Advisor Flipbooks

© SEI 2022 For Intermediary Use Only. Do Not Distribute. 18 D. What are the advantages to electronic only delivery? There are three major benefits to electronic only delivery: Convenient. Clients who register for electronic only are immediately notified when their tax form is available and that they can login to retrieve the document. Secure. There is no longer a mailed envelope containing personal information. Electronically, SEI has security steps in place to protect client's personal account information. Environmentally friendly: Electronic delivery eliminates the need to print documents and use paper. E. Is there a bulk download capability for tax forms? Yes. SPTC provides the ability to download all your client's available tax documents in one file. You will receive one e-mail per bulk file download so if you have multiple clients with a tax form you may get different e-mails through the first quarter since the tax forms will be finalized at different times. F. Is Turbo Tax able to import tax information from SPTC? Yes. In Turbo Tax, the client should select the financial institution name 'SEI Private Trust Company'. The investor can import the information by entering the Document ID found on the tax form. G. Is SPTC capable of importing the tax information into other tax software's? Not directly. SPTC does offer the ability to import into a CSV or Excel format and generally, that file type can be imported into other tax software. H. Is SPTC capable of providing a download of 1099-DIV, 1099-INT, 1099-OID and 1099-B information identified in the Tax Information Statement, for the purpose of electronically populating commercial tax return preparation software? Yes. Once you have logged into the www.SEIAdvisorCenter.com, and have logged into your client's specific account, the following would available. SAMPLE

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