1099 Software

Our 1099 electronic filing software comes with standard import maps allow importing from multiple file types and save time! Customized import maps are available to match your export layout and take just minutes to make. Accepted import file formats are:

• xls, xlsx, tab, csv, pipe
• QuickBooks *2011 and Prior Enterprise Versions Only*
• IRS Publication 1220 Format (sold separately)
• Manual entry

Simple navigation between filers and tax form type. Once a filer and tax form type is selected, you can use our 1099 e-file software to browse your recipients by TIN/SSN, name, or account number. Standard searches and custom searches are readily available for any criteria! Some search examples are:

• Form status - pending, printed, filed, corrected
• Errors & warnings
• Form contains amount greater than $XX (i.e Box 1 greater than $600.00)

Our tax form layout matches the IRS's for easy viewing! Users are able to enter or modify form data directly and save their changes with our 1099 electronic filing application. IRS instructions and form help are available directly on the form. 1099 Pro also provides additional fields for:

• Optional text for printing
• Recipient email addresses
• Import sources
• Form categories

Utilize our 1099 e-file software to save time and money by printing to blank paper, pre-printed forms, pressure seal/ACL, or continuous forms. SSN Masking is also available for extra security! Don't want to print & mail forms yourself? Let the 1099 Pro Service Bureau handle the burden for you! Standard included print templates include:

• Instructions
• State, payer, recipient, copy 2
• Combined layouts (i.e Recipient Copy/Instructions/Copy 2)

1099 Enterprise Edition has the ability to file via paper or to create your own IRS approved files 1099 electronic filing, replacement files, corrections files, or test files. You can also have the 1099 Pro Service Bureau submit on your behalf if you are not familiar with the process or do not have a transmitter code! IRS approved file formats include:

• Paper filing via 1096
• Electronic IRS filing
• Combined Federal/State Filing Program
• State direct filing *NEW*

1099 Enterpise Edition's e-File Viewer allows you to intelligently view electronic files as well as to translate them into import ready files for our 1099 e-file software! e-File Viewer also supports drag & drop funcionality. Different viewing categories include:

• View by record type (i.e T, A, B, C, F)
• View by field location
• View by field name
• View as text file

Built-in information request management of W-9’s, W-9S’s, 1st B-Notice’s, and 2nd B-Notice’s is standard! With 1099 Enterprise Edition; users have the ability to view, update, issue, and print requests. Simplified tracking mechanisms assigns statuses of:

• Open/Pending
• Escalated
• Closed/Resolved
• Voided

Corrections are supported for printed and electronic formats. You simply enter the correction into 1099 Enterprise and the e-file software will automatically create the proper type of correction for you. As always, the 1099 Pro Service Bureau is more than capable of printing, mailing, & e-filing corrections on your behalf!

Customizable security allows for individualized or group security measures in 1099 Pro Enterprise Edition. Audit trails track all changes made to a form along with the user, date, and time. The 1099 Pro Service Bureau has the highest-level security audit, the SSAE 16 SOC I Type II audit. Types of customized security profiles include:

• Individual user logins
• Software access restrictions (i.e, view only, print only, total access)

• Service Bureau:Printing, mailing, electronic filing
• Bulk TIN/SSN Files:Exports for bulk TIN/SSN matching
• TINCheck:Real-time IRS TIN/Name Matching, OFAC List, DMF List
• State Comply:CA 592 printing, mailing, electronic filing

If you have additional questions, email support@1099pro.com or call us at 888-776-1099.

If you have additional questions, email support@1099pro.com or call us at 888-776-1099.

If you have additional questions, email support@1099pro.com or call us at 888-776-1099.

Click here to download.

Demos run fully functional versions of the software, but will print sample data only. When you purchase the software you'll receive a Product ID/Activation Code which allows you print your data.

If you have additional questions, email support@1099pro.com or call us at 888-776-1099.

If you have additional questions, email support@1099pro.com or call us at 888-776-1099.

Export to Excel, delimited, CSV, or TAB file which can then be mapped and imported into 1099 Pro.

If you have additional questions, email support@1099pro.com or call us at 888-776-1099.

If you have additional questions, email support@1099pro.com or call us at 888-776-1099.

Once you have received your authorization code, run your software and go to "Utilities" and "Registration and Upgrades", and enter your code.

If you have additional questions, email support@1099pro.com or call us at 888-776-1099.

If you have additional questions, email support@1099pro.com or call us at 888-776-1099.

Note, the roll forward feature will not bring forward any of your financial data. Rather, it is intended to save you the trouble of reentering all of your recipient and filer contact information, as well as your security settings and transmitter information.

If you have additional questions, email support@1099pro.com or call us at 888-776-1099.

Step 1: Update
Run an software update on your old computer to ensure your software is up-to-date. Once your update is complete, back up your data.

Step 2: Backup
Upon running the data backup wizard, a date and time stamped backup zip file will be stored in the following location:

C:\Program Files\Pro99Txx\Data Backups

Step 3: Restore
On your new computer, download the same version/year of 1099 Pro that you were using on your old computer, and run an update. Once the web update is done, unzip the backup file into the following location:

C:\Program Files\Pro99Txx\Data

If you have additional questions, email support@1099pro.com or call us at 888-776-1099.

Alternate Method:
Visit host.1099pro.com to download updates, patches, or the most updated copy of 1099 Pro.

If you have additional questions, email support@1099pro.com or call us at 888-776-1099.

• Printing & Mailing Upload:
  Once you have imported your records, click on Via the Service Bureau under the 2nd step, "Printing & Mailing", located to the left of your screen. Click on the Printing & Mailing or E-Delivery Upload button located at the top of your screen to initiate a helpful Wizard that will guide you through the upload process. On the last screen, click on Finish to print your Control Totals report. Review an sign your report. Back in your software, highlight your pending upload, and click on the Complete Pending Upload option located at the bottom of the screen to send your upload to the Service Bureau. Fax/email your Control Totals and cover sheet to sb@1099pro.com to confirm that you are ready for the Service Bureau to print and mail your records!

• Electronic Filing Upload:
  When you are ready to upload your records to the IRS or SSA, click on Electronic Filing under the 3rd step, "Filing My Forms", located to the left of your screen. Click on the Filing with the IRS Upload button located at the top of your screen to initiate a helpful Wizard that will guide you through the upload process. On the last screen, click on Finish to print your Control Totals report. Review an sign your report. Back in your software, highlight your pending upload, and click on the Complete Pending Upload option located at the bottom of the screen to send your upload to the Service Bureau. Fax/email your Control Totals and cover sheet to sb@1099pro.com to confirm that you are ready for the Service Bureau to electronically file your records!

• Bulk TIN Upload:
  To run a Bulk TIN match using the Service Bureau, click on Via the Service Bureau under the 2nd step, "Printing & Mailing", located to the left of your screen. Click on the Bulk TIN Matching Upload button located at the top of your screen to initiate a helpful Wizard that will guide you through the upload process. On the last screen, click on Finish to print your Control Totals report. Review an sign your report. Back in your software, highlight your pending upload, and click on the Complete Pending Upload option located at the bottom of the screen to send your upload to the Service Bureau. Fax/email your Control Totals and cover sheet to sb@1099pro.com to confirm that you are ready for the Service Bureau to check your TINs!

If you have additional questions, email support@1099pro.com or call us at 888-776-1099.

If you have additional questions, email support@1099pro.com or call us at 888-776-1099.

If you have additional questions, email support@1099pro.com or call us at 888-776-1099.