Video Information

This video details how to setup the multi-user environment in the E-File Magic Software.

Transcript:

Hello. In this video I'll be detailing how to setup the multi-user environment in the E-File Magic Software. I start by navigating to the multi-user setup screen. This screen is broken down into two separate sections, the top section identifies a list of users that have access to the E-File Magic Software, the bottom section details the specific details for a user that has selected in the top section in optionally the permissions that user has been assigned. I'm going to start by adding a user. I will call this user "JoeTester" with a password of 123456. First name Joe A Tester and an email address of Joetester@my company.com and I'm going to go ahead and click save. Typically, when you use the multi-user environment you will be working in a workgroup environment, and you'll have many systems that need to be connected to a central E-File Magic database. You can accomplish those tasks by selecting the setup multi-user environment tab. When I select this button, I'm presented three different options; the first is whether or not I want to enforce Logins, in this case, I do, so I'm going to select "Require User Logins". The second section details whether or not I want a copy my local database to a shared location typically on the first machine that you set up for a workgroup environment, you'll want to perform this task. So I'm going to go ahead and pretend that I'm selecting a location and typically the location that I would be copying database to, would be a network share that all users that required access to E-File Magic have access to read and write to that network share. So pretending that I selected this location upon selection of it step three would automatically be set with the path to location that I copied the database to. I'm going to go ahead and click "ok" now and close E-File Magic and open it back up. And now I'm presented with a login screen. In order to access E-File Magic I'm now required to login. So I'm going to go ahead and type "Joetester" and the password I specified, 123456 and click login. And now I have access to the system. Lastly, if you require fine granularity in the access rights that an individual user has you can select edit permissions and select from a list of permissions that are available and supported by the software. This concludes the setup multi-user environment video.

1099-Software Features Include:

• Print forms to blank paper!
• No software licensing fees for using our software. You pay only for the services we provide!
• Database level encryption support: Protect your sensitive recipient information using the Department of Defense approved AES256 algorithm!
• Support for ALL 1097-BTC, 1098, 1099, 5498, 3921, 3922, and W-2G forms
• Print and Mail Services Available
• IRS Copy A and 1096 Not Required
• Requires E-Filing with Our Service Bureau
• No need to apply for TCC number using our system
• Import E-File Magic 2010 Recipients to avoid reentry!
• Multi-User support for operating in an Active Directory or workgroup environment.
• Supports filing years 2007, 2008, 2009, 2010 & 2011
• Printable forms support industry standard double windowed number 9 and 10 envelopes.

• High quality printable forms, covering all copies B, C, D, 1, and 2 where applicable
• Simplified correction process for processing IRS corrections
• Personalize printable forms using your companies logo.
• Misc. data fields allow you to customize messages, financial breakdowns, payment history information, etc to be printed on your recipient forms
• Preview your forms before you print them
• CPA Friendly: Unlimited Companies/Filers
• XP, Vista and Windows 7 Compatible
• Built-In Help System
• Built-In Form validation module to help you avoid common mistakes
• Built-In reporting for generating form totals, recipient lists, and mailing labels
• Requires E-Filing services to be purchased from and provided by E-File Magic. Visit our price quote page for more information.
• Seamless client server order transmission process; transmit your order in seconds!

Supported Software Forms

• 1097-BTC
  Bond Tax Credit
• 1098
  Mortgage Interest Statement
• 1098-C
  Contributions of Motor Vehicles, Boats, and Airplanes
• 1098-E
  Student Loan Interest Statement
• 1098-T
  Tuition Statement
• 1099-A
  Acquisition or Abandonment of Secured Property
• 1099-B
  Proceeds From Broker and Barter Exchange Transactions
• 1099-C
  Cancellation of Debt
• 1099-CAP
  Changes in Corporate Control and Capital Structure
• 1099-DIV
  Dividends and Distributions
• 1099-G
  Certain Government Payments
• 1099-H
  Health Coverage Tax Credit (HCTC) Advance Payments
• 1099-INT
  Interest Income
• 1099-K
  Merchant Card and Third Party Network Payments

• 1099-LTC
  Long-Term Care and Accelerated Death Benefits
• 1099-MISC
  Miscellaneous Income
• 1099-PATR
  Taxable Distributions Received From Cooperatives
• 1099-Q
  Payments From Qualified Education Programs
• 1099-R
  Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
• 1099-S
  Proceeds From Real Estate Transactions
• 1099-SA
  Distributions From an HSA, Archer MSA, or Medicare Advantage MSA
• 3921
  Exercise of an Incentive Stock Option
• 3922
  Transfer of Stock Acquired Through an Employee Stock Purchase Plan
• 5498
  IRA Contribution
• 5498-ESA
  Coverdell ESA Contribution Information
• 5498-SA
  HSA, Archer MSA, or Medicare Advantage MSA Information
• W-2G
  Certain Gambling Winnings