information
Form 1099-NEC: Nonemployee Compensation
Form 1099-OID: Original Issue Discount
Form 1099-PATR: Taxable Distributions Received From Cooperatives
Form 1099-Q: Payments from Qualified Education Programs (Under Sections 529 & 530)
Form 1099-R: Distributions From Pensions: Annuities: Retirement or Profit-Sharing Plans: IRAs: Insurance Contracts: etc.
Form 1099-S: Proceeds From Real Estate Transactions
Form 1099-SA: Distributions From an HSA, Archer MSA, or Medicare Advantage MSA
Form1099-SB, Seller’s Investment in Life Insurance Contract
Form 3921: Exercise of an Incentive Stock Option Under Section 422(b)
Form 3922: Transfer of Stock Acquired Through an Employee Stock Purchase Plan under Section 423(c)
Form 5498: IRA Contribution Information
Form 5498-ESA: Coverdell ESA Contribution Information
Form 5498-SA: HSA, Archer MSA, or Medicare Advantage MSA Information
Form W-2G: Certain Gambling Winnings
Form 4562: A deduction for depreciation or amortization of business vehicles or property.
Form 8829: Used to calculate home office expenses for Schedule C (Form 1040).
Form 8283: Sole proprietors, partnerships, and corporations can claim non-cash charitable gifts of over $500.
Form 7004: Used to request an extension for filing certain business returns.
Form 943: Employer’s Annual Federal Tax Return for Agricultural Employees,
Form 940: Employer’s Annual Federal Unemployment (FUTA) Tax Return,
Form W-3: is a tax form used by employers to report combined employee income to the IRS and the Social Security Administration.
Form 720: Report excise taxes (Quarterly Federal Excise Tax Return).
Form 941: Employers quarterly federal tax return
Form 1097-BTC: Bond Tax Credit, is an information return used by a regulated investment company (RIC) to report tax credit bond credits distributed to shareholders.
Form 3921: Corporations file this form for each transfer of stock to any person pursuant to that person’s exercise of an incentive stock option described in section 422(b).
Form 3922: Corporations file this form for each transfer of the legal title of a share of stock acquired by the employee pursuant to the employee’s exercise of an option granted under an employee stock purchase plan and described in section 423(c)
Form 1042: certain income of foreign persons, including nonresident aliens, foreign partnerships, foreign corporations, foreign estates, and foreign trusts.
Form 1040: Annual income tax return filed by citizens or residents of the United States.
Form 1040-ES: Estimated tax for individuals with income not subject to tax withholding
Form W-4: Employee’s withholding certificate so the correct federal income tax is withheld.
Form W-9: Request for a taxpayer identification number (TIN) and certification
Form 4506-T: Used to order a transcript or other return information free of charge.
*and more! Go to irs.gov for all form types.

Do you have a question that didn’t get answered? Holler at us via e-mail or phone, we’d be happy to help you out.

If you’re curious to see a demo or have questions about Postalocity, reach out to us! We’re here to make your tax mailings a breeze. Click here to schedule Postalocity demo, or call.

Written by Postalocity’s Marketing Department. 

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