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| 2007 Tax Form Processing Order Acknowledgement |
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| Thank you for choosing Personix for your tax form processing needs. |
| If you have any questions please contact Customer Service(800-872-7060).
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| Step One: Postage Prepayment |
Postage Prepayment is required and must be received by December 14, 2007. A service charge of $0.04 per item with a maximum charge of $400.00, will apply if Personix has to advance the postage.
The correct way to calculate estimated postage is to take the number of forms you ordered and multiply that amount by $0.343. The small overpayment or underpayment will then be calculated when your invoice is prepared. Correctly estimating the postage will eliminate overpayments.
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| | | Mail prepaid postage check to:
Personix
Tax Forms Postage Account Manager
19615 Russell Road
Kent WA 98032-1115
* Please indicate your UCI code on your check. |
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| Step Two: Data Submission |
| | Must be uploaded by January 11, 2007 |
| | File Format: 2007 IRS |
| | File Compression Method Supported: PKZIP |
| | Data Submittal Options: |
| | | 1. | Transmission* |
| | | | The preferred method of receiving your data is by directly transmitting through our website. To receive a login and password, please call Rebecca Navarrete at 800-872-7060 x211. |
| | | 2. | 4mm tape. DDS1, DDS2, DDS3 or DDS4 formats. Please use new tapes. |
| | | 3. | 3.5" Floppy disk |
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| | If you choose any method other than transmission, please observe the following: |
| | | 1. | You must clearly label all media with the credit union name, UCI, filename and quantity of forms. |
| | | 2. | You must fill out an instruction form. This form will be used as a data verification tool, so processing will not commence until Personix has received it. Click here to view/print the form (Requires Adobe Acrobat reader. See link below to download the reader.). |
| | | 3. | Please ship the media to:
Personix
2007 Tax Program/Customer Service
19615 Russell Road
Kent WA 98032-1115 |
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| Step Three: Sign-Off |
| Once Personix has received your data, 3 random samples of each form will be created and faxed to you. PDI WILL NOT PRINT AND MAIL YOUR FORMS UNTIL WRITTEN SIGN-OFF HAS BEEN RECEIVED. Once the sign-off has been received your forms will mail by January 31st if data was received by the 11th of January. All others will be processed on a first in/first out basis. |
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| MINIMUM CHARGE FOR YEAR-END TAX FORM PROCESSING IS: $100.00 |
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| | | *FTP is available on request |
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 Tax processing Fax-Back Form 65K - 1 page
(Requires Adobe Acrobat Reader be installed on your computer to view/print. See link below to download the reader.) |
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