b'TERMS & CONDITIONS 2023 IRS General Information TAX FORM CHANGESGOVERNMENT APPROVED TAX FORMS POSTEDFORM OR REV2023 IRS TAX FORM CHANGES 1. MULTI-STATE RESALE CERTIFICATE: We must have a valid Sales & Use Tax Certificate on file in order to be in compliance1042-S 12/20/22 No Reprograming necessary. Minor verbiage changes on backers to include text additions, text deletions, year updates, and date changes.with all tax laws. If ComplyRight drop ships product on your behalf to multiple states, we will need the certificates that 1094-C 10/14/22 2023 forms expected to be released in Q4.are applicable for all states we drop ship to. 1094-C 10/14/22 2023 forms expected to be released in Q4.1095-B 10/14/22 2023 forms expected to be released in Q4.2. MINIMUMS: $25.00 minimum-net per shipment and per location, plus shipping (excluding rush charges). 1095-C 10/14/22 2023 forms expected to be released in Q4.3. RUSH SERVICE: All rush orders received by 7:00 A.M. (EST)/ 10:00 A.M. (PST) will be shipped same day. 1096 4/17/23 Reprogramming necessary. Checkboxes in Box 6 repositioned & reformatted. Minor verbiage changes to include text additions, text deletions, year updates, and date changes.In addition to shipping cost, a $30.00 Premium Service Rush Charge will be billed for stock forms per shipping address. 1097-BTC 12/19 Revision Reprogramming necessary. "20__" removed from calendar year box.4. RETURNS: Absolutely NO unauthorized returns. Authorized returns will be issued with a minimum restock fee of 25% of1098 01/22/22 Reprogramming necessary. "20__" removed from calendar year box.product cost, excluding shipping charges. Returns only accepted within 30 days of invoice date through December 31st1098-E 11/2/22 No Reprograming necessary. Minor verbiage changes on backers to include text additions, text deletions, year updates, and date changes.2023. Prior approval and return goods (RG) number must be obtained before returning stock. Absolutely no returns after1098-MA 09/19 Revision Reprogramming necessary. "20__" removed from calendar year box.December 31st 2023. 1098-T 11/2/22 No Reprograming necessary. Minor verbiage changes on backers to include text additions, text deletions, year updates, and date changes.1098-Q 12/19 Revision Reprogramming necessary. "20__" removed from calendar year box.5. UNDELIVERABLE RETURNS: Package carriers charge return freight on shipments that are undeliverable or have been1099-A 01/22 Revision Reprogramming necessary. "20__" removed from calendar year box.refused by consignee. Due to this policy, ComplyRight will be charging returned freight charges on all packages refused byReprograming necessary. Copy C discontinued. Minor verbiage changes on backers to include text additions, text deletions,your customer or deemed undeliverable due to inadequate or incomplete address. The cost of the returned freight will be1099-B 12/08/22 year updates, and date changes.the same as the original freight charged on the order. 1099-C 01/22 Revision Reprogramming necessary. "20__" removed from calendar year box.6. ADDRESS CORRECTIONS: All shipments with incomplete or inaccurate addresses resulting in address corrections will be1099-DIV 01/22 Revision Reprogramming necessary. "20__" removed from calendar year box.charged an address correction fee of $18.50 per carton. Additional delivery fees will apply if shipment requires a reroute of1099-G 01/22 Revision Reprogramming necessary. "20__" removed from calendar year box.shipment due to change of address, intercept request and/or delivery for future date. REDIRECTED DELIVERY: All requested1099-INT 01/22 Revision Reprogramming necessary. "20__" removed from calendar year box.UPS redirected deliveries will be charged $16.00 per carton, if we are able to have the delivery redirected successfully. 1099-K 03/22 Revision Reprogramming necessary. "20__" removed from calendar year box.1099-LS 12/19 Revision Reprogramming necessary. "20__" removed from calendar year box.7. RESHIPMENTS: Reshipments will ship same method as original order. Our liability is limited to the replacement of forms1099-MISC 01/22 Revision Reprogramming necessary. "20__" removed from calendar year box.only. We will not issue credits on duplicated orders. All claims must be made within 30days. NO credit will be issued on1099-NEC 01/22 Revision Reprogramming necessary. "20__" removed from calendar year box.reorders due to freight delays (i.e., Weather, Acts of God, etc.).Reprograming necessary. Minor border shifts to replace year w/ form name. Added revision date to box and at bottom next to form 8. CANCELLATIONS: No cancellations are accepted after an order has shipped! A cancellation is void if it reaches us after1099-PATR 12/5/22 number. Added new box with calendar year fill-in. Minor verbiage changes on backers to include text additions, text deletions, and the merchandise has shipped.replace wording of form year with current year. "20__" removed from calendar year box.Reprograming necessary. Minor border shifts to replace year w/ form name. Added revision date to box and at bottom next to form number. Added new box A $10.00 fee will be applied when canceling an order after 24hrs of submitting if order has not been shipped. 1099-R 12/1/22 with calendar year fill-in. Moved 2nd TIN not. box to be under FATCA filing requirement box and lowered Account number box to align with 2nd TIN not. box. Minor verbiage changes on backers to include text additions, text deletions, and replace wording of form year with current year.9. TERMS: Our terms are net 30 days from date of invoice.1099-S 01/22 Revision Reprogramming necessary. "20__" removed from calendar year box.1099-SB 12/19 Revision Reprogramming necessary. "20__" removed from calendar year box.10. NEW ACCOUNTS: All orders will be shipped Cash In Advance (Check, M/C, Discover, VISA, American Express accepted) until 5498 11/25/22 No Reprograming necessary. Minor verbiage changes on backers to include text additions, text deletions, year updates, and date changes.a line of credit is established. Credit checks begin after receipt of application. W-2 12/6/22 No Reprograming necessary. Minor verbiage changes on backers to include text additions, text deletions, year updates, and date changes.W-2 VI 12/14/22 Reprograming necessary. Copy D discontinued. Minor verbiage changes on backers to include text additions, text deletions, year updates, and 11.SHIPPING: All shipments F.O.B. from our nearest warehouse with stock available. WE ARE NOT RESPONSIBLE FORdate changes.SHIPPING DELAYS ONCE THE FREIGHT HAS LEFT OUR WAREHOUSE. Allow 12 business days on stock orders; 710W-2AS 12/5/22 Reprograming necessary. Copy D discontinued. Minor verbiage changes on backers to include text additions, text deletions, year updates, and working days on imprinted form orders and additional time for larger quantities. date changes.W-2C 08/14 Revision Current Format of Form up to date since last Revision12. All Orders received on Saturday will be processed as though r eceived on Monday. W-2G 01/21 Revision Reprogramming necessary. "20__" removed from calendar year box.13.FORMATS: Its important that your customer indicates their required format. Samples for test runs are available at noW-3 11/17/22 No Reprograming necessary. Minor verbiage changes on backers to include text additions, text deletions, year updates, and date changes.charge. For samples, order early to allow time for transit as these are shipping from CA warehouse only! W-3C 11/15 Revision Current Format of Form up to date since last RevisionW-3SS 12/13/22 No Reprograming necessary. Minor verbiage changes on backers to include text additions, text deletions, year updates, and date changes.NOTE: This document was last updated on: Wednesday, April 26, 202362 63'