Companies

When 1099-Prep is first configured for your organization, one or more company accounts are created. Customers are created within the company accounts by your 1099-Prep administrator.

Once customers are created, users can login to access the company dashboard and search for customer accounts.

Search for a customer by their name using the Customer Filter field.

Click customer tiles below the field to access payers, recipients, and their related tax forms.

The panels on the left-side of the company dashboard contains announcements related to 1099-Prep, links to helpful resources, and the Cart Search panel; which allows you to look for carts of forms you previously created.

Sections:

• Searching for Customer Accounts

• Accessing Customer Accounts