{"id":1413,"date":"2023-08-15T15:47:28","date_gmt":"2023-08-15T15:47:28","guid":{"rendered":"https:\/\/blog.tax1099.com\/?p=1413"},"modified":"2025-07-14T13:18:23","modified_gmt":"2025-07-14T13:18:23","slug":"updates-to-tax1099-august-2023","status":"publish","type":"post","link":"https:\/\/www.tax1099.com\/blog\/updates-to-tax1099-august-2023\/","title":{"rendered":"Updates to Tax1099; August 2023\u00a0"},"content":{"rendered":"\r\n<p>We have updates to Tax1099 that we are excited to share with you. These changes are designed to streamline and enhance what our users already do to file information for payers and their recipients.\u00a0<\/p>\r\n\r\n\r\n\r\n<h2 class=\"wp-block-heading\"><u>Updates to Tax1099 v2.78; v2.79<\/u><\/h2>\r\n\r\n\r\n\r\n<p><strong><u>Enterprise Admins Can Grant Review\/Approve Privileges to Data Entry Users<\/u><\/strong><\/p>\r\n\r\n\r\n\r\n<p>Enterprise users have more control over member user rights than ever before! Our latest update allows Admins to assign review and approve form privileges to their Data Entry Users. <a href=\"https:\/\/zenwork.my.site.com\/SupportTax1099\/s\/article\/1099-Tax-release-notes-enterprise-Can-a-data-entry-user-edit-approved-forms\" data-type=\"link\" data-id=\"https:\/\/zenwork.my.site.com\/SupportTax1099\/s\/article\/1099-Tax-release-notes-enterprise-Can-a-data-entry-user-edit-approved-forms\">Here\u2019s our guide to granting access<\/a>.<\/p>\r\n\r\n\r\n\r\n<p><strong><u>Opt-Out of Unwanted Email Updates<\/u><\/strong><\/p>\r\n\r\n\r\n\r\n<p>Want to prevent endless update emails from us? All users can now opt-out of automated emails related to status updates on form submissions, TIN checks, and other processes. <a href=\"https:\/\/zenwork.my.site.com\/SupportTax1099\/s\/article\/1099-Tax-Release-Notes-Can-I-opt-out-of-emails-from-Tax1099\" data-type=\"link\" data-id=\"https:\/\/zenwork.my.site.com\/SupportTax1099\/s\/article\/1099-Tax-Release-Notes-Can-I-opt-out-of-emails-from-Tax1099\">Find out how to do this here<\/a>.<\/p>\r\n\r\n\r\n\r\n<p><strong><u>Decide When Your Forms Are Submitted To the IRS<\/u><\/strong><\/p>\r\n\r\n\r\n\r\n<p>Our Scheduled Date feature has been upgraded for our Enterprise users. Beginning with the 2023 tax season, those with access can now select their own schedule date for IRS submission related to certain form types (including W2s and 1099-NEC). Our Knowledge Base provides <a href=\"https:\/\/zenwork.my.site.com\/SupportTax1099\/s\/article\/1099-Tax-Release-Notes-Can-I-schedule-all-form-types-and-set-the-schedule-date-as-today\" data-type=\"link\" data-id=\"https:\/\/zenwork.my.site.com\/SupportTax1099\/s\/article\/1099-Tax-Release-Notes-Can-I-schedule-all-form-types-and-set-the-schedule-date-as-today\">step-by-step guidance on this process<\/a>.<\/p>\r\n\r\n\r\n\r\n<p><strong><u>Enterprise Admins Can Now Assign GroupIDs to Member Users<\/u><\/strong><\/p>\r\n\r\n\r\n\r\n<p>Admins in Enterprise can now assign GroupIDs to Member Users; making it easier to task payers and clients to a group of users instead of individually assigning them. More information on this process can be <a href=\"https:\/\/zenwork.my.site.com\/SupportTax1099\/s\/article\/1099-Tax-Release-Notes-enterprise-how-can-I-import-Member-Users-with-Group-ID\" data-type=\"link\" data-id=\"https:\/\/zenwork.my.site.com\/SupportTax1099\/s\/article\/1099-Tax-Release-Notes-enterprise-how-can-I-import-Member-Users-with-Group-ID\">found here<\/a>.<\/p>\r\n\r\n\r\n\r\n<p><strong><u>Remove API Access<\/u><\/strong><\/p>\r\n\r\n\r\n\r\n<p>Did you select API Access in error when signing up or exploring Tax1099? Users can now remove this feature without reaching out to support or clicking multiple pages. Go to Dashboard &gt; API &gt;<\/p>\r\n\r\n\r\n\r\n<p>API Hub and under \u201cRemove API Access\u201d select \u201cDisable API Key\u201d.<\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" class=\"wp-image-1479\" src=\"https:\/\/blog.tax1099.com\/wp-content\/uploads\/2023\/08\/Remove-API-Access-2-1024x528.png\" alt=\"\" \/><\/figure>\r\n\r\n\r\n\r\n<p><strong><u>Detailed Information on State Filing Guidelines<\/u><\/strong><\/p>\r\n\r\n\r\n\r\n<p>When entering state ID information, users now get a pop-up with a more detailed explanation of guidelines and charges related to state filing. Here is a preview:<\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" class=\"wp-image-1480\" src=\"https:\/\/blog.tax1099.com\/wp-content\/uploads\/2023\/08\/Detailed-Information-on-State-Filing-Guidelines-1024x670.png\" alt=\"\" \/><\/figure>\r\n\r\n\r\n\r\n<h2 class=\"wp-block-heading\">Updates to Tax1099 v2.76; v2.77\u00a0<\/h2>\r\n\r\n\r\n\r\n<p><strong>Gather Previous Filing Receipts and Purchases Through Tax1099<\/strong>\u00a0<\/p>\r\n\r\n\r\n\r\n<p>Lose a receipt from your Tax1099 filing or need to grab it quickly? Our latest feature allows all users to gather receipts from previous form filings. Find this under Dashboard &gt; Reports &gt; Payment Receipts.