CustomBooks Integration with Tax1099 | Simplify 1099 E-Filing

Better flexibility, increased efficiency, more optimized workflows

IRS-Approved E-Filing

Import payer, vendor, and 1099 amounts from CustomBooks into Tax1099 and e-file directly through an IRS-approved platform.

TIN Matching

Validate TIN and name against IRS records from your vendor records before filing to lower the risk of IRS notices.

W-9 Collection

Request W-9s from vendors electronically and collect taxpayer information to make 1099 filing prep easier.

Rights Management

Keep responsibilities clear by creating multiple users and assigning role-based permissions for data entry, review, approval, and submission.

Secure Delivery Portal

Deliver recipient copies through Tax1099’s secure eDelivery portal and track consent to support IRS-compliant electronic delivery.

Notice Management

Enable notice management to store IRS notices, track deadlines, and organize related documents in a single dashboard.

Sync And Import Data From CustomBooks

Connect your CustomBooks account directly with Tax1099 and import 1099-eligible data in just a few clicks. As long as your vendor records are set up in CustomBooks, you can connect your CustomBooks account securely, select the appropriate tenant, tax year, and form type, import payer, payee, and payment amounts automatically and once imported, your data is structured, standardized, and ready for review.

Get Started Now

No credit card required

Bank-Grade Security To Protect Your Financial Data

Keep your tax and financial data encrypted at every step of the eFiling process with our bank-grade SSL encryption. We are built to meet your security expectations and prevent loss of important information.

SSAE-18 Type II compliant data centers and 256-bit SSL encryption
Real-time backup of your data to prevent any data loss
Two-factor authentication for secure access

Why Industry Giants Have Trust in 1099 Enterprise

50%

reduction in operational costs with Tax1099 automation

104

work hours saved monthly, improving efficiency

“Tax1099 has completely transformed the way we handle tax filings. We can now upload forms in bulk, track their progress in real-time, and ensure everything is filed accurately and on time.”

Amy

Senior Tax Manager

“I love how in Tax1099 I can upload the file, walk through the entire process, and easily upload it to the IRS directly... I can see what has been processed and where it's at.”