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Quarterly Express Plus support for TY2017 ACA e-File and IL-941 e-File

Quarterly Express Plus Customer,

Our Quarterly Express Plus software is capable of supporting your e-file of Forms 1094-B, 1094-C, 1095-B and 1095-C.  We also have option for e-filing of IL-941 as required by the state and support many other states including Louisiana in April 2018.  Use version V2.6.28 or later to begin using these options.  If you don't have that version, click Check for Updates, or use the update page shown below.

  

IL-941 e-File available using Quarterly Express Plus

Licenses users of Quarterly Express Plus can use this software to e-file IL-941 returns to the State of Illinois.  Below are the scenarios for existing license types:
  • All License types can manually create IL-941's and submit them indirectly through Lewis Software for a per return fee:
    • Business Taxpayer or PEO - $5.00 each
    • ERO's  -  $3.75 each
    • Reporting Agents - $2.50 each
  • Import capability is available for any license type
    • Illinois Import - $100.00 per year
  • Direct Filing with the State
    • Direct Filing options are available for Reporting Agent Licenses.
    • Illinois Direct Transmit - $125.00 per year unlimited filing

 

In order to file with the State of Illinois, there are some requirements to complete an IL-8633-B, and IL-8655 forms which are available on the states web page.

Keep in mind that our software still supports the following states and will be adding more in the near future:
  • New York - NYS-45 and NYS-1
  • California - DE9 and DE9C
  • Louisiana - L1 (beginning 4/1/2018)
      

Quarterly Express Plus Support for e-file of ACA Returns.

Our Quarterly Express Plus software has been updated to support TY2017 ACA returns

You can create the following ACA returns for printing, or e-filing within our existing versions of the software:
  1. Form 1094-B
  2. Form 1095-B
  3. Form 1094-C
  4. Form 1095-C
   
These return types can be both manually entered, or imported from either an Excel, Tab Delimited or XML file.  We are able to import the XML if your software generates an XML file but does not provide an option for transmission. 
 
All existing Reporting Agent licensees will receive AIR import capability as a part of the license you already own.  

For Business Taxpayers and ERO's, they can upgrade to purchase AIR Import to add import capability if necessary for $99.95. 

We provide both the Indirect, and Direct options for filing, but keep in mind that you will not be able to file Direct unless you have the following:
  1. A valid TCC (Transmitter Control Code from the IRS)
  2. Obtain an AIR Transmitter License for Quarterly Express Plus.  ($149.95)
  3. Using Quarterly Express Plus, pass Communication Testing with the IRS using your TCC.
     
 
How to Create a 1094 Transmittal and 1095's in Quarterly Express Plus.

  1. Once the company is present in the database, right click on the Company Name and choose the return type that you desire. 
  2. Manual 1095's
    1. If you are entering the data manually, create your 1095-B and C's first before creating the transmittal.  
    2. Each 1095 must be signed.
    3. Once you have created all of your 1095's, then create the 1094 for the appropriate tax year and complete the information on that form.  For 1094-C's you must submit the first 1094 as an authoritative form.  Complete the bottom of the first page, and parts 3 and 4.  See help for Authoritative 1094's.
    4. After you have completed the necessary information for your 1094, attached the 1095's to the return using the Select Returns option.
    5. Now click OK and Save which will automatically save all of the information added, and give you the opportunity to submit the information for processing.  Either select the Indirect or Direct option based on your current license.
  3. Import 1095's
    1. If you are importing 1095's, first create your 1094 and complete all pertinent information.  Now click the Import 1095 option and select your input data file (Excel, Tab Delimited, XML).  Please note that if you are importing an ACA XML file, you can import that information as well.
    2. Once the information is imported, you will be able to verify the count in the lower part of the screen.  Assuming it is correct, click OK and Save which will give you an opportunity to submit the information for processing.
    3. If you want to view the returns, simply say no to that question and you can open up and review any 1095 you wish just like you normally do with any other type of return.
    4. The sample import format can be found under the Lewis Software Import folder where the software is installed.
  4. Printing 1095's
    1. You can print 1095's from the menu at the top, but 1094's must be printed in the transmittal dialog.  Within that dialog, when you print a 1094 you will be prompted to also print all attached 1095's if you want.
  5. 1094 and 1095 Corrections
    1. It is possible to handle corrections with this software.  Simply open the affected 1095, remove the signature, make the changes, re-sign and resubmit with a non-authoritative 1094.  This is possible assuming you have the receipt ID from the previous transmission stored in the return.  Lewis Software will provide that information to you as a confirmation of your filing.
Quarterly Express Plus ACA Forms Pricing

All users of Quarterly Express Plus, can use the Indirect option which is where Lewis Software uses their TCC to submit the information.  There is a per return fee which will be priced according to your volume.  Basic Indirect pricing is shown below:
  1. 1-10        1095 return(s)            $3.00 each
  2. 11-25      1095 returns               $2.75 each
  3. 26-50      1095 returns               $2.50 each
  4. 51-200    1095 returns               $2.25 each
  5. 201-500  1095 returns               $2.00 each
  6. 500+       1095 returns               $1.75 each
Each 1094 is charged at the same rate as the 1095's.  Every transmission will include a single 1094 transmittal.

Additional volume discounts are possible, contact our office with your specific situation. 

There are 2 additional license options for AIR (ACA) returns using Quarterly Express Plus: 
  • AIR Import Capability ( Business Taxpayers or ERO's are eligible) - $99.95 per year.
  • AIR Direct Transmit (Standard and Advanced Reporting Agents are eligible) - $149.95 per year includes unlimited filing but requires a valid TCC and testing with the IRS.
  • Contact our office at 1-877-854-0100 to inquire about these add on licenses.

 
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