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Submit and report the IRS 1099 forms

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Register with IRS

Important

Before 2024 release wave 2, the integration functionality via IRIS APIs will be ready.

Once the document is submitted to the IRS via API, the IRS 1099 Form Document will change the Status to Submitted.

Note

More details about integration part will be added when new feature is delivered.

To print

After calculation, you can print the document using the Print action. When running the report printing, you can choose which copy you want to print, as you have the following options:

  • Copy B is for the vendor.
  • Copy C is for the sender.
  • Copy 2 is the second copy for the vendor.

Email automation

Prerequisites

Note

You cannot send the document via email if its Status is not Submitted to prevent sending not-submitted document to the vendor.

To be able to send, form documents to your vendor, you need to set up the consent and the email on the Vendor Card page, enabling the Receiving 1099 E-Form Consent field to acknowledge that your vendor has provided signed consent to receive their 1099 form electronically using email.

Note

If you have consent from your vendor for delivering 1099 forms via email, you can use the E-Mail For IRS field if needed, but you can also keep this field blank and fill-in the standard E-Mail field. It will be used for sending instead.

When the form document is created for a certain vendor, the values are inherited from the vendor card. You can see them on the Email FastTab of the document if you select Show more. After document creation, you can't change the consent value in the document, but you can change the e-mail if needed. If you want to change some of these default values on the Vendor Card page, you can do it, and the system will copy their values to all 1099 form documents where the Status has a value Open, if you confirm Yes after changing.

Note

Before you send emails, you must have configured email you will use for sending on the Email Accounts page.

To send emails

If you want to send 1099 form to one specific vendor, you can do it from the chosen 1099 Form Document, by choosing the Send Email action. But it's also possible to automate this process and to send emails for multiple 1099 documents. To do this, open the IRS 1099 Form Documents list page, select all documents or only some of them, and choose the Send Email action.

Once you run the Send Email action, you need to select the report type you want to send, as you can choose Copy B or Copy 2 (required in some situations). By default, emails will be sent only to those vendors to whom they haven't been sent before. If you want to send emails for all selected documents (and resending for some of them), enable the Resend Email option at the request page.

After you select OK, email will be sent immediately for one document or, if you send multiple emails, it will be scheduled through the Job Queue Entry. If email is sent successfully for a certain document, the flag Copy B Sent or Copy 2 Sent will be set on the IRS 1099 Form Document page.

If you try to send email for only one document and sending failed, the error dialog will be shown. If you try to send email for multiple documents and sending failing, the error will be logged to the Email Error Log field on the IRS 1099 Form Document page. When the job for sending multiple documents is finished, its results will be written on the activity log. To open the Activity Log page, choose the Activity Log action on the IRS 1099 Form Documents page.

See also

United States Local Functionality
How to setup the IRS 1099 forms
How to use the IRS 1099 forms
Register New Vendors
Set up Email
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