Tax1099 Features & Integrations | Experience The Best Service

Features & Integrations

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

Tax1099 Secured PlaformSecurity

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. Data security in the digital age means constantly adding to security measures. Tax1099 is proud to present an array of security features. We use 256-bit, bank-grade encryption to keep your data safe. This is the same level of encryption used by banks and the military. We undergo a SSAE-16 Type II audit each year. We grant a third-party auditor access to our platform, and use the auditor as a resource for the most up-to-date security tips and tricks. We offer IRS-suggested features, such as TIN masking and two-factor authentication. We'll continue to prioritize data security. Your information is yours - we intend to keep it that way.

Two Factor Authentication on Tax1099Two Factor Authentication

With two-factor authentication, you’ll be able to protect your account with both your password and your phone. This is an optional, additional security measure for your Tax1099 account.

Single Sign-onSingle sign-On

Access all of your payers or companies under one login. You can file any of our form types for any payer you choose from one account. Simply create multiple payer profiles, or import your data to begin.

Tax1099 - Form-w9 Notice Management

Combat the time-consuming confusion of compliance with our guided notice management tool. Organize your communication with the IRS and other involved parties with our notice management dashboard.

New for tax year 2018, Tax1099 now offers a comprehensive tool for managing notices from the IRS, anything from the CP2100/CP2100A for an incorrect TIN to CP136B for a 941 deposit. You can view and customize tasks for handling notices: keep tabs on the research, response, document management, and billing tasks involved in notice management. Add clients, files, deadlines, and notes to your records. We’ll help you prevent headaches and penalties with the Notice Management add-on to Tax1099 Enterprise accounts. Book a demo today!

Rights ManagementRights 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.

Tax1099 Cost

Tax1099 WorkflowWorkflow Management

Manage the filing process by adding users who perform different actions within the process – data entering, data reviewing, approving forms, submitting forms, or any combination of actions.

Tax1099 Manual Data Entry Option

Data entry by a Member User

Tax1099 as Supervisor

Review by a Supervisor

Tax1099 Manage Forms Demo

Approval & eFile by the Admin User

Tax1099 - Form-w9Form 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.

Tax1099 IRS Verified

How is the W-9 form at different from the one that IRS provides?
The forms are identical. Your Tax1099 W-9 forms can be emailed, completed, electronically signed, and returned, all without paper or hassle.

W9 Wendor - Tax1099

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.

Bulk Upload Forms on Tax1099 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.

Tax1099 - TIN MatchTIN 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.

Address Validation

Our service automatically validates the physical addresses of your recipients to ensure the address matches the USPS format.

Schedule Tax1099 DemoScheduled 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, you can schedule the date that your forms are transmitted to the IRS. Scheduling your forms gives you time between when we email/USPS your forms to vendors, and when we send the forms to the IRS. This is useful because your vendors may have edits to make. You can make those changes in Tax1099 before the scheduled date at no extra charge. We automatically schedule your IRS eFile transmission at a week away from when you submit, or by the deadline. You can edit this date to match your preference.

E-file Your Tax Return On Tax1099How do I schedule the eFile?
You can custom-set the date you want your forms to be transmitted to the IRS. Set your eFile scheduled date before you submit your forms, and you'll be able to edit this date later. For example, you can use our default scheduled date of a week after your submission, then edit this date to a day-of transmission after you submit the forms.

Quickbooks Logo

QuickBooks 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 QuickBooks Desktop and Tax1099 in the best way for your situation. Use our helpful questionnaire to determine the best method. 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 QuickBooks Online-Tax1099 integration In response to user feedback sessions, Tax1099 is proud to announce the addition of two-way 1099 data sync between QuickBooks Online and Tax1099. Make edits in either location, and sync the changes back and forth. Connect with us on the QuickBooks Online app store to get started.

Intuit Quickbooks And Tax1099
Xero And Tax1099 Integration


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. We now offer Xero PDF imports for W-2 forms, as well. Get started from Xero.

We offer a fluid integration with Bill. Sync edits back to your source data. Tax1099 loves 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, then connect with Tax1099 through the App Center.

Entrata Logo


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!


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!

FreshBooks Tax1099 Integration
Tax1099 And Intact Integration

Sage Intacct

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


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 And Zoho Books Integration
Tax1099 And Excel Integration


Use your own template with our user-friendly, on the fly headers field mapping feature. Upload your Excel sheet, and use our on-the-fly field mapping feature. You can also use our Excel import templates for any form type, including 1099 series and W-2 forms. Excel sheet can be uploaded for performing bulk TIN matches and/or sending bulk W-9 requests.

BQE Core

Import essential 1099 payer and vendor data with our BQE Core Integration. Tax1099 is directly integrated with BQE Core, the project management workflow and accounting platform, allowing users to sync BQE Core data to the Tax1099 platform in order to facilitate the eFiling of 1099 forms. BQE Core users can also use Tax1099 to collect forms such as W-9s and verify TINs with the IRS database. Within BQE Core, customers have the ability to identify vendors and contractors as 1099 eligible to guarantee that they will be pulled over to Tax1099.

Tax1099 And  BQE CORE Integration
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Seamlessly pull data from your AccountingSuite profile into Tax1099 to eliminate manual entry. Our integration with AccountingSuite allows their customers to import their 1099-MISC and 1099-NEC data to Tax1099 through a streamlined integration. Users can log in to AccountingSuite via Tax1099 and import 1099-eligible payer, vendor, and payment data. This eliminates manual entry and cuts down on filing time. AccountingSuite users can also send and collect digital W-9s and use the TIN-matching feature to verify vendors’ SSNs or EINs.