So do half the top Fortune 20 companies. That’s why they use Taxport. TM

Few companies would argue the benefits of using a third-party for payroll. Yet many of those same companies dedicate untold staff hours, overtime and hundreds of thousands of dollars in maintenance on 1099 reporting. A generic process which adds nothing to their growth plan. And trying to manage the process internally may expose them to unnecessary risk. A simple filing error or sending out a single bad form could trigger a costly IRS audit or a customer service nightmare. But more and more companies have learned that there is a better way.

The most comprehensive on-demand 1099 reporting system is also the easiest to implement.

As the industry leading Software-as-a-Service solution, TaxportTM satisfies all federal, state and U.S. territory filing requirements. Our system can be configured and ready to use within days with a 99.9 percent uptime guarantee. So you can access Taxport features anytime and anywhere with no maintenance. Because, software or hardware, it’s all handled by Convey.

There are 43 steps in 1099 reporting. We think that’s 39 steps too many.

T a x p o r T TM

Faster. Easier. Even greener.

Taxport is faster. You don’t have to waste time chasing down data detail – it’s all right there at your fingertips. Taxport is easier. Our automated request and approval process makes corrections to forms simple and shortens turn-around times.

When it comes time to send 1099’s or any other forms, you can go totally “green” with our online eStatement capability. And for printing and mailing nobody can help your budget like Taxport. We exponentially reduce costs by consolidating multiple form types to a single recipient into one compliant and easily understandable tax statement.

No other 1099 processing system cuts it like Taxport.

Taxport offers complete:

• Reporting capability. For 1099, 1098,

5498, W-2, 1042-S, Puerto Rico and

Canadian forms.

• Adaptability. Accepting all financial

data formats.

• Security. Automated software updates

and industry best practices for

information security.

• Reliability. Trusted by thousands of

companies large and small. (Including half

the Fortune 20.)

• Peace of mind. Knowing you’ve met

the standards of all Federal and State

tax agencies.

To receive more information:

Contact us at 1.800.373.3366,

or 319.378.5871. Or visit our

Web site at www.stoneriver.com

to see how much time and money

you can save with Taxport.

More problems.

Fewer problem solvers.

“We’re seeing a shortage

of people entering the

[tax] profession…a lack of

people with the in-depth tax

accounting and financial

reporting expertise needed

[to make] significant process

improvements and changes.”

Deloitte IRS Insights: 1/09

Why so many companies have switched to Taxport• Substantial cost/time savings • Low-effort implementation • Assured compliance • Complete security • Improved customer relations • Guaranteed reliability

©2010 Convey Compliance Systems, Inc.

Stone Rvr-Taxport 4pg_8.25B.indd 1 8/27/10 7:56 AM

T a x p o r T TM

Collecting and protecting all vital data. No system change. No reformatting. No downtime.

Taxport offers the most flexible data import capabilities. So you can import, process and provide tax forms and related information to clients and federal and state agencies within days and without any changes to internal systems and existing processes. With Taxport, time spent reformatting tax data is eliminated. We accept current and historical tax detail data in any format. This is especially valuable when you are collecting data from multiple business units or divisions all using their own underlying financial systems.

IRS-approved format offers 100% transparency – and 100% confidentiality.

All imported data is automatically checked against regulatory requirements and validated for compliance, eliminating hours of sifting

Taxport. All you need for all your 1099 reporting – all year round.

You can cut penalty costs and hours of staff time by using Taxport’s TIN compliance capabilities for 1099 reporting activities throughout the year. Our clients can automate and create transparency around TIN substantiation due diligence with solutions that:

• Check all recipient records against the

IRS database.

• Fully manage and track the W-9

solicitation process.

• Mark precisely which recipients require

backup withholding.

If you have withholding to report we can help you find out what to report to whom. So you can track withheld amounts, remittance schedules and streamline the withholding reconciliation process.

A win-win-win-win situation.

• Risk management wins because all filing

formats are compliant and due diligence is

completely transparent, decreasing the risk

of an IRS audit.

through and correcting records. Data is stored at Convey’s SAS 70 Type II certified data center, and all of Convey’s systems and processing activities meet ISO27001 certification. So you can be confident that all confidential tax detail information is completely secured using the most rigorous industry best practices for information security management. Once imported, stored and translated to IRS-approved formats, forms and tax detail information become transparent and easily presentable for financial analysis, auditing, and presentation to customers and vendors. As your central repository for detail tax information, we can ensure that only appropriate users have access to sensitive tax detail. Taxport features completely configurable security and authorization rights that allow organizations to specify which users can read or edit information.

• IT wins because all annual activities to

update software, cleanse data from financial

systems, and maintain tax system hardware

and software are eliminated.

• Finance and customer service win from

Taxport’s clear and intuitive transaction

data viewing capabilities, allowing for

easy presentation and analysis.

• Tax and operations departments win

thanks to Taxport’s automation capabilities.

So stressful late nights and weekends spent

trying to manually make filing deadlines

are over.

And, bottom line: You win.

Our clients routinely see:

• 50% cuts in their total tax information

reporting workload.

• 80% cuts in B-notices.

• 75% cuts in workload for printing

and mailing.

• 30% cuts in form count.

As well as hundreds of hours saved that can be reallocated to core business projects.

Before.Internally managed systems

lead to costly duplication.

After.The Taxport system

provides efficient

consolidation.

