Steps to Complete by 3/31/26

 

Step 1

Generate the appropriate type of IRS file.

Select Tax Information

Tax Reporting module will display

Select the Processing tab

Under Create:

Select IRS File 2/28 or 3/31

Select Submit

NOTE: For data center customers, if the Tax Exhibit is reflecting the reporting and output forms, the file will be generated and sent prior to March 31.

This program excludes K, L, and V type returns for 5498 reporting. Those type of returns are not processed until after the April 15th tax deadline has passed.

 

Step 2

Submit the information to the IRS using the IRS Fire System.