Advanced features to streamline
automation, simplify user experience, and enhance accuracy

Smart eFiling with AI

Bid farewell to the hassle of manual work with Tax1099's cutting-edge eFiling powered by AI. Our automated system handles form completion, error checks, and ensures a seamless and efficient process.

Schedule your eFile

Plan ahead with Tax1099's scheduled eFiling feature to avoid last-minute stress and ensure timely and compliant tax filings. Using our scheduled eFile feature you can prepare your forms and set them to be submitted to the IRS on a future date so you can get your prep work going and have everything ready to go when it’s needed.

With Tax1099, you can also enjoy the flexibility to reschedule dates or update information at no additional cost before you transmit. Take control of your filing process with ease and simplicity.

IRS-compliant eDelivery

Tax1099 offers convenient and IRS-compliant eDelivery through our eDelivery portal, streamlining the distribution of recipient copies. With this service, we handle requesting permission for electronic delivery of forms from your recipients and track the status of their election. When forms are ready to deliver, all necessary documents can be electronically sent to your recipients, ensuring a swift and efficient process.

Download and Distribute 1099 Payer/Recipient copies (CSV/PDF)

Tax1099 allows users to download and distribute 1099 Payer/Recipient copies in CSV PDF format within minutes.

Real-time TIN Match

Instantly verify Taxpayer Identification Numbers in real-time, ensuring accuracy and compliance at the speed of your business.

TIN Match Within 24 Hours

Verify Taxpayer Identification Number and name combinations in 24 hours for an efficient and cost-effective verification process.

Bulk TIN matching

Ensure the accuracy of your 1099 filings and avoid potential penalties by validating your vendor/payee TINs against IRS data with Tax1099. Our bulk TIN matching feature allows you to effortlessly validate multiple TINs at once (up to 10,000 records), providing prompt notifications for any identified mismatches.

Resubmission of IRS-rejected forms

As a customer-centric business, Tax1099 strives to provide optimal assistance to our users. In line with this commitment, we've introduced a resubmission feature, allowing our customers to re-submit IRS-rejected forms at no additional cost.

Audit Trails

Tax1099's audit trail guarantees that any changes to your forms are tracked and logged in case there are questions down the line. Our data validations leverage IRS business rules, Basic Form Validation, and IRS Schema checks to be certain that the filing is accepted by the IRS. Any detected errors will be clearly listed, and you'll receive prompts to remedy them prior to submission. This ensures that your transmittals are free of structural errors and that you have a way to track the content of the forms when submitting returns to the Federal and State authorities.

Import data from 12+ Integrations

Tax1099 stands out as a leading platform offering support for over 12+ no-code integrations, including renowned accounting software tools like QuickBooks, ZohoBooks, Oracle NetSuite, and many more. We also support both Excel and text imports if you are using an unsupported accounting platform. Our user-friendly interface enables seamless data import with just a few clicks, providing a hassle-free experience for our users.

API Integration

Streamline the process of preparing and e-filing tax returns with the Tax1099 API Integration. Our API seamlessly supports federal filing, state filing, and the distribution of recipient copies for key tax forms such as 1099, W2, and payroll.

AI chat assistance around the clock

Our 24/7 AI chat assistance exemplifies Tax1099's unwavering commitment to customer support. We stand ready to assist our customers anytime, anywhere, ensuring that help is always at their fingertips.

Generate 1096/W3 summary forms

Tax1099 simplifies tax filing by automatically generating 1096/W3 summary forms, saving you valuable time, and ensuring accuracy.

Note: Generating 1096/W3 forms is for your reference only. Filing these forms with the IRS is not required when you eFile 1099/W2.

Four years of secured data storage

The initial transmittal to the IRS is not the end of the road, you still need to have access to historical data in the event of an audit. Just upload your information once and access it effortlessly year-round for up to four years, even during the busy tax season.

Complete Pre-built Reports

Tax1099 streamlines the process of downloading multiple reports, ensuring a time-saving experience with just a few clicks.

Work With Your Team

Extend invitations to your team for collaborative work within your Tax1099 account. You can manage their access levels and assign specific businesses to them.

Single Sign-on

Skip the login process by leveraging your single sign-on (SSO) investment. If you already have an SSO provider like Okta or Microsoft AD you can streamling login and credentials as well as manage access using those tools directly.

Workflow Management

Manage the filing process by adding users to perform different tasks, such as data entry, 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

User management

Tax1099 provides robust user management capabilities, simplifying access and permissions. This facilitates smooth collaboration among users while upholding data security and separation of duties.

Action Tracking

Tax1099's Action Tracking feature allows users to track their actions in real-time, view status updates, and receive notifications when necessary. This feature lets users stay on top of their filing process and ensure everything is completed accurately and on time.

PII Data Security

Tax1099 delivers universal security and industry leading annual SSAE-21 Type II audits to protect your data. With high-end data encryptions, 256-bit bank-grade security standards, TIN masking, and robust authentication procedures, we protect your data, always making it our #1 priority.

USPS Address Validation

Tax1099 ensures the validity and accuracy of addresses for error-free delivery for the US addresses handled by USPS.

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.