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W2 Federal Setup: You will first need to Setup your E-File account.   Select Master, Company Heading File, select your Company, click on Edit, make sure you have a valid e-mail address for your company.   Click on the E-File Setup tab, you will need to enter in your First & Last name, User ID and Password then click on the Setup Account button.   You should then be flagged that "Your account has been activated." Click OK, and you will be returned to the Change Routine where you can change your User ID and Password at any time.   If you have more than one company, you will need to setup the E-File account for all of them.   If you forgot your password, click on the "Forgot Password" button.   A new password will be created and emailed to you. Create E-Filer: When you are ready to print your forms select Close, Calendar Year Close Reports then Employee W-2 Forms.   If you are filing for Federal, then make sure to select Federal for Filing For.   Select your Report Type: You have the option to select Print Only, Create E-File Only or Print and Create E-File.   You are required to include the Company Federal ID Number when filing For Federal.   Make sure you have the correct "Tax Year".   Click the OK button and you will be taken to the W2 E-File screen.   Here you will see a list of all Employees to be E-Filed.   Edit E-Filer: If you need to edit one of your employees, you can do so from this screen.   You can quickly locate the employee by clicking on the Find button and selecting from the options.   Once the employee is located, then click the Edit Payee button and make any necessary changes and click OK.   Important Note: Any changes made from this application WILL NOT reflect any other files outside of the E-File such as, Transaction File, Employee File, Trial Balance, Bank Rec., etc.... Send Now E-Filer: Once you click on Send Now you will be prompted Before sending, please name this file in case you need to send it again" and you will click OK.   Now you will see a box called "Save As" and you will type the name of the file.   Example: FEDPAYROLL and then click OK.   You will next be prompted to enter in User ID and Password (previously setup in the E-File Setup in your Company Heading File).   Once you have entered in the required information and it is successful, you will be taken to the Transmit Confirmation screen.   Here you will have the option to Print Receipt, Bill Me, Pay Now or Decline.   We strongly suggest printing out your Receipt before you send your file.   If you select the Bill Me option then you will receive a bill of the amount shown, from Roughneck, and your file will be transmitted immediately.   If you select Pay Now you will need to have your Credit Card information readily available.   Your file will be transmitted immediately.   If you select the Decline button your saved file is still accessible for transmit when ready to do so. Send Later E-Filer: You will be prompted to enter in a name for the saved file so that you can send at a later point in time, if not ready to Send Now.   Once you create your saved file name, you will receive a message telling you where you will find the saved file: Close, Calendar Year Close Reports, E-Filing, Send Saved W-2 E-File.   Important Note: If you Save For Later and you exit out of the E-File process to make Employee changes, the Saved File created WILL NOT reflect the changes made after exit. 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.

W2 State Create File: If you are filing for your State, then make sure to select Your State for Filing For.   Select your Report Type: You have the option to select Print Only, Create State E-File File Only or Print and Create State E-File File.   To create your State E-File file you will need to include the Company State ID Number for your State.   Make sure you have the correct "Tax Year". Now you are ready to click OK.   Edit File: Refer to EDIT E-FILER from above (Under Filing for Federal).   Send Now: Refer to SEND NOW E-FILER from above (Under Filing for Federal).   If you select the Bill Me option then you will receive a bill of the amount shown, from Roughneck, and your file can be created immediately.   If you select Pay Now you will need to have your Credit Card information readily available, then you can create the file immediately.   If you select the Decline button your saved file is still accessible for transmit when ready to do so. Send Later: Refer to SEND LATER E-FILER from above (Under Filing for Federal).   The Close button will take you completely out of the State E-File process and you will need to start again, unless you previously saved a File to which you can access after closing.

