CP2100/CP2100A - Tax1099 Notice Management Platform



Features

Approved User Access

Assign member users

Tax Form 1099 Documents

Follow a documentation process

Tax1099 Time Saving

Set and Update Due Date

Multiple User Forms

View Billing Information

Secure Bookkeeping

Select the notice received

Reduce Manual Effort & Save Time

E-verify Approved

Add status & notes to steps

Form 1099 E-file Online

Upload supporting documents

Team Collaboration

Adapt our response letters

File Documents Online

View in-depth information

Keep track of every notice, and manage your notices received seamlessly on our Notice Management platform.

Talk with a team member about adding Notice Management to your Tax1099 Enterprise account.


Notice Management FAQ’s

What is Notice Management?

The Tax1099 Notice Management add-on is a tool for managing notices from the IRS, anything from the CP2100/CP2100A for an incorrect TIN to a CP136B for a 941 deposit. View and customize tasks for handling notices. With this tool, you’ll be guided through the research, response, document management, and billing tasks involved in notice management. You can add member users to your notices, to help you manage the process. Keep everyone on track with custom deadlines, and notes on status. We’ll also remind you to upload important documents. We’ll help you prevent headaches and penalties with our Notice Management tool.

Is Notice Management available for Essential accounts? Or for eFile Plus accounts?

No, Notice Management is an add-on for Enterprise accounts only.

What type of notices does Tax1099 support?

We support 19 notice types, from the common CP2100/CP2100A to the less common notices, like the CP15.

How much does it cost to add Notice Management to my Enterprise account?

The Notice Management add-on is $199/year, with unlimited access for you and your team.

What are the features of the Notice Management tool?

Each notice comes with a “best resolution” plan, along with relevant forms and templates. We’ll help you correspond with your client and the IRS efficiently and effectively.

How do I respond to the notice I received from the IRS?

We’ll help you resolve the notice you received with step-by-step instructions, specialized for each notice type. Each notice resolution template was developed by experienced tax professionals from our team.

Can I set the status of a notice?

Assign member users to a notice to allow access to status updates. Member users can view statuses from the Notice Management dashboard, or notice by notice.

What is a CP2100? What is a CP2100A?

CP2100 and CP2100A notices inform a payer that he or she may be responsible for backup withholding. Generally, this is due to missing or potentially incorrect taxpayer identification numbers that the IRS has identified. The notice is accompanied by a list of missing, incorrect, and/or not currently-issued payee taxpayer identification numbers. Large-volume filers, those with 250 or more erroneous documents, receive the CP2100 notice, while other filers receive the CP2100A notice.

What is a B Notice?

If the IRS sends you a CP2100 or CP2100A notice, indicating an incorrect payee TIN, you are required to send the B Notice. You must send this notice within 15 days from the date you received it, or 15 days from the date of the CP2100/2100A, whichever is later. See Publication 1281 for details. Being backup withholding no later than 30 business days after the date of the CP2100 notice, or the date you received it, whichever is later. Stop backup withholding no later than 30 days after the payee furnishes a TIN and certifies that it is correct.

I received a B Notice. What are my next steps?

Government entities are subject to rules that require income tax withholding of 28% from certain payments, if the payee is not exempt from backup withholding and fails to furnish the correct taxpayer identification number (TIN). The IRS may also notify a payer to begin backup withholding because of payee underreporting. Failure to follow the backup withholding rules can result in penalties to the payer for filing incorrect information returns. The payer may also become liable for any uncollected amounts.