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Tax Forms Processing.
Outsource the work—and the worry—to us.
Few documents contain more sensitive information than IRS tax forms. A single breach of personal or financial data can put clients at serious risk and expose your institution to costly fines, penalties and litigation. This year, let FSSI process your IRS-compliant tax forms. Our SSAE 16 Type 2 certified procedures and controls help ensure regulatory compliance, and guarantee the accurate, timely, and secure handling of every client record.
Process all your 1099, 1098, 5498, and W-2 forms with FSSI
FSSI’s highly customizable tax forms processing solution is the result of 30 years of experience processing millions of IRS tax forms in a wide range of formats. It accommodates all variations of tax forms you may have, such as 1099, 1098, 5498, and W-2. Key features include:
- Secure Forms Handling — including the masking of SSN and full-sheet format designed to prevent envelope-window exposure of recipient information
- Secure Online Approvals — conveniently review and approve PDFs online anytime, at your convenience; view electronic production reports for count verification
- Householding for Postage Savings — tax forms identified with the same address are programmed for insertion into the same envelope
- Online Corrected Tax Form Creation — create individual corrected tax forms online, using the same forms FSSI uses internally. Through your FSSI workStreamOne™ (WSO) workflow portal, you can retrieve a PDF form, input your variable data, then print the updated form at your desktop. Envelopes that match forms’ address location are provided by FSSI.
- Certified Quality Controls and Processes — ensure the accuracy and security of all form-related information
“IRS tax form processing with FSSI was a breeze. Production was secure, accurate and flexible enough to accommodate our unique reporting requirements. As always, the hands-on support was superb.”
–Ted Iversen, Software Development Manager, Premier America Credit Union