\u00a0<\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" class=\"wp-image-1441\" src=\"https:\/\/blog.tax1099.com\/wp-content\/uploads\/2023\/08\/previous-filings-information-1-1024x388.png\" alt=\"\" \/><\/figure>\r\n\r\n\r\n\r\n<p><strong>Create a Correction With Information From Previously Submitted Form<\/strong>\u00a0<\/p>\r\n\r\n\r\n\r\n<p>Need to file quick corrections on a couple of forms? Now users can use the drop-down options under the \u201cAction\u201d column in the Manage Forms screen to take a previously submitted form, populate all the previous information, and make corrections.\u00a0\u00a0<\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" class=\"wp-image-1415\" src=\"https:\/\/blog.tax1099.com\/wp-content\/uploads\/2023\/08\/Create-a-Correction-With-Information-From-Previously-Submitted-Form-e1692112181918.png\" alt=\"Create a Correction With Information From Previously Submitted Form\" \/>\r\n<figcaption class=\"wp-element-caption\">Create a Correction With Information From Previously Submitted Form<\/figcaption>\r\n<\/figure>\r\n\r\n\r\n\r\n<p><strong>Search for Recipients with Additional Criteria When Creating Forms<\/strong>\u00a0<\/p>\r\n\r\n\r\n\r\n<p>When manually creating forms, all users can now search for recipients under criteria other than name. Under \u201cSingle Filing,\u201d you can now use the DBA name, RTIN, or ClientID to search for recipients when entering filing data.\u00a0<\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" class=\"wp-image-1417\" src=\"https:\/\/blog.tax1099.com\/wp-content\/uploads\/2023\/08\/Search-for-Recipients-with-Additional-Criteria-When-Creating-Forms-1024x636.png\" alt=\"Search for Recipients with Additional Criteria When Creating Forms\u00a0\" \/>\r\n<figcaption class=\"wp-element-caption\">Search for Recipients with Additional Criteria When Creating Forms\u00a0<\/figcaption>\r\n<\/figure>\r\n\r\n\r\n\r\n<p>\u00a0<strong>New Enhancements to Review Forms Screen<\/strong>\u00a0<\/p>\r\n\r\n\r\n\r\n<p>With Enterprise, data entry users no longer have to wait on Admins or create a new form for correction. This update now allows member users to access approved (under review approved forms) to fix specific forms.\u00a0\u00a0<\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" class=\"wp-image-1421\" src=\"https:\/\/blog.tax1099.com\/wp-content\/uploads\/2023\/08\/Edit-and-Update-Member-Users-More-Efficiently-1024x565.png\" alt=\"Edit and Update Member Users More Efficiently\u00a0\" \/>\r\n<figcaption class=\"wp-element-caption\">Edit and Update Member Users More Efficiently\u00a0<\/figcaption>\r\n<\/figure>\r\n\r\n\r\n\r\n\r\n<p><strong>Price Changes In Effect at Tax1099<\/strong>\u00a0<\/p>\r\n\r\n\r\n\r\n<p>As of August 1, 2023, our tiered pricing for federal filing and individual state filing has been updated. These changes reflect continued improvements and upgrades to the site, while maintaining the competitive pricing you\u2019ve come to expect from Tax1099. Please refer to the changes here: <a href=\"https:\/\/www.tax1099.com\/tax-1099-efile-pricing\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/www.tax1099.com\/tax-1099-efile-pricing<\/a>\u00a0<\/p>\r\n\r\n\r\n\r\n<p><strong>IRS Deadlines Featured In New Form Section<\/strong>\u00a0<\/p>\r\n\r\n\r\n\r\n<p>Not sure when a form should be filed or want to make sure you\u2019re ahead of the deadline? Use our handy feature in \u201cNew Form\u201d to hover over the specific form type and see the e-file deadline for a specific form as well as the due date for the recipient statement.\u00a0\u00a0<\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" class=\"wp-image-1419\" src=\"https:\/\/blog.tax1099.com\/wp-content\/uploads\/2023\/08\/IRS-Deadlines-Featured-In-New-Form-Section-1024x569.png\" alt=\"IRS Deadlines Featured In New Form Section\u00a0\" \/>\r\n<figcaption class=\"wp-element-caption\">IRS Deadlines Featured In New Form Section\u00a0<\/figcaption>\r\n<\/figure>\r\n\r\n\r\n\r\n\r\n<p><strong>Use Excel to Keep Track of Payer Submissions<\/strong>\u00a0<\/p>\r\n\r\n\r\n\r\n<p>Need to review your \u201cPayer Submission History\u201d in a flash? Our Export to Excel button now allows all users to review current and previous year submissions from the dashboard.