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Taxport

Taxport is your centralized tax information reporting solution, your tax HQ. It can handle the complete compliance process of thousands up to millions of forms. It proactively validates your information’s accuracy and its cloud-based system reacts to IRS changes almost instantaneously. It doesn’t even require installation or updates from your IT team. And, most important of all, Taxport is the most secure compliance solution on the planet.

Plus, whether you process 1099s from one, two or two hundred business units, Taxport has the ability to be adapted to your needs and data. Taxport forms and regulatory filings are always guaranteed compliant, reducing the risk of expensive penalties. And when it comes to the constantly changing environment of tax regulation, our team of tax experts always keeps a watchful eye so you’ll never be bothered by year-end tax form changes.

98%CLIENT RETENTION RATE

“I recommend Convey, not only to my current institution, but to others in the industry because I believe Convey is the solution for the banking industry.”— Wendy Walker, Vice President and Corporate

Compliance Manager, Zions Bancorporation

All-In-One Tax Reporting

• 50% decrease in total tax reporting workload• 80% drop in “B” Notices• 75% less time spent printing and mailing• 30% drop in form counts

If you are looking for a one-stop solution for tax information reporting that is configurable, versatile and comprehensive, you’re looking at it.

And, of course, results matter. Our clients routinely see:

eStatements

Stop the presses and ask your form recipients to opt-in to paperless forms. They’ll be able to see and update all their tax forms online and in real time. Plus, you’ll reduce the environmental impact as well as the steep costs of printing and mailing.

Withholding Module

With more than 40 jurisdictions and 200 different payment days in the U.S. alone, withholding can be a bottomless pit of time and resources. But, with the Taxport Withholding Module, you can manage the process with ease. Our detailed schedule allows you to effortlessly track your remittances, reconciliation and 941, 945, 1042, and state withholding reporting responsibilities. Never again will you have to manually track payments or match general ledger data line-by-line against transaction-level data or tax detail forms.

Taxport Add-On ToolsWith Taxport, you also have the option to include a number of tools to make your tax information reporting process go even more smoothly while also improving your customer experience.

Real-Time TIN

Real-Time TIN Verification also makes it possible to proactively validate your information before needlessly wasting time on rework. With Real-Time TIN Verification you’re able to check individual data against the IRS TIN matching database, Office of Foreign Assets Control (OFAC) list and Death Master File (DMF) as you enter it.

Print & Mail

With this option, printing and mailing is as simple as clicking a button. All you have to do is set up your print file and you’ll benefit from our negotiated print rates at secure mail houses. We’ll also check your information against the National Change of Address list and offer increased security with TIN masking. Additionally, when you’re sending multiple forms to a single recipient, our householding option allows you to combine them in one envelope, improving customer service and further reducing mail costs.

TIN Portal

Convey’s TIN Portal gives you access to the proactive benefits of Bulk TIN Matching and Real-Time TIN Verification with the bonus of a customizable TIN Portal interface where your clients and vendors can submit information. When the portal is customized with your company logo, font and brand colors, you’ll put vendors and clients at ease as they enter their private information.

Bulk TIN

Accurate TIN and name data is the first step in preventing “B” Notices, penalties, corrections and form recipient customer service calls. Bulk TIN matching allows you to submit your entire database for verification against the IRS TIN matching database, ensuring your information is accurate and giving you the opportunity to correct the data that isn’t.

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Cloud Computing

We know you need updates fast. That’s why Taxport lives in the cloud. When the IRS announces form changes they’re quickly reflected in Taxport, keeping you well ahead of any deadlines. That matters when you’re managing vast amounts of forms and last-minute state and federal regulation changes occur in January.

Stress-Free Features

Direct State Reporting

With different tax regulations in more than 40 states,managing tax information reporting across state lines can be difficult. Not anymore. Whether it’s including a compact disk for the Alabama Department of Revenue or filling out an additional form in California, you can rest assured your process will be 100% compliant.

Faster Upload Time

You might have thousands or even millions of transactions to import into your tax management system every year, but that doesn’t mean one batch upload should take days or even weeks. Taxport was built to import mass amounts of data at breakneck speeds. That’s up to 120,000 records per minute.

Taxport provides you with an on-demand, centralized platform created specifically for the tax reporting world. Now you can manage all of your organizational units, tax forms and corrections in one place.

Access Prior Tax Years

All data, including every form, is available for you to reference whenever and wherever you need it, starting at three prior years up to 10 prior years of tax information. That makes necessary reprints and corrections for yesteryear’s reporting doable again Plus, you can leave those old 1096 paper forms in the dust — Taxport-delivered updates to the IRS are entirely electronic.

Highly Configurable

Taxport has been designed differently than traditional software to accommodate the nuances associated with your source systems andprocessing requirements. We make sure our system can handle your files rather than the othe rway around.

Individualized Onboarding

No two organizations or departments use Taxport in exactly the same way, which is why our onboarding process is unique to each client. We start with a serieis of discovery discussions to determine how you will use the software to best meet your specific tax information reporting needs. From there we configure each element of the software to suit your purposes and run through a series of tests to ensure your customized user interface works for you. After your software is configured, a dedicated product specialist will train users and be available to answer any questions that arise.

The Most Secure Tax Solution on the Planet

Convey holds itself to the highest security standards available while at the same time maintaining a high degree of flexibility for user permissions based on role, function and data. Rest assured that our top-tier security certifications, reoccurring audits, dual secure backups, third-party penetration testing and biometrically guarded data center with industry-leading data-at-rest encryption will keep your information safe.

Every Form Type

Taxport handles all your tax information reporting, including 1042, 1098, 1099, 3921, 3922, 5498, W-2, W-4, W-9, Puerto Rico, Canada and Quebec form types. Plus, all direct state and independent contractor reporting.

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Managed ServicesLet our tax experts do the tricky job of complete year-round compliance for you. Our dedicated Managed Services representatives will act as an extension of your internal tax team, handling all daily reporting operations up to and including filing during tax season.

Tax Identity ManagementUsing inaccurate information is costly. Especially when the IRS fines for error-ridden data have recently doubled. We’ll use our tried-and-true methods of data verification to match your TIN and name data before fines arrive, as well as handle all of your “B” Notice and penalty solicitation.

Statement DeliveryAfter you submit your information, we’ll handle the entire statement delivery process from print file set up to mailing. We’ll also manage your eStatement opt-ins/opt-outs and delivery. Our versatile process covers everything from filtering against the National Change of Address, OFAC and DMF lists to masking TINs for security.

Withholding Management ServicesLet us reduce your risks, costs and liabilities associated with one of the most complicated IRS tax reporting processes. We handle any necessary correspondence and penalty management. Plus, our detailed schedule allows you to effortlessly track remittances, reconciliation and 941, 945, 1042, and state withholding reporting responsibilities.

Taxport Add-On Services

Tax reporting is complicated and mistakes are costly. Take advantage of our Taxport add-on solutions to ease your tax season and the daily

operations in between. We are your extended tax team.

1-888-303-10999800 Bren Road East

Suite 300Minnetonka, MN 55343