1099 Software

1099 Enterprise Software Overview

Supported Form Types

Import 1099 Records from Text or Excel Files

Our 1099 electronic filing software provides standard import maps, with field type & length specifications, and allows users to import from multiple different file formats! Users can also customize import maps in order to match the file layout that is provided by the source systems that produce the finalized 1099 data. Accepted import file formats are:

• xls, xlsx, tab, csv, pipe
• Import from IRS Publication 1220 Format (sold separately)
• Manual entry

Manage & Browse 1099 Recipients

The 1099 Pro Enterprise user interface allows for quick and easy navigation between filing entities and tax form type (i.e 1099-MISC). Simply select the filing entity and tax form type that you desire and our 1099 eFile software will allow you to browse 1099 recipients by TIN (EIN or SSN), first or last name, or account number. 1099 Pro Enterprise also provides built-in search queries and the ability to create & save custom search queries on the fly! 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)

View Your 1099's Instantly

View IRS replicas of the 1099 form after you have entered, or imported, your data into our 1099 software! Users can open up any recipient's 1099, modify the form data directly, and save their changes with our 1099 eFile software. Additionally, links to IRS instructions and general software help are available on the side of the form for easy access. 1099 Pro also provides additional data fields for:

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

1099 Printing & Mailing

Utilize our 1099 printing software to save time and money by printing directly to blank paper. Features our Combined for Recipient layout that includes all required forms on one sheet, ready to tri-fold and mail! Recipient TIN masking is available for extra security! Don't want to print & mail forms yourself? Let the 1099 Pro Service Bureau handle the burden for you in our SOC I Type II facility. Standard included print templates include:

• Instructions
• State, Payer, Recipient, Copy 2
• Combined for Recipient layouts (i.e., Copy B/Instructions/Copy 2)

IRS eFiling & State Reporting Services

Our 1099 eFile software is IRS approved and allows users to perform IRS reporting via paper or via electronic filing with the IRS FIRE site. The 1099 Pro Enterprise software also supports replacement files, corrections files, and test files. The secure 1099 Pro Service Bureau can also file on your behalf if your company does not have a Transmitter Control Code (TCC), is not familiar with the process, or would simply like to outsource the hassle! Supported IRS and state filing formats are:

• Electronic IRS filing
• Combined Federal/State Filing Program
• State direct filing

1099 E-File Viewer for 1220 Files

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 eFile software! e-File Viewer also supports drag & drop funcionality. Different viewing categories include:

• 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

1099 Pro Enterprise includes a TIN Management Utility to produce and track information requests including Forms W-9, W-9S, and 1st & 2nd B Notices! With this TIN Management Utility, users can easily issue, update, view, and print requests. Simplified tracking mechanism assigns statuses of:

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

The TIN Management Utility includes the Information Request Summary Report, an important tool in documenting due diligence attempts to collect accurate Name/TIN data. The Service Bureau offers a B Notice/W-9 Mailing service.

1099 Corrections Reporting

Our 1099 software supports corrections in both printed and electronic filing formats. Just locate the record you want to correct, open it, type in the correct data, and 1099 Pro Enterprise will create the proper type of correction for you. Don't want to file the corrections yourself? The secure 1099 Pro Service Bureau can print, mail, and eFile 1099 corrections for you!

Security and Audit Trails

1099 Pro Enterprise provides customizable security that can be applied to individuals or groups of users. Software "audit trails" provide detailed records of all changes, including the user, date, and time, that are made to a form. Additionally, the 1099 Pro Service Bureau undergoes an annual security audit, the SSAE 16 SOC I Type II, to ensure that Personally Identifiable Information (PII) is kept safe at all times. Types of customized security restrictions can include:

• 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

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.

Also see our online services: eFileMyForms.com and TINCheck.com.

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 a 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.

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 https://wiki.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 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.

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  * 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, 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.