Send E-File/Check Status

Select EOY - Send E-File/Check Status - Send Saved 1099 or W2 File

A list of saved files your created thru Derek when preparing your 1099s or W2s will be listed here. Click on the file you would like to view.

From the above screen you can now Send, Add Payee, Edit Payee or Delete Payee.

When you are ready to send the E-File, click "Send Now".

Once you Click on Send Now you will have the "Memorandum of Understanding" come up. You will need to read over it then enter your company information.

You will need to know your Username and Password before continuing.

ADD PAYEE

You are able to add a Payee that is NOT going to be added anywhere else in Derek. This new Payee will be submitted with your E-file batch.

The Close button will take you completely out of the E-File process and you will need to start again, unless you previously saved a File to which you can access after closing.

SEND NOW OPTIONS

First you will be asked to save a copy of your file. Then you will be asked for your User ID and Password, as an added precaution.

Enter your User ID and Password, as configured in the Company Headings Master file, and click ok. The Transmit Confirmation screen will appear.

PRINT RECEIPT

We strongly suggest you Print the Receipt first thing.

MAKING PAYMENT USING CREDIT CARD

After clicking "Pay Now", complete the Payment form that appears to make payment by Credit Card. Click "Pay" and your payment will be transmitted.

MAKING PAYMENT USING "BILL ME"

If you select the Bill Me option then you will receive a bill of the amount shown, from Derek, and your file will be transmitted immediately.

FINISHED

You are finished for the Federal for the Company specified in your original filter. You will be returned to the first Filter Screen. Repeat the process for each Company and/or State as required by you.

TO CHECK STATUS OF SUBMITTED REPORTS

You can check the status of your reports by the following.

From the Main Menu Select EOY - Send E-File/Check Status - Check Status

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