Get through 1099 season

Set up vendor information, create drafts and review each form.

0 of 4 done

1
Set up vendor information
Vendor tracking and the separate 1099 information record are saved in different places.
- Set up a vendor for 1099 forms
2
Create drafts
Create forms individually or in bulk, then check the amounts. Both methods save drafts.
- Create 1099 forms individually or in bulk
3
Review and generate
Check recipient details and payment amounts, generate the form and download its PDF.
- Review, print and mark a 1099 form filed
4
Record filing or correct a form
Marking a form filed does not submit it. Marking recipient delivery does not send it. Review the correction guide if a saved form needs correction.
- Correct or void a 1099 form record