This version of our software will support changes in the following return types for PY2024:

• Form 940, 943, 944 and 945 for TY2023
• Form 1094's and 1095's for TY2023
• Form 1099's for TY2023 using IRIS A2A. We will support Indirect and Direct filing options.
• Form 8849 for TY2024.
• Form 720 TY2024 along with Schedule C and Form 6627

Quarterly Express Plus Web Site

• Online Filing of Form 720 Part II will be available in mid-January. You can e-file any Part II tax (except Floor Tax) with a balance due payment by only using the web site.

How to e-file 1099's using Quarterly Express Plus.

1. Any licensed user of Quarterly Express Plus can e-file Form 1099's using this software. There are no requirements of information needed from the IRS to utilize our system. Any return submitted indirectly through our system will utilize our TCC and e-file configuration. Simply follow the steps below:

• First find the company in the Company Database, or add it if it is not already present.
• Right Click on the company name and choose New Information Return and IRIS 1099's and select the type of 1099 you need to e-file.
• When the 1099 Sheet opens up, you will first see the Summary sheet. Click the tab at the bottom to select the Form Data sheet. This is where you will enter in your 1099 data. Each row in the Form Data Sheet is an individual 1099 of the type you selected. If you need to create 10 1099-NEC forms, you can create one 1099 return file and enter all 10 1099's into that form.
• The 1099 file name will include a date and time element, so if you need to create 10 now, and need to create 10 later, you can have 2 files of type NEC (or any type) for submission and process them separate.
• Import capability exists now for Forms 1099-MISC and 1099-NEC using our Excel Template. If you desire import for another type of 1099, please contact us and we will let you know the status of that capability.
• When you have finished entering in your 1099 Data, you can sign the return and save it prior to submitting it to us for processing. If you choose to print, you can click Print return and it will allow you to select all of the 1099's, or individual returns. These returns will print on the IRS PDF form provided by their web site and all copies are included. These would not be considered official forms, but we may provide that capability in future releases.
• When ready, Click Transmit Return to submit this batch of returns to us for processing and complete the payment information in our online store. If you are an Invoice or Debit customer, we need to verify your payment information before your returns will be processed.
• After 24-48 hours, you should receive a response from our automated e-mail system with the status of your return.

1099 Pricing Information

• 1099 Batch Submission (9 or less forms) $3.50 per return.
• 1099 Batch Submission (10-24 forms) 8% discount per return
• 1099 Batch Submission (25-49 forms) 15% discount per return
• 1099 Batch Submission (50-199 forms) 25% discount per return
• 1099 Batch Submission (200-499 forms) 30% discount per return
• 1099 Batch Submission (500+ forms) 40% discount per return

Contact us at support@qexplus.com or 877-854-0100 for more details.

Our Quarterly Express Plus software has the capability to file your 1099's directly to the IRIS system using their A2A Interface. There are a few requirements that are needed to submit data directly to the IRS. They are listed below:

• An AIR/IRIS Transmit License for Quarterly Express Plus which is $399.95 per year with no transmission fees.
• A valid digital certificate
• A valid TCC from IRIS
• A valid Client ID from the IRS e-Services System
• A valid username from the IRS Consent App
• This license allows you to direct file using A2A to IRIS, and User Interface (UI) for ACA returns.

Contact us at support@qexplus.com or 877-854-0100 for more details.

Our Quarterly Express Plus software has the capability to file your ACA Information returns (1094-B, 1095-B, 1094-C, 1095-C) with the IRS. We support both an indirect and direct option of filing. Features include:

• If you have your own TCC, you can use it to import your XML or Excel based file to generate the 1095's and transmit them directly to the AIR system.
• If you don't have a TCC or it is not in production, you can import data into Quarterly Express Plus and transmit it indirectly to Lewis Software. We will use our TCC to submit to the IRS and you will receive all receipt ID's. There is a per return fee for this option.
• If you don't have an import file and just need to create and e-file the forms manually, you can do that as well with our Business Taxpayer License and file them indirectly. Import and Transmit options will require an additional license.
• If you need greater capability, or need to file additional information returns such as W2's, use Annual Express instead. This is an online system that will allow you to file any information return for a per return fee.
• The pricing is equal to the 1099 pricing shown above for 1094 and 1095's.

Contact us at support@qexplus.com or 877-854-0100 for more details.

Our Form 720 Part II, and Form 2290 for 2 VIN numbers are available for use directly on the Quarterly Express Plus web site. These options allow filers of simpler returns:

• Form 720 Part II which contains the Tanning Tax, PCORI and a few others options.
• Form 2290 for filers of 2 VIN's or less trucks

These users can e-file and pay their balance due without the requirement of installing our software or purchasing a license. All activity is done on the web site.

Each 720 or 2290 costs the same price of $19.95 per return with an additional $2.00 if you are paying a balance due. An account on our web site is required. Click the link below to access this system:

Quarterly Express Online 720 Part II

Quarterly Express Online 2290

If you filed a return with a balance due payment using Quarterly Express Plus during Quarter 3 of 2023, you might have seen some issues with the processing of the payment. Some of our customers who filed returns in the middle of October, did not see their payments draft from their accounts within the typical 48-96 hours. After inquiring about the issue, it appears a system issue on the EFTPS side caused this delay. Unfortunately, this was not discovered until November and those payments were posted but after the typical Q3 deadline. In this case, notices will likely be sent to the filer, but the IRS has committed to abate any penalties or interest related to this issue. If you receive an IRS notice due a late payment that was submitted in October, let us know and we will provide the information to respond. We have been assured that better monitoring of their interface will occur now and these type of issues should not occur in the future.