Tax1099 Features & Integrations | Experience The Best Service

Security

Your data is yours. And we intend to keep it that way.

Tax1099 delivers universal security and IRS-compliant annual SSAE-18 Type II audits to protect your data. With high-end data encryptions, 256-bit bank-grade security standards, TIN masking, and fool-proof authentication procedures, we protect your data, making it our #1 priority at all times.

Two Factor Authentication

Protect your account with two-factor authentication. Get notifications straight to your registered phone with a secure pin or password to protect your Tax1099 account.

Single sign-On

Access all your payer information in one place with Tax1099’s Single Sign-On feature. Create multiple payer profiles, or import payer data to Tax1099’s secure platform and we’ll create the profiles for you. File forms individually or in bulk by selecting your payer profiles.

Notice Management

Compliance has never been this easy. Organize your communication with the IRS, manage research, response, document management, and billing tasks with our notice management dashboard. Add clients, files, deadlines, and notes to your records.

Stay up-to-date with our Guided Notice Management Tool for Enterprise Accounts and avoid being penalized by the IRS.

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Rights Management

Create multiple users, assign specific rights to each user, such as the right to enter the information, review, and even approve the work of other staff users.

The Rights Management tool combined with the Workflow Management tool allows users to switch their paper process to the standard electronic format.

Add-On Feature Annual Fee: $349.00

Create unlimited users at no additional cost

Workflow Management

Manage the filing process by adding users to perform different tasks within the process, such as data entry, data review, form approval, form submission, or any combination of tasks.

Data Entry tasks are assigned to a Member User
Form Reviews are assigned to a Supervisor
Form Approval & eFiles are conducted by the Admin User

Form W-9

Validate Vendor Information in 3 Easy Steps

Step 1: Collect W-9 forms from your vendors online

Step 2: Enable vendors to update and e-sign their forms

Step 3: Step 3: Get real-time vendor profile updates

Tax1099 saves the W-9 form as a PDF on your vendor’s record. This way, you can easily access the documentation whenever you need it. Once you’ve gathered the W-9 information, you can use our TIN Matching Service to compare the information provided to the IRS.

Bulk W-9

Solicit W-9’s electronically using our Bulk W-9 feature. Tax1099 emails secure e-Signature-ready W-9 forms to your chosen vendor(s) so you can update their information quickly and easily.

TIN Match

TIN Lookup and Verification now more easy with Tax1099 TIN Matching.
Avoid B-Notices and penalties of up to $100 per incorrect TIN by choosing Tax1099 TIN Match services.

TIN lookup quickly and easily to identify the mismatched vendor information. Easily correct the mismatched information, review, and file your tax forms free from errors.

You can also match TINs in bulk. Select the vendors for whom you want to validate the TINs and we’ll automatically validate the TINs in accordance with the IRS database to ensure consensus.

Address Validation

Tax1099 validates the physical addresses of your recipients automatically to ensure the address matches the USPS format.

Scheduled eFile

Instantly create your recipient copies and schedule the eFile for the due date. Update the information before you eFile at no additional cost.

Schedule your e-transmits and allow yourself enough time to validate the information while we email or send your forms via USPS to your vendors and submit the forms to the IRS.

This would further allow your vendors to edit and update their information.

Tax1099 automatically schedules your IRS eFile transmission a week from the date of your submission, or a week before the deadline. You can further change this date to match your preference on your Tax1099 dashboard at no additional cost.