15. The Case of the Form Update


PREVIOUSLY: THE CASE OF THE PORTAL DELIVERY

Walter was now well-acquainted with three methods of vendor form delivery through Tax1099. First, he had learned about email delivery. With nothing more than the email address of a vendor, Walter could securely deliver a form. The vendor would receive a password-protected PDF of the form. The email would contain password instructions. With email delivery, forms were less likely to be misplaced by vendors. Hopefully, this would cut down on the amount of time Walter spent re-mailing forms last year.

Some vendors didn't supply an email address. For these vendors, Walter could choose Tax1099's USPS services. Walter wouldn't have to print, fold, stuff, stamp, or mail any of his vendor forms. Tax1099 would take care of the entire process.

Walter's third option was portal delivery. This option was much like Tax1099's email delivery option. His vendor would receive an email with instructions on retrieving a form from a portal. Instead of opening the form in the email, the vendor would be directed to a portal.

Before confirming each option, Walter received a notification stating that vendor form delivery requests are processed immediately. Though Walter had set a scheduled date for the forms to be submitted to the IRS, vendor forms would be delivered immediately. Walter wondered what this meant for the scheduled date of his forms. What was the benefit of scheduling forms?

THIS WEEK

As Walter had been in the process of submitting and paying for forms, on the Forms > View/Edit/Submit forms page, he had opted to schedule the submission of his forms to the IRS. Now, however, he couldn't remember why scheduling forms would be advantageous.

Walter opened up a live chat window with one of Tax1099's customer support specialists.
"Good morning," he wrote. "I'm wondering about what I can do with a form once I've scheduled it. What can you tell me?"
"Good morning!" A chat specialist responded. "You can still edit the details of the form. The form hasn't been sent to the IRS yet, so there's still time. If you need to make an edit after the scheduled date of the form, you'll need to file a corrected form."
"I see," Walter typed. "How can I edit the form?"
"Any forms that you've payed for will appear in the Forms > Manage Forms screen. You'll be able to pull up your scheduled forms in that screen."
Walter followed the instructions.
"When you're there," the specialist continued, "you'll see an Action column on the far right side of the chart. Click the 'edit' option, and you'll be good to go!"

Walter was satisfied with how simple the process was. He could go in and edit the form, and could make changes to the PDF and the form to be submitted to the IRS.

After making these edits, he could request the form be re-emailed to his recipients. This option was accessible from the same Forms > Manage Forms screen.

Walter was glad he had scheduled his forms. As luck would have it, he would likely need to adjust a box amount or two. He thanked the specialist for their time, then he logged off. It was time to enjoy another beautiful day.

NEXT WEEK

Walter was closing in on the end of the scheduled form delivery window. He wondered what would happen after he had reached the scheduled date. Would he receive confirmation of the filing? How would he know if the IRS had accepted the filing? Would he receive any correspondence from the state? It was time to answer these questions.

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