RFMS Virtual Accounting E-Filing Services – RFMS Help Desk

RFMS Virtual Accounting offers E-Filing Services to help businesses prepare and submit their year-end forms accurately and on time. This service supports both U.S. and Canadian clients.

Review this article when you’re considering RFMS Virtual Accounting to handle year-end form generation and e-filing for W-2s, 1099s, T4s, and T5018s.

What the Service Includes

Depending on your country and payroll configuration, the RFMS Virtual Accounting team can assist with:

Generating government-required year-end forms using your RFMS data
- U.S.: W-2 and 1099 forms
- Canada: T4 and T5018 forms
Reviewing data for accuracy before submission
Preparing and organizing e-file files for upload to the appropriate government portals
Providing PDF copies of your forms for review and distribution
Guiding you through the upload process within your own government accounts

What You’ll Need Before Scheduling

Before your sessions can begin, confirm that you have:

Active government e-filing accounts:
- U.S.: BSO (for W-2s) and IRIS (for 1099s)
- Canada: CRA My Business Account and/or Revenu Québec My Account for Businesses
Installed and updated HR or AP modules in RFMS
Verified payroll and supplier data for the year being filed
Adequate time scheduled for your review sessions

For details on setting up required accounts, see E-Filing Account Requirements: U.S. and Canada.

How the Process Works

Contact Your CSM to Enroll
Once enrolled, you’ll receive a checklist and your assigned consultant’s contact information.
Participate in Guided Sessions
Typically, three joint sessions are scheduled:
- Session 1: Review checklist and verify data
- Session 2: Generate and review your W-2/1099 or T4/T5018 forms
- Session 3: Finalize and submit the e-file data through your government accounts
Complete Distribution
After submission, distribute printed or electronic copies of the forms as required by law.

Important Notes

RFMS assists—you file.
The Virtual Accounting team helps you prepare and transmit data but does not act as a third-party filer. All submissions are made through your business’s government accounts.
Service availability.
E-Filing Services are available to clients in both the U.S. and Canada during the annual year-end period. Scheduling early is recommended, as availability is limited.
Corrections and resubmissions.
Any post-submission corrections must be handled directly within your BSO/IRIS or CRA/RQ account.

Enroll or Learn More

To schedule your sessions or learn more about RFMS Virtual Accounting E-Filing Services, contact your Customer Success Manager (CSM) or email rfms-sales@cyncly.com .

Doing Things Yourself?

If you plan to e-file forms yourself, see: