1099 Software
1099 eFile Software: Enterprise Edition
Powerful and Flexible 1099 Reporting
Versions
Single User
$499.00
2 to 5 Users
$999.00
Unlimited Users
$1499.00
- Unlimited filing entities
- 1098, 1099, 3921, 3922, 5498, W-2G & W-9/B-Notices
- 5,000+ forms
- Single, multi (2-5), or unlimited users
- Full product line brochure
1099 Enterprise Software Overview
State Reporting Capabilities:
- NEW: 1099 Pro is offering a 1099-NEC only state reporting service, via the 1099 Pro Service Bureau, for select states only. For more information, please see - 1099-NEC State Reporting Service.
- EXISTING: The 1099 Pro Enterprise software already provides the ability to perform state reporting in-house. The Enterprise software can create state specific electronic files, or paper PDFs for mailing, for ALL states and all form types. Then, customers may submit these files directly to the states using their existing accounts.
Please view the information tabs below, or the software comparison chart, for a more in-depth explanation of features and supported form types!
Supported Form Types
- 1098 Series: 1098, 1098-C, 1098-E, 1098-T
- 1099 Series: 1099-A, 1099-B, 1099-C, 1099-CAP, 1099-DIV, 1099-G, 1099-H, 1099-INT, 1099-K, 1099-LTC, 1099-MISC, 1099-NEC, 1099-OID, 1099-PATR, 1099-Q, 1099-R, 1099-S, 1099-SA
- 3921 Series: 3921, 3922
- 5498 Series: 5498, 5498-ESA, 5498-SA
- W-2G Series: W-2G
Import 1099 Records from Text or Excel Files
- xls, xlsx, tab, csv, pipe
- Import from IRS Publication 1220 Format (sold separately)
- Manual entry
Manage & Browse 1099 Recipients
- Form status - pending, printed, filed, corrected
- Errors & warnings
- Form contains amount greater than $XX (i.e Box 1 greater than $600.00)
View Your 1099's Instantly
- Optional text for printing
- Recipient email addresses
- Import sources
- Form categories
1099 Printing & Mailing
- Combined layouts (i.e Recipient Copy/Instructions/Copy 2)
- State, payer, recipient, copy 2
- Instructions
IRS eFiling & State Reporting Services
- Paper filing via 1096
- Electronic IRS filing
- Combined Federal/State Filing Program
- State direct filing *NEW*
1099 E-File Viewer for 1220 Files
- View by record type (i.e T, A, B, C, K, F)
- View by field location
- View by field name
- View as text file
W-9 & B-Notice Management
- Open/Pending
- Escalated
- Closed/Resolved
- Voided
1099 Corrections Reporting
Security and Audit Trails
- Individual user logins
- Software access restrictions (i.e, view only, print only, total access)
Additional Services
- 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
1099 Enterprise Edition: The Ultimate 1099-MISC Software for 1099 eFiling & Electronic Filing Services.
1099 Pro: Customer Support
1099 Pro offers industry leading support via phone, email, live chat, remote computer connection, and video walkthroughs. 1099 Pro's experts can assist with anything from installations, importing, network troubleshooting errors, data retrieval, printing/mailing, electronic filing, or simply finding out which product or service is best for you!Standard Hours: M-F, 5am - 5pm PST
Additional Hours: Sat/Sun, 8am - 12noon PST in January
1099 Pro General: (888) 776-1099, sales@1099pro.com
1099 Pro Service Bureau: (866) 444-3559, sb@1099pro.com
1099 Pro: Video Support
How to Add a Filer
Learn how to add a Filer in your 1099 Pro.
How to Add a Form
Learn how to add a form in your 1099 Pro.
Using Quick-Print
Learn how to use the Quick-Print feature in your 1099 Pro.
Importing Using Standard Maps
Learn how to import your records using the standard template provided by 1099 Pro.
Filing On Paper Via 1096 or W-3
Learn how to file your forms on paper using the 1096 or W-3.
Filing Electronically with the Service Bureau
Learn how to electronically file your forms to the IRS/SSA through the Service Bureau.
