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Core Features

Add more description about the app. Easy to use, at a glance dashboard. Support large filers. Comprehensive validation checks to make sure you are not making any mistakes that could result in costly corrections.

Payee Management:

  1. Can import payees from using template excel or google sheet.
  2. Payees are automatically imported when you import your filing data from accounting software.
  3. You can invite your payees to fill in their info.
  4. Can capture the email address, so that PDF copies can be emailed to the users.
  5. Important note about TINs (SSN/FEIN/ITIN/ATIN): For security purposes, we do not show the full TIN in the UI. We only show the masked TIN with the last four digits. Once entered, you can not view the full TIN. You can view the full SSNs, once your filings are submitted and when you can download a full copy of the PDFs. If you are not sure about the TIN in the system, just edit the payee and re-enter the full TIN.

W9 Management:

W9 Requesting: You can send a w9 request to the payees, if you have the email address.

TIN Verification:

  1. Mention about the need for TIN verification.
  2. How it works. Can only use it if you intend to make payments or have made payments.
  3. Validates only tin and name combination.
  4. Do request TIN verification if you are voiding or issuing a correction for incorrect name on the First correction.

File 1099s:

  1. Create forms. Will be in draft mode. Three tabs.
  2. Drafts:
  3. Processing:
  4. Accepted:
  5. Submit forms.
  6. cover years supported
  7. Add forms supported.
  8. Mention to contact us if additional forms are needed by users.
  9. You can not edit a filing after it has been submitted for processing.
  10. Once submitted for processing, the filings can not be retracted. It is the same as dropping your paper filings in a mail box.
  11. Submit in multiple waves. No changes to the cost.
  12. 1096 Form: THere is no need for 1096 form.

File 1099s with States:

Filing Corrections:

Import 1099 form data:

  1. Can import from excel template file or google sheet template file.
  2. Can import from accounting softwares too. You will be able to edit Payee information and filing data after import and before you can file. For additional details, read through accounting software integration.
  3. You can reimport overriding the data.
  1. You are required to give print copies.
  2. We use an external vendor to print and mail 1099 forms to your recipients.
  3. We do validate the address for deliverability and warn you of any incorrect addresses.
  4. Currently we do not allow remailing the form. If you got the address wrong, you can download the PDF from our website and mail the form yourself.

Email Delivery:

  1. We will mail with PDF copies to the recipients.
  2. Make sure you payee has email.
  3. You can resend the PDFs by email after correcting the email address.