{"id":89,"date":"2015-09-10T16:08:00","date_gmt":"2015-09-10T16:08:00","guid":{"rendered":"https:\/\/1099cloud.com\/blog\/2015\/09\/online-workflow-streamlines-your-multi-user-1099-process\/"},"modified":"2025-09-18T09:09:58","modified_gmt":"2025-09-18T09:09:58","slug":"online-workflow-streamlines-your-multi-user-1099-process","status":"publish","type":"post","link":"https:\/\/www.tax1099.com\/blog\/online-workflow-streamlines-your-multi-user-1099-process\/","title":{"rendered":"Online Workflow Streamlines Your Multi-User 1099 Process"},"content":{"rendered":"<p>If more than one person is involved in your 1099 filing process, you have a workflow.\u00a0There are a lot of components to the filing process:<\/p>\n<ul>\n<li>Data entry<\/li>\n<li>Data review<\/li>\n<li>Edit forms<\/li>\n<li>Approve forms<\/li>\n<li>Submit forms<\/li>\n<li>Generate reports<\/li>\n<\/ul>\n<p>In a paper-filing world, paper shuffles from one desk to another. Online tools can ease the workflow process, and can help prevent costly mistakes.<\/p>\n<h2>What to Look for in a 1099 Workflow Tool Online<\/h2>\n<p>A good online workflow tool will help you file more efficiently. Here are some features of our workflow tool, available through an e-File Plus account.<\/p>\n<ol>\n<li><strong>Custom Rights Management<\/strong> \u2013 What roles and restrictions do you need to put in place? For example, you might have a user with full administrative access. Another user might have read-only access.<\/li>\n<li><strong>Ability to Add Unlimited Users<\/strong> \u2013 Right now, you may have two workers on the filing task. Later, it might turn into an all-hands-on-deck scenario. What if your team grows quickly? Find a tool that permits any number of users.<\/li>\n<li><strong>System-generated Notifications<\/strong> \u2013 A good tool will send an automated notification message when a task is ready to be passed from one user to another. A link should be embedded with the notification, and should allow the next user to take the next step.<\/li>\n<li><strong>Enter Notes for Rejected Forms<\/strong> \u2013 A reviewer can enter notes for forms. The system-generated notification should include notes entered by the reviewer.<\/li>\n<li><strong>Edit Rejected Forms<\/strong> \u2013 The user who entered the form content needs to be able to fix problems, based on the notes. All form fields should be editable.<\/li>\n<li><strong>Send Edited Forms for Review<\/strong> \u2013 Once a user edits a form, the changes should be reviewed. The workflow should include the ability to send forms back through the review process.<\/li>\n<li><strong>Submit Forms<\/strong> \u2013 As the final step, someone should have access to submitting and paying for the forms.<\/li>\n<\/ol>\n<p><strong>Tax1099.com is a flexible workflow management tool.\u00a0Visit <a href=\"https:\/\/web.tax1099.com\/#\/signup?ref=blog\">Tax1099.com<\/a> to learn more about our e-File Plus accounts.<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>If more than one person is involved in your 1099 filing process, you have a workflow.\u00a0There are a lot of components to the filing process: Data entry Data review Edit forms Approve forms Submit forms Generate reports In a paper-filing world, paper shuffles from one desk to another. Online tools can ease the workflow process, [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-89","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Online Workflow Streamlines Your Multi-User 1099 Process | 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\/online-workflow-streamlines-your-multi-user-1099-process\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Online Workflow Streamlines Your Multi-User 1099 Process | Tax1099 Blog\" \/>\n<meta property=\"og:description\" content=\"If more than one person is involved in your 1099 filing process, you have a workflow.\u00a0There are a lot of components to the filing process: Data entry Data review Edit forms Approve forms Submit forms Generate reports In a paper-filing world, paper shuffles from one desk to another. Online tools can ease the workflow process, [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.tax1099.com\/blog\/online-workflow-streamlines-your-multi-user-1099-process\/\" \/>\n<meta property=\"og:site_name\" content=\"Tax1099 Blog\" \/>\n<meta property=\"article:published_time\" content=\"2015-09-10T16:08:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-09-18T09:09:58+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.tax1099.com\/blog\/wp-content\/uploads\/2020\/09\/tax1099-logo-black.png\" \/>\n\t<meta property=\"og:image:width\" content=\"200\" \/>\n\t<meta property=\"og:image:height\" content=\"56\" \/>\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\/online-workflow-streamlines-your-multi-user-1099-process\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.tax1099.com\/blog\/online-workflow-streamlines-your-multi-user-1099-process\/\"},\"headline\":\"Online Workflow Streamlines Your Multi-User 1099 Process\",\"datePublished\":\"2015-09-10T16:08:00+00:00\",\"dateModified\":\"2025-09-18T09:09:58+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.tax1099.com\/blog\/online-workflow-streamlines-your-multi-user-1099-process\/\"},\"wordCount\":329,\"publisher\":{\"@id\":\"https:\/\/www.tax1099.com\/blog\/#organization\"},\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.tax1099.com\/blog\/online-workflow-streamlines-your-multi-user-1099-process\/\",\"url\":\"https:\/\/www.tax1099.com\/blog\/online-workflow-streamlines-your-multi-user-1099-process\/\",\"name\":\"Online