Make it happen: What makes a successful 1099 season

What makes a successful 1099 season? Where do you need to be in your process, at this point in your filing, and what do you need to accomplish over the next two weeks? 

These are questions we heard during the live webinars we gave this year. We'd like to share this to-do checklist with you, to help you stay on track with your filing. This checklist is a bit of a choose-your-own-adventure. In large part, the steps you take now depend on what you've done to prepare throughout the year. 

If you've collected and verified vendor information already, this is going to be a breeze! If you have some work to do on that front, you've got a few more steps to follow through with. Don't worry, Tax1099 is here to help you with your process, no matter your starting point. Just take a look at how we make this easier for you: 

1. Get your information into Tax1099. 

HOW? Integrate through an accounting platform, upload through an Excel template, or key in your information, if you only have a few forms to file.

Tax1099 offers fluid, 2-way syncs with QuickBooks Online, Xero, and Bill.com. Tax1099 offers three import methods from QuickBooks Desktop, to fit your situation. We guide you through a questionnaire to help you determine the method that will work best for you. Features like these are just one of many reasons why we're Intuit's preferred partner for QuickBooks Desktop eFiling.

Tax1099 also offers syncs with most major accounting platforms. If you have a lot of information, but would rather format it into an Excel sheet, we provide templates for you to fill. You can then upload those to Tax1099, and we'll create your forms from your information.

If you're just filing a few forms, you can type information directly into Tax1099. This is a quick and easy way to make sure your information matches with the form fields.

Need help gathering information? Try our W-9 eSolicitation tool, to keep record of repeated attempts to collect information from your vendor. We automatically remind the vendor to fill out the form.

2. Validate your vendor information. 

HOW? Well, we do some of this for you, automatically. We make sure that the addresses you give us for your vendors can be found in the USPS database. 
  1. View & edit your forms. 
  2. Tell us if you want us to manage state & vendor form delivery. 
  3. Submit the services, & we'll submit your eFile with the IRS. 

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