JAT Software - Your Paperless Solution

Case Studies

Clients

Case Studies

  • Major Business Process Outsourcing Firm Turns to JAT for Tax Form Printing, Self-Service Forms & Tax Filing

    Background 
    This Business Process Outsourcing (BPO) firm was looking for a partner who could address their needs for supporting their clients with year-end tax form administration.

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  • Higher Education Institution Delivers 70% of W-2 Forms Through Self-Service

    This University issues 67,000 W-2s annually and has a consent rate of 70% from employees opting to retrieve their forms from the e-PRINTVIEW self-service website.  For active employees, the University implemented a custom Single Sign-On option between their employee intranet portal and e-PRINTVIEW.  Once an employee is no longer active and loses access to the University’s portal, the inactive employee is given a specific set of login and password credentials to access an alternate e-PRINTVIEW website outside the portal.

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  • Manufacturing Organization & Self-Service Pay Stubs with Multi-State Regulations

    Background 
    A Manufacturer operating in 9 states, with multiple pay cycles including Weekly, Semi-Monthly and Monthly, wanted to reduce the costs of printing and mailing Direct Deposit Advices in 2015.  Their major requirements were finding a Pay Stub self-service solution in combination with the implementation of a Pay Card program to eliminate as many forms as possible from the print and mail process.

    Another other major requirement was finding a self-service application adhering to the various state regulations regarding electronic pay stub delivery that would ensure they were legally eliminating printed pay stub delivery.  Unlike consent requirements for W-2s that are defined at the Federal level, pay stub delivery is regulated at the State level.

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  • Payroll Service Bureau Processing for W-2, 1099-MISC & 1095-C Forms

    Background 
    A large national Payroll Service Bureau providing payroll processing and tax filing services to small businesses was desperately in need of a solution for creating thousands of W-2c’s yearly.  Their requirements included installing an in-house solution they could manage themselves, enabling them to load each client’s tax forms on an as-ready basis when the client’s year end production file is reconciled and finalized.

    Additionally, the Bureau has a security policy that does not allow client tax data offsite.  They produce over 800,000 W-2s annually for 45,000 clients.

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  • Large PEO with U.S. & Canadian Operations has Unique Requirements

    Our PEO client for over 14 years grew dramatically through the acquisition of three other large PEOs.  The acquired PEOs support their clients on three different payroll systems than the PeopleSoft platform our Client uses.  JAT was able to process the tax data files from the four  payroll systems and merge them together to provide year end services to all the PEOs and their clients.  In addition, each of the three acquired PEOs provided different and unique services to their own clients and JAT was able to respond to their diverse needs.

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  • W-2c Solution for Healthcare Organization Using Lawson/Infor & JAT’s ADP Tax Services Interfaces

    Background 
    One of the nation’s top ranked hospitals needed a product to interface W-2 and W-2c data with their standalone ADP Tax services.  They produce W-2 data through Lawson/Infor HCM and send tax information to ADP Tax Services for employer filing.

    The hospital issues over 50,000 W-2s annually and generates a large volume of W-2c’s.  They needed a robust year-end tax form solution to import W-2s from ADP Tax into a database, allowing them to easily produce W-2c’s and distribute them to employees.  They also needed a proven export process for transmitting the corrected forms to ADP Tax for employer amended filing.

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  • PeopleSoft Public Sector Client Uses JAT for W-2 and 1099-R Distribution

    This Client was looking for a self-service application to support both their employees and their retiree population.  They wanted a partner who could provide a single website where both types of recipients could retrieve either form using the same Login and Password.  They also wanted a vendor able to accept multiple year-end files from their PeopleSoft system and merge them together on the same website.  Included in their requirements were the IRS Consent process and the ability to print and mail W-2 and 1099-R forms to the employees and retirees who did not opt in for electronic delivery.

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  • Transportation Industry Leader Distributing 70% of Employee Tax Forms Through Self-Service

    Background 
    One of the nation’s largest transportation organizations, with operations in 23 states and over 38,000 employees, wanted a self-service solution for W-2 form distribution.  With the majority of their employees constantly moving about the country, they are focused on providing information and services to them electronically.

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  • Healthcare Organization Using Lawson/Infor Delivers Payroll & Benefits Forms Online

    Background 
    A Healthcare organization contacted JAT in late 2015 with the desire to deliver W-2s, Pay Stubs and 1095-Cs to their employees through a single website as quickly as possible.  They wanted a solution that could capture the employee consent required by IRS regulations for electronic delivery.

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  • High Growth Health Care System Using Lawson/Infor Outsources W-2 Printing & Self-Service

    A Health Care organization had plans to expand their system and grow their employee population.  With their growth, came the need to outsource the printing of their W-2 forms because the effort was becoming too difficult to handle in-house.  They wanted a provider familiar with the Lawson HCM application to help them and turned to JAT for print services.

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