Getting started

From download to e-filed in under an hour.

Four steps stand between you and a filed return. Here’s the whole path.

1

Download & activate

Install Magtax 2025 on a Windows workstation and enter your trial or purchased key. The trial and full version are the same build.

2

Import your data

Connect directly to QuickBooks, or load an Excel or CSV file. Magtax maps your recipients and amounts automatically, sailing past QuickBooks’ 800-form and $10M limits.

3

Review & print

Verify totals on screen, then laser-print recipient copies on plain paper or run pre-printed forms. Your data is saved for next year.

4

E-file with the IRS & SSA

Transmit 1099 and W-2 data through IRIS A2A or the Portal. No per-form fees, you file directly with the agencies.

Before you e-file

You need a TCC from the IRS

To transmit electronically you’ll need a Transmitter Control Code (TCC) with the IRS. Apply through the IRS IRIS application, then enter it in Magtax once. We walk you through QuickBooks importing and TCC setup in the More Information guide.

Ready to try it?

Download the trial and follow these steps today.