Tax Processing Sales Tax E-Filing Agreement For File Transmissions Form

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Maximum quality in delivering error-free returns

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Maximum satisfaction by electronic filers

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Optimal choices, information and customer service for taxpayers

In order to achieve the stated goals, DOR is committed to communicate the various options available to

taxpayers and to work closely with the Company to make the file transmission marketing plan as successful

as possible.

The Company will provide to DOR a product description in Exhibit A detailing its tax preparation and e-file

services. The DOR, in its sole discretion, may disseminate in a manner that it deems appropriate some or

all this information as a public service to taxpayers and tax professionals. To minimize taxpayer service

requests to the DOR, a hyperlink will be provided to the Company’s website from the DOR public website, if

the standards of this Agreement are met.

B. The Company's Responsibilities.

Before receiving the Department's cooperation, described in section II C below, the Company

must meet each of the following requirements:

1. Present a test acknowledgement from the DOR’s File Transmission process.

2. Comply with the File Transmission Project schemata and technical standards as stated on the following

DOR website:

3. Be in good standing and remain in good standing with DOR with respect to business and personal tax

liabilities. DOR will review business and personal records annually to verify compliance. Company is

required to notify DOR of changes in corporate officers.

4. Maintain an average e-file return acceptance rate of 98% or more. Acceptance rate is defined as the

rate at which returns are accepted as filed with the DOR. If the acceptance rate falls below 98% during

the first 30 days of the Company's implementation, DOR, before terminating the Agreement, will give

the Company a reasonable opportunity to remedy the cause of the problem and achieve an acceptance

rate of at least 98%, providing that Company is exercising due diligence to resolve any problems.

5. Make a reasonable effort to notify DOR in a timely manner of problems impacting the ability of

taxpayers to prepare, electronically file and pay tax returns from the Company's website or using the

Company’s software.

6. Make a reasonable effort to notify DOR in a timely manner of changes to its products’ functions or

features if said functions or features are described on DOR website or in DOR printed materials.

7. Provide information and branding within its product that clearly identifies it as a product of the

Company. In recognition of the mutual benefits resulting from this Agreement, the Company will permit

DOR to use without cost any trademarks or trade names provided to DOR within the limits of this

Agreement.

8. Ensure that Company representatives remain enrolled with accurate e-mail addresses on the DOR

dorsales e-mailing list as described at

9. In handling information provided by taxpayers, the Company will observe the confidentiality

requirements of section 77.61(5)(a), Wis. Stats.

C. The Department's Cooperation with the Company

The Department's cooperation with the Company will consist of the following:

1. Will provide a hyperlink from its public website to the Company's website.

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Tax Processing Sales Tax E-Filing Agreement For File Transmissions Form - State Of Wisconsin Page 3

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