If more than one person is involved in your 1099 filing process, you have a workflow. There are a lot of components to the filing process:
- Data entry
- Data review
- Edit forms
- Approve forms
- Submit forms
- Generate reports
What to Look for in a 1099 Workflow Tool Online
1. Custom Rights Management – What roles and restrictions do you need to put in place? For example, you might have a user with full administrative access. Another user might have read-only access.
2. Ability to Add Unlimited Users – Right now, you may have two workers on the filing task. Later, it might turn into an all-hands-on-deck scenario. What if your team grows quickly? Find a tool that permits any number of users.
3. System-generated Notifications – A good tool will send an automated notification message when a task is ready to be passed from one user to another. A link should be embedded with the notification, and should allow the next user to take the next step.
4. Enter Notes for Rejected Forms – A reviewer can enter notes for forms. The system-generated notification should include notes entered by the reviewer.
5. Edit Rejected Forms – The user who entered the form content needs to be able to fix problems, based on the notes. All form fields should be editable.
6. Send Edited Forms for Review – Once a user edits a form, the changes should be reviewed. The workflow should include the ability to send forms back through the review process.
7. Submit Forms – As the final step, someone should have access to submitting and paying for the forms.
Tax1099.com is a flexible workflow management tool. Visit Tax1099.com to learn more about our e-File Plus accounts.