T a x p o r T TM

Collecting and protecting all vital data. No system change. No reformatting. No downtime.

Taxport offers the most flexible data import capabilities. So you can import, process and provide tax forms and related information to clients and federal and state agencies within days and without any changes to internal systems and existing processes. With Taxport, time spent reformatting tax data is eliminated. We accept current and historical tax detail data in any format. This is especially valuable when you are collecting data from multiple business units or divisions all using their own underlying financial systems.

IRS-approved format offers 100% transparency – and 100% confidentiality.

All imported data is automatically checked against regulatory requirements and validated for compliance, eliminating hours of sifting

Taxport. All you need for all your 1099 reporting – all year round.

You can cut penalty costs and hours of staff time by using Taxport’s TIN compliance capabilities for 1099 reporting activities throughout the year. Our clients can automate and create transparency around TIN substantiation due diligence with solutions that:

• Check all recipient records against the

IRS database.

• Fully manage and track the W-9

solicitation process.

• Mark precisely which recipients require

backup withholding.

If you have withholding to report we can help you find out what to report to whom. So you can track withheld amounts, remittance schedules and streamline the withholding reconciliation process.

A win-win-win-win situation.

• Risk management wins because all filing

formats are compliant and due diligence is

completely transparent, decreasing the risk

of an IRS audit.

through and correcting records. Data is stored at Convey’s SAS 70 Type II certified data center, and all of Convey’s systems and processing activities meet ISO27001 certification. So you can be confident that all confidential tax detail information is completely secured using the most rigorous industry best practices for information security management. Once imported, stored and translated to IRS-approved formats, forms and tax detail information become transparent and easily presentable for financial analysis, auditing, and presentation to customers and vendors. As your central repository for detail tax information, we can ensure that only appropriate users have access to sensitive tax detail. Taxport features completely configurable security and authorization rights that allow organizations to specify which users can read or edit information.

• IT wins because all annual activities to

update software, cleanse data from financial

systems, and maintain tax system hardware

and software are eliminated.

• Finance and customer service win from

Taxport’s clear and intuitive transaction

data viewing capabilities, allowing for

easy presentation and analysis.

• Tax and operations departments win

thanks to Taxport’s automation capabilities.

So stressful late nights and weekends spent

trying to manually make filing deadlines

are over.

And, bottom line: You win.

Our clients routinely see:

• 50% cuts in their total tax information

reporting workload.

• 80% cuts in B-notices.

• 75% cuts in workload for printing

and mailing.

• 30% cuts in form count.

As well as hundreds of hours saved that can be reallocated to core business projects.

Before.Internally managed systems

lead to costly duplication.

After.The Taxport system

provides efficient

consolidation.

So do half the top Fortune 20 companies. That’s why they use Taxport. TM

Few companies would argue the benefits of using a third-party for payroll. Yet many of those same companies dedicate untold staff hours, overtime and hundreds of thousands of dollars in maintenance on 1099 reporting. A generic process which adds nothing to their growth plan. And trying to manage the process internally may expose them to unnecessary risk. A simple filing error or sending out a single bad form could trigger a costly IRS audit or a customer service nightmare. But more and more companies have learned that there is a better way.

The most comprehensive on-demand 1099 reporting system is also the easiest to implement.

As the industry leading Software-as-a-Service solution, TaxportTM satisfies all federal, state and U.S. territory filing requirements. Our system can be configured and ready to use within days with a 99.9 percent uptime guarantee. So you can access Taxport features anytime and anywhere with no maintenance. Because, software or hardware, it’s all handled by Convey.

There are 43 steps in 1099 reporting. We think that’s 39 steps too many.

T a x p o r T TM

Faster. Easier. Even greener.

Taxport is faster. You don’t have to waste time chasing down data detail – it’s all right there at your fingertips. Taxport is easier. Our automated request and approval process makes corrections to forms simple and shortens turn-around times.

When it comes time to send 1099’s or any other forms, you can go totally “green” with our online eStatement capability. And for printing and mailing nobody can help your budget like Taxport. We exponentially reduce costs by consolidating multiple form types to a single recipient into one compliant and easily understandable tax statement.

No other 1099 processing system cuts it like Taxport.

Taxport offers complete:

• Reporting capability. For 1099, 1098,

5498, W-2, 1042-S, Puerto Rico and

Canadian forms.

• Adaptability. Accepting all financial

data formats.

• Security. Automated software updates

and industry best practices for

information security.

• Reliability. Trusted by thousands of

companies large and small. (Including half

the Fortune 20.)

• Peace of mind. Knowing you’ve met

the standards of all Federal and State

tax agencies.

To receive more information:

Contact us at 1.800.373.3366,

or 319.378.5871. Or visit our

Web site at www.stoneriver.com

to see how much time and money

you can save with Taxport.

More problems.

Fewer problem solvers.

“We’re seeing a shortage

of people entering the

[tax] profession…a lack of

people with the in-depth tax

accounting and financial

reporting expertise needed

[to make] significant process

improvements and changes.”

Deloitte IRS Insights: 1/09

Why so many companies have switched to Taxport• Substantial cost/time savings • Low-effort implementation • Assured compliance • Complete security • Improved customer relations • Guaranteed reliability

©2010 Convey Compliance Systems, Inc.

Stone Rvr-Taxport 4pg_8.25B.indd 1 8/27/10 7:56 AM