PEO (Professional Employer Organization)

PEO Licensing Options:

PEO Standard License

  • This will allow you to create returns and submit them to the IRS indirectly through Lewis Software as the transmitter.
  • The ability to import 94x returns assuming you have data in our supported import format including Schedule B, Schedule R and Form 8974. The samples are located in the Import folder under the software installation directory.
  • The ability to sign returns as a Business Taxpayer, or ERO if they have an active EFIN.
  • The ability to create excise returns and file them indirectly through Lewis Software.
  • An additional license is needed to allow for import and e-file of ACA returns if desired.
  • General Support for the product.

Advanced Indirect PEO License

  • In addition, this license allows for returns with greater than 1000 lines on the Schedule R.

Advanced Direct PEO License

  • In addition, this license allows for a PEO to transmit their returns directly to the IRS using our signature options.
  • An EFIN and ETIN are required.

This product allows for ERO's to complete payroll and excise tax returns through Lewis Software. There is a per return fee for each return.

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Important:  MAC Users:  This software is compatible with the Windows Operating System.  Mac Users can use Parallels or a Windows Emulator to use this software.  it currently will not work natively on a Mac.