Printing, Mailing, & Electronic Filing (E-Filing)
The 1099 Pro Service Bureau was designed to assist companies with 1099 reporting & form 1099 filing throughout the tax season. 1099 Pro files 10% of all 1099 filings in the United States! The Service Bureau features a highly secure, annually audited, SSAE 16 SOC 1 Type II environment. Capable of:- Printing, mailing, e-filing
- Corrections filing
- Web-Presentment *NEW*
- IRS TIN/SSN matching *NEW*
- Data hosting
Bulk TIN Matching
Bulk TIN Checking is an essential compliance and risk mitigation service that identifies TIN/Name mismatches prior to filing with the IRS. Penalties can be assessed at up to $100/record at the IRS’s discretion.- Submit files directly from software *NEW*
- Bulk files of up to 100,000 records per file
- SSAE 16 SOC I Type II secure environment
Managed Services and Hosting
The 1099 Pro Managed Services team, IRSCompliance, can maintain your payee and payment database in our secure environment, or on your secure servers.Managed Services can support current and prior years of tax data for forms 1098, 1099, 5498, W-2G, W-2, 1042-S, 3921, 3922, as well as Puerto Rico payment information. This service includes regulatory support and compliance training and year-end recipient statements.
eFileMyForms.com
Simple and convenient for smaller volume filers! Enter or upload your information into eFileMyForms.com and we do the rest.- Print, mail, and e-file for only $3.49/record
- IRS TIN/SSN matching *NEW*
- PDF copies available
- SSAE SOC I Type II secure environment
TIN Matching Services
Another great option to validate your TIN/Name combinations via individual checks or bulk! TINCheck.com is a straight-forward and user friendly resource; simply log in and instantly gain access to multiple verification sources in one place.- Complete list validation: OFAC, DMF, EPLS, LEIE, TIN/Name
- Integrate an API/web service into an existing AP system for seamless verification of new vendors
- Prepaid plans or monthly subscription pricing plans are based on volume
- Bulk TIN Checks with complete list validations available
- FREE trial account - just click on "Register" at www.TINCheck.com
E-Delivery & Web Presentment
1099 Pro's secure SSAE SOC I Type II Service Bureau can make your recipient forms available to view online instead of printing and mailing.
Enables printing to specified paper.
Generates a file formatted to upload to the IRS/SSA.
Upload data from your 1099 Pro software for printing, mailing, web presentment, or electronic filing services. (Additional fees apply)
Base number of tax records included with software. Additional records can be purchased ($100 per 1,000).
Amounts may vary depending on system specifications.
Advanced Features
Easily review electronic files. Conversion module (from IRS/SSA format to Excel) sold separately.
Supports electronic file creation in state specific filing formats.
Pre-loaded with both state and federal filing thresholds for optional filtering of records.
Supports transactional imports and record aggregation.
Ability to import fixed-width files.
Automated imports and reports via scheduler service.
Access data from your web browser. Includes "Lite" version for ultra-fast results.
Allow recipients to view forms online through your company portal.
1099 Pro Enterprise has the following system requirements:
- Windows 7/8/10/2012/2012 R2/2016/2019
- 32 or 64 bit operating system compatible
- Intel Pentium II/Celeron or AMD Athlon/Sempron/Turion (Minimum)
- 512MB RAM (1GB or more preferred)
- 200MB+ free hard drive space
- For use with ANY Windows compatible printer
- Windows compatible network (optional)
Can 1099 Pro be installed on a network?
If you have additional questions, email support@1099pro.com or call us at 888-776-1099.
Can 1099 Pro print, mail, and file my forms?
If you have additional questions, email support@1099pro.com or call us at 888-776-1099.
Can 1099 Pro process corrections?
If you have additional questions, email support@1099pro.com or call us at 888-776-1099.
Can I demo the software before I buy it?
1099 Pro Enterprise
1099 Pro Professional
1042-S Pro
W-2 Pro
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.
Can I download the software?
If you have additional questions, email support@1099pro.com or call us at 888-776-1099.
Can I export my data from another program into 1099 Pro?
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.
Does 1099 Pro offer any other software?
If you have additional questions, email support@1099pro.com or call us at 888-776-1099.
How do I activate the demo?
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.
How do I backup my data?
If you have additional questions, email support@1099pro.com or call us at 888-776-1099.
How do I transfer my data and custom maps from a previous version of the software?
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.
How do I transfer my data from my old computer to my new computer?
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
When the software asks you if you want to overwrite the existing files, click on "Yes to All", and continue to complete the wizard. You information has now been transferred!
If you have additional questions, email support@1099pro.com or call us at 888-776-1099.
How do I update my software?
