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Taxport A/P Solution

Taxport A/P Solution. Protecting You, Your Time and Valuable Resources. Convey’s Experience & History of Innovation. Client Server Model Sets Stage for Large Volume Processing. PC1099 A Market Success!. Windows ® Enhanced Version. ISO 27001 Certification. Taxport ™ Robust & Web Based.

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Taxport A/P Solution

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  1. Taxport A/P Solution Protecting You, Your Time and Valuable Resources

  2. Convey’s Experience & History of Innovation Client Server Model Sets Stage for Large Volume Processing PC1099 A Market Success! Windows®Enhanced Version ISO 27001Certification Taxport™ Robust & Web Based 1999 2001 2004 2007 2009 1986 1994 1996 Major tax code changes impacting business Manchester Acquisition Hosted & Full ServiceHigh Volume Models Evolve Delphi Enhanced Versions Managed Services & Taxport™ SaaSAn Outcome Based Solution Online TIN/OFAC Taxport A/P 2010

  3. Who is Convey? We exist to make your life better by assuming responsibility for complex and necessary work which allows you to expand your value to your organization • Trusted Advisor for thousands of organizations just like yours • 28 years experience focused exclusively on Tax Information Reporting • Dedicated team of 35 developers delivering tax compliant solutions

  4. Insurance Financial Services Industrial/Manufacturing Technology Creating Trusted Customers One at a Time

  5. Impact of reporting changes

  6. What do you worry about? • Will the IT Dept. install my updates in time for me to file? • Can I make form corrections quickly and easily? • When it comes to printing, am I paying a competitive price? • Are my mailings checked against the National Change of Address database at the Postal Service to avoid returned mail? • Will I file on time? • What if there are penalties?

  7. Find a Balance

  8. Is Taxport A/P the Right Solution for You?

  9. What is Taxport A/P?

  10. Solution & Service

  11. Import Data Import Returns Print Transmit • Simple, intuitive screens • No custom configuration needed • Payer and Payee data • Supports Excel and IRS 1220

  12. Look-ups and Corrections 1234 Import Returns Print Transmit Search by Payee TIN, payee Acct, Payee name, Payor TIN, Payor ID, Payer Name

  13. Printing Import Returns Print Transmit • Fully outsourced to Convey • Sort and Filter • EIN • Form Type • Federal Limits Taxport A/P

  14. Transmitting Import Returns Print Transmit • Fully outsourced to Convey • Sort and Filter • EIN • Form Type • Federal Limits Taxport A/P

  15. Reports Import Returns Print Transmit Tools • Create your own custom reports • Easily export data to Excel • Use exports to update financial systems

  16. Questions…

  17. Three Things to Remember Today… 1 2 3 Taxport A/P is a simple, outcome-based solution designed for Accounts Payable professionals Software-as-a-Service means no software to install and you’re always compliant Save Time and Money by having Convey Print/Mail/Transmit for you

  18. Thank you! www.convey.com

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