Service

Tax Form Processing Services

If you’re looking to outsource your tax form processing, you need to know you can trust the integrity and security of the tax form processing company you choose. PrintMail has been a leading innovator in the financial outsourcing industry for over 25 years. More than 350 banks, credit unions, and financial services companies trust us to process, print, and mail their most sensitive documents including statements, compliance communications, and tax forms. With PrintMail’s exclusive focus on the financial industry and our rigorous commitment to accuracy, security, and timeliness, we deliver high quality service that also helps our clients reduce costs. You can depend on PrintMail to protect the sensitive information on your company’s tax forms. Among the many security assessments we perform annually, we are SOC 1 and SOC 2 certified.

PrintMail’s Tax Form Printing Services

Save money on tax-season overtime and personnel when you outsource tax form printing and mailing. PrintMail makes sure the transition and start-up are smooth with a detailed checklist and timeline. Our diligent Customer Support team provides regular updates and is always available to answer your questions. You can utilize our Interactive Customer Platform from the comfort of your office to follow the status of your tax jobs and approve samples.

PrintMail currently processes the following tax applications:

  • 1098
  • 1098-E
  • 1098-SUB
  • 1099-A
  • 1099-B
  • 1099-C
  • 1099-DIV
  • 1099-INT
  • 1099-MISC
  • 1099-Q
  • 1099-R
  • 1099-S
  • 1099-SA
  • 5498
  • 5498-ESA
  • 5498-SA
  • 1042-S

Don’t see your desired form(s)? Just ask! We regularly update our services in response to our clients’ needs.

Benefits of Outsourcing Tax Form Processing

PrintMail’s proven expertise with numerous combinations of financial software means your tax statements will be processed and mailed with the same trademark integrity and timeliness that already distinguishes PrintMail from other tax form processing vendors. Besides our professional knowledge and cost-effective service, our clients choose us for a variety of reasons including these benefits:

  • Painless implementation and outstanding customer support
  • Signature QA practices notable for their unmatched accuracy
  • No forms inventory and storage hassles
  • Fast mail delivery times from secure, strategically-located facilities
 Electronic Delivery Options

Only need your tax forms to be available through online banking? Want to offer your customers a range of options? PrintMail’s wide range of services allows us to print, mail and provide online eStatement presentation for any statement, loan, notice, tax or other document your company might generate. We can load all the statements we process for you, or only load statements for which electronic delivery has been requested.

 Discover the PrintMail Difference

We take a personalized approach to every client and our extensive experience with a wide variety of data formats means we can accommodate your specific needs. Request a free consultation to learn how much you could save with our tax form processing services. Contact us today!

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