Print & Mail Assistant (PMA) is an add-on service that sends paper copies of your W-2s and 1099s to employees and recipients by USPS® First-Class Mail®.
If you’re already eFiling to the IRS and Social Security Administration, adding Print & Mail Assistant completely eliminates the need for forms, envelopes, stamps and trips to the post office. Send your taxes everywhere they need to go without leaving your desk.
What’s included with Print & Mail Assistant
PMA includes printing & postage for your 1098, 1099 & W-2 forms.
You can add Print & Mail Assistant to any order, even if you’re filing by paper with our Adams Tax Kits or other forms. (You’ll have a few extra recipient copies in the pack you don’t need, so consider eFiling next time!)
No list is too large or too small for Print & Mail Assistant.
Step 1. Select the eFile tab
When you’ve entered your data into the Tax Forms Helper and you’re ready to file (even if by paper), click the dark blue eFile tab on the far right of the menu.
If this is your first time visiting the eFile page, you’ll view and accept the license agreement in our eServices Affidavit. Please initial and date to continue.
You’ll arrive at the eServices Welcome Page. Click “Continue”.
Step 2. Select your form type
You’ll notice new tabs on the eFile menu bar. Select the type of form you’re ready to submit to Print & Mail Assistant. For our example, we’ll send W-2s.
Step 3. Select your services
The prices for eFile and Print & Mail Assistant are provided in the gray pricing box at left.
Place a checkbox next to Print & Mail Assistant. If you haven’t already eFiled federal forms, and state eFile is available, you’ll see those options as well.
TIP: If you plan to eFile federal and state forms, it’s easiest to do so now. eFiling later in a separate transaction will require several extra steps.)
Make your PMA selection for all of your employees and click “Proceed”.
If you’re not ready to submit everyone at once, just select the forms that are ready to go and come back later to select the remaining employees.
Step 4. Review your order
Tax Forms Helper will show your order details before you checkout. You’ll see a complete list of your selected services at the top of the page.
Just enter your payment information and click “Continue” to proceed.
Step 5. Submit your PMA order—no revisions beyond this point!
Are you ready to send your employees and recipients their copies?
Click “Confirm Purchase” if your confirmation page looks correct.
Or click the “Return to Payment Information” link to make changes.
Once your Print & Mail Assistant order has been completed, the Tax Forms Helper status indicator will show the mail date listed for your employee and recipient copies. You can check back at any time to confirm your print & mail status.
Important Print & Mail Deadlines
Print & Mail Assistant filings must be completed before 7 pm Eastern on the final filing date for each period to meet the postmark deadline.
PMA is only available between December 1, 2022 and March 13, 2023, 7 pm EST. No mailings, refunds or rollovers beyond these dates.