Workflow Streamlines Your Multi-User 1099 Process | Tax1099 Blog\",\"isPartOf\":{\"@id\":\"https:\/\/www.tax1099.com\/blog\/#website\"},\"datePublished\":\"2015-09-10T16:08:00+00:00\",\"dateModified\":\"2025-09-18T09:09:58+00:00\",\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.tax1099.com\/blog\/online-workflow-streamlines-your-multi-user-1099-process\/\"]}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.tax1099.com\/blog\/#website\",\"url\":\"https:\/\/www.tax1099.com\/blog\/\",\"name\":\"Tax1099 Blog\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\/\/www.tax1099.com\/blog\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.tax1099.com\/blog\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/www.tax1099.com\/blog\/#organization\",\"name\":\"Tax1099\",\"url\":\"https:\/\/www.tax1099.com\/blog\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.tax1099.com\/blog\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/www.tax1099.com\/blog\/wp-content\/uploads\/2024\/02\/tax1099-black.png\",\"contentUrl\":\"https:\/\/www.tax1099.com\/blog\/wp-content\/uploads\/2024\/02\/tax1099-black.png\",\"width\":398,\"height\":112,\"caption\":\"Tax1099\"},\"image\":{\"@id\":\"https:\/\/www.tax1099.com\/blog\/#\/schema\/logo\/image\/\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Online Workflow Streamlines Your Multi-User 1099 Process | Tax1099 Blog","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.tax1099.com\/blog\/online-workflow-streamlines-your-multi-user-1099-process\/","og_locale":"en_US","og_type":"article","og_title":"Online Workflow Streamlines Your Multi-User 1099 Process | Tax1099 Blog","og_description":"If more than one person is involved in your 1099 filing process, you have a workflow.\u00a0There are a lot of components to the filing process: Data entry Data review Edit forms Approve forms Submit forms Generate reports In a paper-filing world, paper shuffles from one desk to another. Online tools can ease the workflow process, [&hellip;]","og_url":"https:\/\/www.tax1099.com\/blog\/online-workflow-streamlines-your-multi-user-1099-process\/","og_site_name":"Tax1099 Blog","article_published_time":"2015-09-10T16:08:00+00:00","article_modified_time":"2025-09-18T09:09:58+00:00","og_image":[{"width":200,"height":56,"url":"https:\/\/www.tax1099.com\/blog\/wp-content\/uploads\/2020\/09\/tax1099-logo-black.png","type":"image\/png"}],"author":"tax1099","twitter_card":"summary_large_image","schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.tax1099.com\/blog\/online-workflow-streamlines-your-multi-user-1099-process\/#article","isPartOf":{"@id":"https:\/\/www.tax1099.com\/blog\/online-workflow-streamlines-your-multi-user-1099-process\/"},"headline":"Online Workflow Streamlines Your Multi-User 1099 Process","datePublished":"2015-09-10T16:08:00+00:00","dateModified":"2025-09-18T09:09:58+00:00","mainEntityOfPage":{"@id":"https:\/\/www.tax1099.com\/blog\/online-workflow-streamlines-your-multi-user-1099-process\/"},"wordCount":329,"publisher":{"@id":"https:\/\/www.tax1099.com\/blog\/#organization"},"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.tax1099.com\/blog\/online-workflow-streamlines-your-multi-user-1099-process\/","url":"https:\/\/www.tax1099.com\/blog\/online-workflow-streamlines-your-multi-user-1099-process\/","name":"Online Workflow Streamlines Your Multi-User 1099 Process | Tax1099 Blog","isPartOf":{"@id":"https:\/\/www.tax1099.com\/blog\/#website"},"datePublished":"2015-09-10T16:08:00+00:00","dateModified":"2025-09-18T09:09:58+00:00","inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.tax1099.com\/blog\/online-workflow-streamlines-your-multi-user-1099-process\/"]}]},{"@type":"WebSite","@id":"https:\/\/www.tax1099.com\/blog\/#website","url":"https:\/\/www.tax1099.com\/blog\/","name":"Tax1099 Blog","description":"","publisher":{"@id":"https:\/\/www.tax1099.com\/blog\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.tax1099.com\/blog\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/www.tax1099.com\/blog\/#organization","name":"Tax1099","url":"https:\/\/www.tax1099.com\/blog\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.tax1099.com\/blog\/#\/schema\/logo\/image\/","url":"https:\/\/www.tax1099.com\/blog\/wp-content\/uploads\/2024\/02\/tax1099-black.png","contentUrl":"https:\/\/www.tax1099.com\/blog\/wp-content\/uploads\/2024\/02\/tax1099-black.png","width":398,"height":112,"caption":"Tax1099"},"image":{"@id":"https:\/\/www.tax1099.com\/blog\/#\/schema\/logo\/image\/"}}]}},"_links":{"self":[{"href":"https:\/\/www.tax1099.com\/blog\/wp-json\/wp\/v2\/posts\/89","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.tax1099.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.tax1099.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.tax1099.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.tax1099.com\/blog\/wp-json\/wp\/v2\/comments?post=89"}],"version-history":[{"count":3,"href":"https:\/\/www.tax1099.com\/blog\/wp-json\/wp\/v2\/posts\/89\/revisions"}],"predecessor-version":[{"id":7617,"href":"https:\/\/www.tax1099.com\/blog\/wp-json\/wp\/v2\/posts\/89\/revisions\/7617"}],"wp:attachment":[{"href":"https:\/\/www.tax1099.com\/blog\/wp-json\/wp\/v2\/media?parent=89"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.tax1099.com\/blog\/wp-json\/wp\/v2\/categories?post=89"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.tax1099.com\/blog\/wp-json\/wp\/v2\/tags?post=89"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}