Tax1099.com offers a plugin built with Intuit’s Software Development Kit for QuickBooks Desktop. The plugin adds a menu item to the “company” menu. You can import your 1099-MISC data to Tax1099.com through the plugin.
Install the plugin
You may need to work with your hosting provider (Cloud 9, Right Networks, InsynQ, NovelASPect, etc.). These hosting providers control the installation process.
The first time you open a company file after the install, QuickBooks will ask if you’d like to grant Tax1099.com permission to access information. Tax1099.com will access information such as taxpayer identification numbers. After granting this permission, the company’s information will be ready for the import.
You’ll need to grant access to each company’s files, but you only have to install the plugin once.
Run the plugin
A login window will pop up. Enter your Tax1099.com username and password. Select the tax year to integrate. You can choose from the current tax year, or the two prior tax years.
The plugin identifies and reviews vendors with the 1099-eligible flag selected. Then, the plugin sends vendor information to Tax1099.com.
Credit card payments are excluded. You can map specific boxes in the chart of accounts in QuickBooks. The amounts will come over according to your specifications. If a vendor received payments in more than one box, each box amount will display on the 1099-MISC form.
Edit data in Tax1099.com
You can remove vendors from the import grid, if needed. You can also modify amounts. Downloadable Excel files are available for any errors. You can also import through an Excel. See our Knowledge Base for more information.
Form delivery for recipients is also available through our site. We have three delivery methods: PDF to portal, PDF to e-mail, and USPS. You can also choose to download and print forms from Tax1099.com. These recipient copies can be mailed to your recipients.
Why should you e-file with Tax1099.com? You can:
- Integrate with QuickBooks Desktop and other leading accounting software
- File forms/corrected forms year-round
- Access your forms online at any time
- Use prior-year filing for corrected forms or to bring a company into compliance
- Deliver forms to recipients
- Upgrade to Enterprise to control user rights and manage form workflow