Basic Steps to Process a Form

1099-Prep supports preparing and filing 1099, W-2, and other tax information forms for multiple recipients within one account. Note the following features:

Below are the basic steps to file a tax form in 1099-Prep. Click on links to navigate to explore that feature.

1. Access 1099-Prep, create an account, and log in.

2. In the Company Dashboard, search and access a customer.

3. Add payers to your customer.

4. Add recipients to your payers.

5. Add tax forms to your recipients.

6. Optionally, import payers, recipients, and form data from previous filing years.

7. Generate reports of tax form you drafted for review.

8. Use tools in panels of the Customer Dashboard to edit and manage payer, recipient, and form data.

9. Add forms to the cart.

10. Review your car, select delivery method, and make payment.

11. Monitor the status of your submission from the company or customer dashboard.

12. Generate reports of tax forms you submitted to the IRS/state for your records.