1099 printing, 1099 mailing, & 1099 electronic filing services for Forms 1098, 1099, W-2, W-2G, 1042-S, 941, 944, 940 | TIN Match | W-9
Features & Integrations

Experience the best-in-class Features and Integrations with Tax1099, two-time winner of the Accountex User Favorite award.

    Security

Protect confidential information with 256-bit bank-grade security. Two-factor authentication helps to prevent access to your data.

We take the security of your confidential data seriously. In order to keep the information secure, we encrypt it on our servers and whenever it may be exposed. Our hosting has passed SSAE-16 Type II certification.

On our site, we protect data with 256-bit bank-grade security. Two-factor authentication helps to prevent access to your data by a hacker who may have stolen your password. Contact us with any questions relating to security.

    Scheduled eFile

You can create your recipient copies immediately and delay the eFile until March 31. You can also make any changes you require before you eFile with no additional costs.

With scheduled eFiling, even if you aren’t able to check TIN and name combinations before creating the forms, you can check with them and update the information before the eFiling occurs. That gives you several weeks to contact any vendors with mismatched data before eFiling.

How do I schedule the eFile?
While selecting the forms to create during check-out, select the button that says “Schedule All Vendor eFile.” You can also schedule an individual vendor for eFiling by using the schedule button in their actions row. Once you click either button, choose the date you wish the eFiling to occur from the calendar. We send the eFile beginning on 12:01 a.m. EST on the date you select. You can delay the eFiling to as late as March 31st.

    Form W-9

Collect your vendors’ W-9’s online. They update the form and sign electronically, and any changes will automatically apply to their vendor profile.

We will store the W-9 as a PDF on your vendor’s record, so you have easy access to the documentation if you need it in the future. Once you’ve gathered the W-9 information, you can use our TIN Matching service to compare the information provided to the IRS database.

How is the W-9 form at Tax1099.com different from the one that IRS provides?
The forms are identical. However, Ours can be completed online with an electronic signature, which enables your vendor to complete the information as long as they have access to a computer, tablet, or phone, rather than needing a printer/scanner/fax machine or to come to your office in person.

What information do I need in order to send a W-9 to my vendor?
You only need the name and email address of the vendor to request a W-9. If you have the physical address, you can add that as well.

   TIN Match

Avoid B-Notices and penalties of up to $100 per incorrect TIN by proactively matching the Tax Identification Number (TIN) for your filings.

Using our TIN Matching feature, you can easily and quickly identify problems in the information you’ve received from your vendors, enabling you to get back with them and correct the information before you file while saving you time and money.

   Single sign-On

Access all of your Payers or companies under one login. You can file 1099-MISC, W-2, W-2C, 1098, 940/941/944, and more, all from the same account.

   Rights Management

Create additional users and assign specific rights to them. Allow other users to enter, review, and even approve the work of other staff. Add as many users as you need at no additional cost beyond the annual fee of $249.

We have built the Rights Management tool to work with our Workflow Management and allow accounting firms or enterprise users to move their paper process to an electronic format. While some firms may need to set up two or three stages in their process, others may have more complicated processes that requires multiple levels of approval. We can accommodate any of those scenarios.

How much will Rights Management cost?
Rights Management and Workflow Management costs $249 annually. The price also includes 250 TIN Matches and lowers the standard fee of TIN Matching to $0.50 per TIN Matching after the first 250.

   Workflow Management

Manage the filing process by adding users who perform different actions within the process – data entry, review, approve, submit, or any combination of actions.

Data entry by a Member User

Review by a Supervisor

Approval & eFile by the Admin User

    Address Validation

Use our service to validate the physical addresses of your recipients before mailing forms to ensure the address matches USPS format.

    Bulk W-9

Solicit W-9’s electronically using our Bulk W-9 feature. When you use this, our system securely emails eSignature-ready W-9 forms to your chosen vendors so you can update their information quickly and easily.

   Two Factor Authentication

With Two-Factor Authentication, you’ll be able to protect your account with both your password and your phone.

Stronger security for your Tax1099 Account

Two-Factor Authentication means that if someone has stolen your password, they still can’t get your information unless they have also physically stolen your phone!

Did you know many actions you take online can place your password at risk? Here are some of the ways you can have your password stolen:

  • Using the same password on more than one site

  • Downloading software from the Internet

  • Clicking on links in email messages

Two-Factor Authentication (TFA) can help keep bad guys out, even if they have your password

Quick Books Desktop


Find out why Intuit chose Tax1099 as their preferred partner for QuickBooks Desktop 1099 eFiling. Tax1099 offers multiple methods for QuickBooks desktop users to import their data, to ensure that you connect QBD and Tax1099 in the best way for your situation. If you have one company’s information to import, use our web connector to pull over your information. If you have multiple companies’ information, install our plugin for multiple imports. If you’ve already exported your data to Excel, you can upload your information by formatting to our Excel template. Sign up, or login to your Tax1099 account to get started.

QuickBooks Online




Experience two-way 1099 data sync with our enhanced QBO-Tax1099 integration. In response to user feedback sessions, Tax1099 is proud to announce the addition of two-way 1099 data sync between QBO and Tax1099. Make edits in either location, and sync the changes back and forth. Connect with us on the QBO app store to get started.

Xero


We are tightly integrated with Xero. Sync 1099 information back and forth. Our Xero integration has expanded to include a two-way 1099 information sync. Updates that you make in Tax1099 can be synced back to your source data in Xero. Simply map your tax data in Xero, and select Tax1099 as your eFile service.

Bill.com



We offer a fluid integration with Bill. Sync edits back to your source data. Tax1099 loves Bill.com. We have boosted our integration capabilities to include a two-way data sync for 1099 information. This responsive integration makes accountants’ lives easier. Prepare your 1099 information in Bill.com, then connect with Tax1099 through the App Center.

Entrata


We import from Entrata. Connect with Tax1099 for a seamless integration. Tax1099 integrates with Entrata to pull over your 1099 information. After importing, you’ll be able to view, edit, and submit your forms to the IRS. Your import begins from Tax1099, so log in to Tax1099 to get started!

Fresh books




We connect with FreshBooks. Pull data with a single click. Bring your 1099 tax information from FreshBooks to Tax1099. You can review your information after importing, to ensure that all your information is correct. Tax1099 also auto-checks for complete information and address validations. Begin your import from Tax1099 by logging in to get started!

Intacct


Import 1099-qualified vendors and payments from Intacct to Tax1099. Set up and preview your 1099 information in Intacct. When you’re ready to import, login to Tax1099. You’ll be asked for your Intacct login credentials, and we’ll pull your information into our database.

Zoho




Initiate your Zoho Books import to Tax1099. View and edit your form results. Your data pulls directly from Zoho Books to Tax1099. The import process begins in Tax1099, so log in to your account to get started. You’ll enter your Zoho Books login credentials, and you’ll continue to eFile.


Tax1099.com easy to use Excel/CSV template allows you to import your 1099-qualified vendors and payments. Tax1099.com’s easy-to-use Excel/CSV template allows you to import your 1099-qualified vendors and payments. Don’t have time to stick to our preferred Excel/CSV template? Use your own template with our user-friendly, on the fly headers field mapping feature. Using our Excel Import templates, you may also load your vendors separately to perform a bulk TIN match or send a bulk W-9 request.

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