1. Close 1099 Pro.
2. On your Windows desktop click "Start", "Programs", "1099 Pro 20XX" and "Check for 1099 Pro Updates".
3. After downloading any files click the "Finish" button. The Wise Installation Wizard opens automatically to install the update files.
IMPORTANT: The update to enable Service Bureau upload and IRS/SSA/State filing functionality (as product appropriate) is scheduled for release by early January. All on-file contacts are emailed when the update is available.
Alternate Method:
Visit host.1099pro.com to download updates, patches, or the most updated version of 1099 Pro.
If you have additional questions, email support@1099pro.com or call us at 888-776-1099.
How do I upload to the Service Bureau to print, mail, efile, or Bulk TIN match?
Printing & Mailing Upload:
Once you have imported and reviewed 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 in selecting the forms, filers, and services for this upload. Click "Create File" button.Continue to the Submit a Service Bureau Upload screen and follow prompts. View Control Totals Report to carefully verify selected services and box-by-box totals for the forms and filers in your upload. Most users select Built-in HTTPS secure transfer method. Enter your Digital Signature to authorize the processing of this upload. Then click "Upload My File" (your encrypted data files and signed Control Totals are digitally transmitted to us - there is no need to phone, email, or fax the Service Bureau).
Lastly, at the Service Bureau Upload Sessions screen verify that your upload has a Done* status. The Service Bureau will email you within a few hours of receipt of your upload.
Electronic Filing Upload:
When you are ready to upload your records to the IRS or SSA, click on Via the Service Bureau 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 in selecting the forms, filers, and services for this upload. Click "Create File" button.Continue to the Submit a Service Bureau Upload screen and follow prompts. View Control Totals Report to carefully verify selected services and box-by-box totals for the forms and filers in your upload. Most users select Built-in HTTPS secure transfer method. Enter your Digital Signature to authorize the processing of this upload. Then click "Upload My File" (your encrypted data files and signed Control Totals are digitally transmitted to us - there is no need to phone, email, or fax the Service Bureau).
Lastly, at the Service Bureau Upload Sessions screen verify that your upload has a Done* status. The Service Bureau will email you within a few hours of receipt of your upload.
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".Continue to the Submit a Service Bureau Upload screen and follow prompts. View Control Totals Report to verify the forms and filers in your upload. Most users select Built-in HTTPS secure transfer method. Enter your Digital Signature to authorize the processing of this upload. Then click "Upload My File" (your encrypted data files and signed Control Totals are digitally transmitted to us - there is no need to phone, email, or fax the Service Bureau).
Lastly, at the Service Bureau Upload Sessions screen verify that your upload has a Done* status. The Service Bureau will email you within a few hours of receipt of your upload. NOTE: Please contact your in-house IT to ensure that emails with ZIP attachments from sb@1099pro.com are allowed. Results are typically returned within one business day.
* Uploads with a Done (HTTPS) or Done (FTP) status have been submitted to the Service Bureau for processing. Uploads with a Done (Manual) status however, require you to take the additional step of manually posting your upload file on 1099 Pro's secure web browser. Review your Upload Confirmation Sheet (see Special Manual Upload Instructions on second page) for guidance.
If you have additional questions, contact us via Live Chat, email support@1099pro.com or call us at 888-776-1099.
How do I view my rolled over recipient data?
If you have additional questions, email support@1099pro.com or call us at 888-776-1099.
Where are the Data and Backup Data folders stored?
If you have additional questions, email support@1099pro.com or call us at 888-776-1099.
Order Online
Order your 1099 Pro software the fast and easy way, online! Just click the Buy Now button next to the version of the software that you want and it will be added to your shopping cart.
When ordering online, you can choose to immediately download your software or have it delivered right to your door.
Phone in your Order Toll Free
Order the traditional way, by phoning in your order. Our sales staff is ready and waiting to take your order.
Toll-Free Sales: (888) 776-1099
Hours: M - F, 7 am to 5 pm (PST)
Fax or Mail in your Order
You can also place your order by fax or by following the instructions below:
- Download our order form: 2021 ORDER FORM (492k,PDF)
- Print the order form, fill it out in its entirety and select the products you want to purchase. To avoid delays, be sure to add appropriate sales tax and shipping for your area.
- Fax your order to us at: (818) 876-0202
- or -
Mail your order form and payment (check, money order or credit card information) to:
1099 Pro LLC
23901 Calabasas Road, Suite 2080
Calabasas, CA 91302-4104