11. The Case of the Account Types

With the help of a Tax1099 support specialist, Walter had submitted the first batch of his 1099 filing. He had decided to select only the basic filing with the IRS and states. The support specialist assured him he would be able to select vendor form delivery later. He could also request a TIN match at any time. She did warn him that state filing requests have to be submitted at the same time as the federal filing.

Walter felt prepared. Then, he started to worry. What if his bakery got so busy that he didn't have time to finish submitting his 1099's? He needed to bring someone else on board, someone to share the burden with him. He needed a partner in compliance. 

THIS WEEK

Walter sat down to Tax1099 on his desktop. It was time to examine his options. 

He clicked over to the "Pricing" tab at the top of the Tax1099 home screen, before logging in. Scrolling down, the page showed three different account types. He began to take notes. 

Essential: This account type seemed to be the filing bare-bones. No TIN matching included.
E-file Plus: This account type included 250 TIN matches.
Enterprise: This account type added user rights to the 250 included TIN matches. 

For the E-file Plus and Enterprise account types, an annual fee was required. User rights? Walter did a double take. Maybe this was the solution. He wondered what the workflow management would encompass. He signed in to Tax1099.

In the top right corner of his screen, to the left of the "logout" text, Walter saw "settings." Highlighting the option, he spotted "Member User." The following screen showed an empty chart, with a button for adding users. Walter saw that he could also import users. 


But here was a problem. Walter wanted to make sure he was looped in an all communications sent to the IRS. How could he make sure that he still had control over the filing process? He clicked "Add User."

He could enter the name, phone number, and email of a member user. After doing this, he could select a "role" for the user. Tax1099 had three presets:

1. Admin:
Users with admin roles have access and rights to all aspects of Tax1099.

2. Reviewer:
Users with the reviewer role have the same access as admin, except for the W-9 requests.

3. Data Entry Users:
These users have the same access as admin, except for approving forms.

Walter also saw the option to custom-select user rights. Walter could adjust any of the settings, from data import to form submission. 


Walter switched over to the "Rights Management" option under his settings. Now this was interesting. It looked like he would be able to make changes to the user roles in this screen. If he decided that data entry users shouldn't be able to request W-9's, he could remove that privilege.  

This was good news. Walter felt at ease. He would set a trusted employee up with a member user account. It would help to have another pair of eyes on his filing. 

NEXT WEEK: 

Now, it was time to revisit the options Walter had skipped on the View/Edit/Submit forms page. The support specialist had told him that he could return to vendor form delivery options. He intended to do just that. 

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