1099 Forms
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STOCK OPTIONS
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FORM 592-B
Tax Exempt Forms Due
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1098 FORMS
1042 FORMS
480 FORMS
Extension Forms
Form 8027
Form 8868
Form 8955-SSA
5498 Forms
Form 2290
STATE FILINGS
STATE Payroll Forms
STATE ONLY FILING
File multiple returns through bulk upload and import data directly via QuickBooks, Xero, etc.
Manage multiple clients with a single sign-on and reduce operation workload with Tax1099.
Create, validate, schedule, and deliver forms effortlessly from a single platform.
Manage W-9, 1099-NEC, and other IRS forms for gig workers with our intuitive platform.
Verify Payees/Merchants with real-time TIN Matching and efile in bulk with our API.
Import and organize your trading data with our real-time data management.
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Developers of tax software and applications
TAX FORM FILING
Data Import & Management
USER & WORKFLOW MANAGEMENT
Validation & Checks
Tax Transcript
PRINT & DELIVERY
COMPLIANCE & security
ADDITIONAL FEATURES
Integrations
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The A-Z list for tax-related terms & definitions.
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Tools
Import payer, vendor, and 1099 amounts from CustomBooks into Tax1099 and e-file directly through an IRS-approved platform.
Validate TIN and name against IRS records from your vendor records before filing to lower the risk of IRS notices.
Request W-9s from vendors electronically and collect taxpayer information to make 1099 filing prep easier.
Keep responsibilities clear by creating multiple users and assigning role-based permissions for data entry, review, approval, and submission.
Deliver recipient copies through Tax1099’s secure eDelivery portal and track consent to support IRS-compliant electronic delivery.
Enable notice management to store IRS notices, track deadlines, and organize related documents in a single dashboard.
Connect your CustomBooks account directly with Tax1099 and import 1099-eligible data in just a few clicks. As long as your vendor records are set up in CustomBooks, you can connect your CustomBooks account securely, select the appropriate tenant, tax year, and form type, import payer, payee, and payment amounts automatically and once imported, your data is structured, standardized, and ready for review.
Login to the Tax1099 application and choose CustomBooks from the Integration partner page
Connect to your CustomBooks account and allow Tax1099 to import your data
Import payer, payee, and 1099 amounts from your CustomBooks account to the Tax1099 system.
Review and automatically validate the data before proceeding to the next step.
Use the imported and validated data to submit and eFile with the IRS/States.
No credit card required
Keep your tax and financial data encrypted at every step of the eFiling process with our bank-grade SSL encryption. We are built to meet your security expectations and prevent loss of important information.
reduction in operational costs with Tax1099 automation
work hours saved monthly, improving efficiency
“Tax1099 has completely transformed the way we handle tax filings. We can now upload forms in bulk, track their progress in real-time, and ensure everything is filed accurately and on time.”
Senior Tax Manager
“I love how in Tax1099 I can upload the file, walk through the entire process, and easily upload it to the IRS directly... I can see what has been processed and where it's at.”
Senior Manager
years of seamless eFiling integration
reduction in manual processing time through bulk automation
Get in touch with us to schedule a free demo and see our platform in action