Tax1099 Integration With Sage Intacct

Tax1099 offers year-round eFiling, prior year eFiling, corrected forms, and more. With a single click, you can sync your vendor information and payment from Sage Intacct to Tax1099. Tax1099 provides bank-grade security, vendor compliance, rights management, a variety of forms, and manual or import entries.

How to set up vendors and contractors

To add a vendor, follow the steps below:

Log into your Sage Intacct account
Navigate to the “Applications” drop down menu at the top left
Select “Accounts Payable” > “Vendors”
Fill out the required information
Click “Save” at the top right

How to pay vendors and contractors

To pay a vendor, follow the steps below:

Navigate to the “Applications” drop-down menu at the top left
Select “Accounts Payable” > “Bills” > “Pay bills”
Fill out the payment details
Click “Pay now” at the top right

How to get info from Sage Intacct to Tax1099

To sync data from Sage Intacct into Tax1099, follow these steps:

Log into your Tax1099 account
Navigate to left side menu > click “Import” > “Intacct”
Under “Enter Your Intacct Login Information,” select the tax year and 1099 data to import
Enter the company ID, user ID, and password > click “Next”
Review the information provided. Solve any red or yellow dots shown
Click “Next” once the dots are green
On the next page select the “Schedule All Vendor E-File” button to choose the date to send the information to federal agencies
You can also select the delivery method: “UPSS Mail” or “Email Recipient”
If you want to print the forms, do not select a delivery method
The “TIN Match” button will prevent penalties from mismatching from payer ID and name combinations
Select the vendors you want to create forms for > click “Next”
On the next page, enter your payment details > click “Pay Now”
You will be sent a confirmation email and a receipt for your payment
Email copies will be sent out soon as possible and mail copies will be sent in 24 hours. You may check the status in your Tax1099 dashboard.