What is E-File Magic?

E-File Magic is a cloud-based platform specialized in simplifying the creation, management, and electronic filing of IRS forms such as 1099, 1098, 5498, W-2G, and 1097. The service allows users to import data via Excel, QuickBooks, or Xero integration, ensuring efficient bulk processing and high accuracy for a wide variety of IRS form series. Users benefit from included services like combined federal/state e-filing, e-delivery, and secure PDF form creation, with optional add-ons including print & mail and TIN (Taxpayer Identification Number) matching.

E-File Magic prioritizes data security, featuring SOC 2 compliance and robust AES-256 encryption to protect sensitive taxpayer information. The platform is CPA-friendly, supporting unlimited filers and recipients, and continuously updates supported forms to meet evolving reporting requirements. With a straightforward interface and dedicated support, E-File Magic aims to make year-end tax reporting both simple and secure for organizations of all sizes.

Features

Bulk Data Import: Supports importing data via Excel, QuickBooks, or Xero for efficient form preparation.
Comprehensive Form Support: Handles a broad selection of IRS forms, including 1099, 1098, 5498, W-2G, and 1097.
E-Filing & E-Delivery: Enables direct electronic filing to the IRS and electronic delivery to recipients.
PDF Form Generation: Creates encrypted, downloadable PDF forms for each submission.
Print & Mail Optional Service: Provides an option for mailing paper copies directly to recipients.
TIN Matching Service: Offers bulk TIN matching to reduce filing errors and penalties.
SOC 2 Compliance: Ensures data security through regular audits and industry-standard practices.
AES-256 Encryption: Employs advanced encryption for sensitive data both at rest and in transit.
CPA-Friendly Workflow: Allows multiple filers and unlimited recipients, suitable for accounting professionals.
No Commitment Free Exploration: Lets users explore the platform before registration requirements.

Use Cases

Filing bulk 1099 forms for contractors or vendors via QuickBooks or Excel import.
E-filing IRS-required forms for year-end tax compliance.
Distributing encrypted PDF tax forms electronically or via mail to form recipients.
Ensuring TIN compliance with bulk TIN matching to minimize IRS penalties.
CPA or accounting firm preparing and filing forms for multiple clients.
Generating IRS-ready copies of all submissions for tax records.
Automating repetitive tax filing workflows for mid to large-sized organizations.

FAQs

Which IRS forms are supported by the platform?

E-File Magic supports a wide range of forms, including the 1099, 1098, 5498, W-2G, 1097, 3921, 3922, and more.
How can I import my filing data?

You can import your data from Excel spreadsheets, QuickBooks Desktop or Online, or directly from Xero using the provided templates and integration tools.
Is my data secure on the platform?

Yes, E-File Magic is SOC 2 compliant and uses AES-256 encryption to secure sensitive information both at rest and in transit.
Can I print or mail the forms through E-File Magic?

Yes, you can either print encrypted PDFs yourself or choose the optional Print & Mail service for direct recipient delivery.
Is there a free trial or demo to explore the platform?

The cloud software is free to explore without any commitment or need to register initially.