\u00a0\u00a0<\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" class=\"wp-image-1420\" src=\"https:\/\/blog.tax1099.com\/wp-content\/uploads\/2023\/08\/Use-Excel-to-Keep-Track-of-Payer-Submissions-1024x476.png\" alt=\"Use Excel to Keep Track of Payer Submissions\u00a0\" \/>\r\n<figcaption class=\"wp-element-caption\">Use Excel to Keep Track of Payer Submissions\u00a0<\/figcaption>\r\n<\/figure>\r\n\r\n\r\n\r\n\r\n\r\n<p><strong>Edit and Update Member Users More Efficiently<\/strong>\u00a0<\/p>\r\n\r\n\r\n\r\n<p>It can be stressful thumbing through page after page of member users to add and delete them. With our Excel uploading, users can now add\/delete member users and assign permissions more efficiently.\u00a0<\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" class=\"wp-image-1421\" src=\"https:\/\/blog.tax1099.com\/wp-content\/uploads\/2023\/08\/Edit-and-Update-Member-Users-More-Efficiently-1024x565.png\" alt=\"Edit and Update Member Users More Efficiently\u00a0\" \/>\r\n<figcaption class=\"wp-element-caption\">Edit and Update Member Users More Efficiently\u00a0<\/figcaption>\r\n<\/figure>\r\n\r\n\r\n\r\n\r\n\r\n<h2 class=\"wp-block-heading\">Updates to Tax1099 v2.74; v.2.75\u00a0<\/h2>\r\n\r\n\r\n\r\n<p><strong>Enhancements to Client IDs<\/strong>\u00a0<\/p>\r\n\r\n\r\n\r\n<p>We\u2019ve now created an option for Enterprise users where Client Payer ID requirements can be required with the click of a checkmark. In addition, reviewers can also see the Client Payer ID in the Review\/Approve Forms screen.\u00a0\u00a0<\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" class=\"wp-image-1422\" src=\"https:\/\/blog.tax1099.com\/wp-content\/uploads\/2023\/08\/Enhancements-to-Client-IDs-1024x437.png\" alt=\"Enhancements to Client IDs\u00a0\" \/>\r\n<figcaption class=\"wp-element-caption\">Enhancements to Client IDs\u00a0<\/figcaption>\r\n<\/figure>\r\n\r\n\r\n","protected":false},"excerpt":{"rendered":"<p>We have updates to Tax1099 that we are excited to share with you. These changes are designed to streamline and enhance what our users already do to file information for payers and their recipients.\u00a0 Updates to Tax1099 v2.78; v2.79 Enterprise Admins Can Grant Review\/Approve Privileges to Data Entry Users Enterprise users have more control over [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":1659,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[233],"tags":[12,239],"class_list":["post-1413","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-product-updates","tag-tax1099","tag-tax1099-updates"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Updates to Tax1099; August 2023\u00a0 | Tax1099 Blog<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.tax1099.com\/blog\/updates-to-tax1099-august-2023\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Updates to Tax1099; August 2023\u00a0 | Tax1099 Blog\" \/>\n<meta property=\"og:description\" content=\"We have updates to Tax1099 that we are excited to share with you. These changes are designed to streamline and enhance what our users already do to file information for payers and their recipients.\u00a0 Updates to Tax1099 v2.78; v2.79 Enterprise Admins Can Grant Review\/Approve Privileges to Data Entry Users Enterprise users have more control over [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.tax1099.com\/blog\/updates-to-tax1099-august-2023\/\" \/>\n<meta property=\"og:site_name\" content=\"Tax1099 Blog\" \/>\n<meta property=\"article:published_time\" content=\"2023-08-15T15:47:28+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-07-14T13:18:23+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.tax1099.com\/blog\/wp-content\/uploads\/2023\/08\/aug-update-tax1099.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1080\" \/>\n\t<meta property=\"og:image:height\" content=\"720\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"tax1099\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.tax1099.com\/blog\/updates-to-tax1099-august-2023\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.tax1099.com\/blog\/updates-to-tax1099-august-2023\/\"},\"headline\":\"Updates to Tax1099; 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