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Tax1099 Integration With Zoho Books

November 24, 2020

Tax1099 integrates with Zoho Books to easily sync your vendor and payment information. Tax1099 offers year-round eFiling, prior year eFiling, corrected forms, 1099-NEC, 1099-MISC and other Fed/State forms. It also provides bank grade security, vendor compliance, rights management, variety of forms, and manual or import entries.

How to set up vendors and contractors in Zoho Books

Follow these steps to create vendors individually:

Log into your Zoho Books account
Navigate to CRM
At the top right of the page > select “+”
Click on “Vendor” from the drop down menu
Fill out the information required
Click “Save”

Follow these steps to clone a vendor:

Log into your Zoho Books account
In CRM, navigate to the vendors tab
Select the vendor you want to clone
In the vendor details page click “Clone”
In the clone vendor page, modify the required details
Click “Save”

How to pay contractors

You’ll need to set up a payment gateway to make online payments:

Log into Zoho Books
Click the gear icon on the top right > “Integrations”
Choose “Online payments”
Choose one of the options provided
Fill out our payment information and submit

How to get info from Zoho to Tax1099

First, you’ll need to check the tracking and rules on Zoho Books. To do this, follow the steps below:

Log into your Zoho Books account
Navigate to the menu on the left > go to “Reports”
Scroll down to the “Taxes” section > select “1099 Report”
Select the year
Map the expense accounts in Zoho Books with where it should display on the 1099 form
Select “Generate Report”
The report with popup at the bottom of the page
Provide any missing information and confirm the information is correct

Tax1099 And Zoho Books Integration

After you have verified the information in Zoho Books, go to Tax1099 to sync the information

Follow these steps to pull the data from Zoho Books to Tax1099:

Log into your Tax1099 account
Navigate to the menu on the left > select “Import” > “Zoho Books”
Select the tax year > click “Next”
Review the information provided. Click on “Download Error List” to view all the errors that need to be fixed
Solve all the errors to eliminate the red and yellow dots
You can select multiple recipients (by checking the box on the left for recipient), all payments for the payer (check “Zoho-Tax 1099” box), and use the “Apply to Selected Recipient” option to change multiple box numbers
When the updates are complete, you can export to excel or select the applicable payers to import
Once on the payment page, enter your payment information
A confirmation email will be sent to you email with a receipt of our payment

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