Companies in the Life Settlement industry are now required by the IRS to send the 1099LS form. This local system tool allows a user to import policies from csv format (other customized formats available) and generate IRS 1099 PDF documents with the click of a button.
- User will import policy data from a pre-determined csv format (other custom formats available).
- User will be able to select which forms to generate. ( A, B, C, D )
- User will be able to select which data to export ( allowing user to skip “optional” fields. )
- PDF documents are created in a folder on the users desktop.
- Single User License
- Mac and Windows compatible
- Requires FileMaker Pro application. ( single user license included )
- Further customization available.