Quarterly Express Plus Software supports the ACA e-file returns shown below:
- This software supports Indirect Filing as well as Direct Filing options for users who have their own TCC.
- 1094-B Transmittal of Health Coverage
- 1095-B Health Coverage Details
- 1094-C Transmittal of Employer Provided Health Care Coverage
- 1095-C Employer Provided Health Care Coverage Details
- Corrections of all forms can be manually created, and imported if applicable.
- Importing of XML, Excel and Tab Delimited information is supported with certain licenses.
Annual Express now supports e-filing of W2’s, 1099’s and other annual returns including ACA returns. You can use this online system to provide ACA full service which includes e-filing of the forms and mailing the paper to employees. The mailing option is not available in our software.
Choose User Type
This is the main user type within our system and is normally an employee of the company filing the return, or the owner of the business. This type of user can file any type of return indirectly using our Quarterly Express Plus Filing Service. Signature options are normally using IRS allowed PINs, or performing signature image capture within our product.
ERO (Electronic Returns Originator)
An Electronic return originator is typically a tax specialist who operates as a CPA, payroll agent or a general tax professional. An ERO is required to use their own EFIN to file returns using their Practitioner PIN and the taxpayer’s PIN as a valid signature. An ERO would only file returns indirectly using our software.
A Reporting Agent is authorized to file payroll returns for their clients as a result of filing forms 8655 with the IRS. Most reporting agents are payroll providers who also are required to use their own EFIN, and obtain a Reporting Agent PIN for their signature on returns. A reporting agent can file direct or indirect using our software. Direct filers would need to obtain an ETIN also from the IRS.
PEO (Professional Employer Organization)
A Professional Employer Organization is authorized to file their customers payroll returns under a single EIN. A Certified PEO can use our software to report their customers information on the Schedule R which is required. PEO’s can sign their returns using a 10 digit signature PIN, or signature image capture within our software. PEO’s can file direct and Indirect using our software. A Direct PEO would be required to obtain their own EFIN and ETIN as well.