Tax Forms for Financial Edge NXT and Financial Edge
Our best practice recommendation is that you use Financial Edge eFiling options already integrated into the software to file your taxes. If you take into account the costs of printing, processing, and mailing paper tax forms, this is your most efficient and cost-effective option. Once you select to process your tax data in the software, you are presented with the option to print paper tax forms or to choose from a variety of eFiling options from complete (eFiling plus print and mail employee/recipient copies) to online (eFiling plus online hosting of employee/recipient copies) to several partial options (including eFiling Federal and State, Federal only, and State only). For details see www.aatrix.com/blackbaud.
Paper tax forms are sold in bundles with all the requisite forms and envelopes. Partial eFiling bundles with employee/recipient copies and envelopes (meant to complement eFiling federal and state copies) are also available. The following tax forms are integrated into Financial Edge: the new 1095 series healthcare reporting forms, W-2 tax forms, and 1099 MISC tax forms.
Additionally, Blackbaud Forms offers more than 350 U.S. tax forms for every need. Our staff are trained tax forms specialists who will help your identify the right tax forms.
The new 1095 series healthcare information forms are used by employers to file information returns with the IRS and provide statements to full-time employees about health coverage the employer offered or to show the employer didn’t offer coverage. Our blank perforated 1095 form with instructions on the back is used to print employee copies in a one form per page design.
W-2 forms are used to report employee wages, taxes and compensations for a calendar year. Available in four, six or eight parts depending on your state's requirements. Employee copies of W-2s come four forms per sheet, all others (SSA and state copies) are two forms per sheet.
1099 MISC forms are used to report rents, royalties, prizes and awards, etc., and are available in three, four or five parts.
Our tax forms are sold separately and in bundled kits that give you everything you need to file your tax forms. Each kit includes sets of W-2 or 1099 forms, three W-3 or 1096 transmittal forms, and premium compatible double-windowed envelopes.