Create recipient copies immediately and delay the e-file until March 31. Make any changes before the e-file with no additional costs.
With scheduled e-filing, even if you aren’t able to check TIN and name combinations before creating the forms, you can check and update before the e-file occurs. That gives you several weeks to contact any vendors with mismatched data before e-filing.
How do I schedule the e-file?
While selecting the forms to create during check-out, select the button that says “Schedule All Vendor E-File.” You can also schedule an individual vendor for e-file by using the schedule button in their actions row. Once you click either button, choose the date you wish the e-file to occur from the calendar. We send the e-file beginning on 12:01 a.m. EST on the date you select. Delay the e-file to as late as March 31st.