Deleting Forms

IMPORTANT: Forms can not be deleted once submitted to the IRS in 1099-Prep. You must perform a negation or correction after it has been processed and resubmit.

  1. Access the company dashboard.

  2. Optionally, if you need to search customers from a different filing year, select the filing year.

  3. Optionally, use the Customer Filter to search for a customer account.

  4. Click the expand tile arrow on a payer tile.

  5. Click the expand tile arrow on a recipient tile.

  6. Click the DELETE button under a form tile. The Edit Form prompt displays.

  1. Click PROCEED.