1099 Federal Setup: You will first need to Setup your E-File account.   Select Master, Company Heading File, select your Company, click on Edit, make sure you have a valid e-mail address for your company.   Click on the E-File Setup tab, you will need to enter in your First & Last name, User ID and Password then click on the Setup Account button.   You should then be flagged that "Your account has been activated." Click OK, and you will be returned to the Change Routine where you can change your User ID and Password at any time.   If you have more than one company, you will need to setup the E-File account for all of them.   If you forgot your password, click on the "Forgot Password" button.   A new password will be created and emailed to you. Create E-File: After you have ran all of your 1099 reports and are ready to print your forms select Close, Calendar Year Close Reports then 1099 Forms.   For Filing For select Federal, under Select Report Type you have the option to Print Only, Create E-File Only and Print and Create E-File.   Select your desired company number and enter the Company Federal ID Number.   Make sure you have the correct "Tax Year".   Click OK, you will be flagged E-Filing requires that the 'Owner/Vendor' name be separated into First, Middle Initial and Last names.   If you are not sending to the person's name, then you need to assign an "Association Name".  You have the option "Would you like Roughneck to try and convert your names for you?" You will need to do this so your E-File data is in the correct format.   To be sure that your E-File IRS names are correct go to the Owner and Vendor files and check the 'IRS E-File Name' under the Address tab.   Roughneck will print out a report showing you how your Owner/Vendor names were divided.   Once your E-File names are correct the system will perform a sanity check and alert you if there are any obvious errors, if so you will need to correct them before continuing.   If printing your 1099's forms you will next be asked about a 1096 form. Edit E-Filer: The 1099 E-Filer screen will now appear.   You have several options here.   You can Send Now, Send Later or Edit Payee.   If you need to adjust an Owner/Vendors Amount, Name, ID number, etc...  Click on the Edit Payee button.   This will allow you to make changes, however the changes you make on this screen will not change in the Owner/Vendor file, DOI, Transaction, etc... Send Now E-Filer: When you are ready to send the E-Filer, click the "Send Now".   You will see a box called "Save As" and you will type the name of the file.   Example: 08FED1099 and then click OK.   You will next be prompted to enter in User ID and Password (previously setup in the E-File Setup in your Company Heading File).   Once you have entered in the required information and it is successful, you will be taken to the Transmit Confirmation screen.   Here you will have the option to Print Receipt, Bill Me, Pay Now or Decline.   We strongly suggest printing out your Receipt before you send your file. If you select the Bill Me option then you will receive a bill of the amount shown, from Roughneck, and your file will be transmitted immediately.   If you select Pay Now you will need to have your Credit Card information readily available.   Your file will be transmitted immediately.   If you select the Decline button your saved file is still accessible for transmit when ready to do so. Send Later E-Filer: If you are not ready to E-File your 1099's you can save the file by selecting the "Send Later" button.   You will then need to enter in a name you want Roughneck to save the file (Ex: 08FED1099).   Click OK.   You can send this file later by going to Close, Calendar Year Close Reports, E-Filing then Send Saved 1099 E-Files.   Once you go into your Send Saved 1099 E-Files you have the option to view an E-file name.   Once you view the file you can Edit the Payee or Send Now. 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.

1099 State Create File: After you have ran all of your 1099 reports and are ready to print your forms select Close, Calendar Year Close Reports then 1099 Forms.   If you are filing for your State, then make sure to select Your State for Filing For.   Select your Report Type: You have the option to select Print Only, Create State E-File Only or Print and Create State E-File.   To create your State E-file you will need to include the Company State ID Number when filing for your State.   Refer to CREATE E-FILER from above (Under Filing for Federal) for detail on the message: "E-Filing requires that the 'Owner/Vendor' name be separated into First, Middle Initial and Last names.   If you are not sending to the person's name, then you need to assign an Association Name." Now you are ready to click OK.   Kansas: You will need to fill out your KW-3 form.   This form will be reported to Kansas via E-file. Other States: Some other states like Oklahoma and Mississippi have additional forms that will need to be submitted. You will be flagged to fill out and submit these forms. Edit File: Refer to EDIT E-FILER from above (Under Filing for Federal).   Send Now: Refer to SEND NOW E-FILER from above (Under Filing for Federal).   If you select the Bill Me option then you will receive a bill of the amount shown, from Roughneck, and your file can be created immediately.   If you select Pay Now you will need to have your Credit Card information readily available, then you can create the file immediately.   If you select the Decline button your saved file is still accessible for transmit when ready to do so. Send Later: Refer to SEND LATER E-FILER from above (Under Filing for Federal).   The Close button will take you completely out of the State E-file process and you will need to start again, unless you previously saved a File to which you can access after closing.