Member Tax Forms

New in 2017, members will be able to access their tax forms online via It’s Me 247, just like they do with regular member statements! For a small fee of $500/year you can sign up with the CU*Answers Imaging Solutions team, who will put your members forms online, as well as make them available to staff in CU*BASE.

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A Simple and Affordable Way to Add Value for Members

Frequently Asked Questions

Who can sign up?
This is available to anyone utilizing CU*Spy for hosting their member statements or anyone who hosts their own statements and also leverages CU*Answers Imaging Solutions release management service.
When will tax forms be placed online?
When forms are available to send to the print vendors, they will also be placed online. This happens in late January with the exception of the 5498s, which are placed online at a later date. 1099MISC forms will not be available online.
I use eDOC to provide tax forms on my in-house server today. Can I use this instead?
Sure! If you’re subscribed to Imaging Solutions release management service, we’ll not only put them online for your members, but we’ll import them into your server. That’s a savings of $700 over eDOC’s 2015 pricing! Not subscribed to release management? Contact us to sign up and we’ll waive the fee for tax forms for the first year!
How long will you retain the forms online for members?
The forms will be accessible to staff and members for three years.
When and what forms?
The forms will be placed online when they become available to send to your print vendors. That happens mid-late January with the exception of 5498’s which are created in May. The following forms will be available to view:

  • 1098
  • 1099-C
  • 1099-R
  • 5498
  • 1098-E
  • 1099-INT
  • 1099-SA
  • 5498-ESA
  • 1099-A
  • 1099-Q
  • 5498-SA

NOTE: 1099-MISC forms will not be available online. It is not possible to display only certain types of tax statements or to shut off tax statements for individual members. When turning on tax forms it will be all tax forms listed for all members.

What does this service cost?
The price is $500 per year and is billed annually until your credit union elects to discontinue the service.

Ready to get started?

   

Sign up for Online Tax Forms Today!


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Updated
March 8, 2017

ProDOC Upgrade coming on 6/20

ProDOC Upgrade coming on 6/20

On the morning of 6/20/17, ProDOC 7.3.5.19 will be released to CU*Spy Images clients utilizing eDOCSignature for eSigning.  This update addresses the previously discovered problem of eSign documents failing to complete. When your staff launches ProDOC, they will be prompted to upgrade.  Clicking ‘Yes’ will start the upgrade, then restart ProDOC when it’s complete.  If… Read more »

Jun 19, 2017

Secure Your Records with MyCorporateVault from CU*Answers Imaging Solutions!

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MyCorporateVault locks confidential corporate documents and protects sensitive data from physical loss and damage, as well as unauthorized disclosure or modification. MyCorporateVault allows you to customize your users and groups for a complete, secure management system.  Scanning in your documents directly or importing existing electronic documents is a simple process; you can manage contract renewals,… Read more »

May 16, 2017

Save Time for Members, Close Loans Faster with eSignatures!

Save Time for Members, Close Loans Faster with eSignatures!

With eSignatures from CU*Answers Imaging Solutions, your members can enjoy the convenience of signing documents anywhere through their smartphones and mobile devices.  Signed documents will be archived in the CU*Spy vault, just like when you capture signatures in your branches. This service is available for free to all CU*Spy online vault users, with just a… Read more »

May 12, 2017

Save Time for Members, Close Loans Faster with eSignatures!

Save Time for Members, Close Loans Faster with eSignatures!

With eSignatures from CU*Answers Imaging Solutions, your members can enjoy the convenience of signing documents anywhere through their smartphones and mobile devices.  Signed documents will be archived in the CU*Spy vault, just like when you capture signatures in your branches. This service is available for free to all CU*Spy online vault users, with just a… Read more »

Apr 27, 2017

Online and In-House Imaging Strategies from CU*Answers

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The CU*Answers Imaging Solutions Team has crafted solutions to fit the needs of your credit union’s core processing tools and make imaging strategies at any level an integral part of your day-to-day operations. Online Imaging Strategy Not yet using an Imaging Solutions Strategy, but looking to get started?  Our online strategy is a hosted solution… Read more »

Mar 7, 2017

Join Us for the Imaging Solutions Roundtable!

Join Us for the Imaging Solutions Roundtable!

ATTENTION: Imaging Solutions Release Management Subscribers Let’s get together and discuss Imaging Solutions’ Release Management service and all things imaging! Don’t forget to sign up with the link below!  We strongly encourage those in the local area to attend this roundtable event in person. Thursday, February 23 9 AM – 3 PM CU*Answers 6000 28th St SE,… Read more »

Feb 14, 2017

Join Us for the Imaging Solutions Roundtable!

Join Us for the Imaging Solutions Roundtable!

ATTENTION: Imaging Solutions Release Management Subscribers Let’s get together and discuss Imaging Solutions’ Release Management service and all things imaging! Thursday, February 23 9 AM – 3 PM CU*Answers 6000 28th St SE, Grand Rapids MI 49546 Reserve Your Seat  This is an in-person event, however, a web conference has been arranged to include participants that… Read more »

Jan 17, 2017