Currently, we support 1099-MISC, 1099-NEC and 1099-INT. We will be supporting additional forms in the future. If you have additional types of forms to file this year, please contact us and we may be able to help you.

Most of the forms are due on Jan 31st, but there are a few exceptions based on the data being reported in a form. Please checkout our form specific pages below for the important filing deadlines for this year.

1099-MISC

1099-NEC

When you eFile 1099 forms, there is no need to file a separate 1096 form, as such, we do not file a 1096 form with the IRS and you are not required to file one either. However, if you are filing some of your 1099 forms by paper, you do need to file a 1096 with those paper forms.

• eFile Only

• eFile Print & Mail

• Bulk data import

• Integration with Intuit QuickBooks Online and Xero

• e-Filing with the IRS

• Confirmation messages at each step of the process

• Printable PDF copies for your records

• Email delivery to the recipient if an email address is provided

• Storage of the Payer and Payee data for 3 years

You can upload all of them using our Excel Template and save a lot of time. Please visit our page Data Import for more information.

Data import page

Yes, we do, and you can import your data directly from QuickBooks or Xero. Please visit our page Data Import for more information

Data import page

Yes, when you choose our Print & Mail option while e-Filing, your payees will receive a printed copy of the form via first-class mail

Security is paramount when you're dealing with social security numbers and personal financial data. Our website is designed to protect your data against unauthorized access. All our services are hosted in SOC-2 compliant data center and information is encrypted before it is saved into our systems.

Yes, we are an IRS approved eFile provider

We do support the IRS's Combined Federal/State Filing (CF/SF) program, through which the IRS transmits the filings to the participating states. Generally, this program meets the requirements of most states, but please verify directly with the Department of Revenue for the state in question as every state requirements are different.

The Combined Federal/State Filing (CF/SF) program was set up by the IRS to simplify 1099 form filing. Through this program, both the original and corrected 1099 filings you submit to the IRS can be sent to the participating states electronically.

All the forms that we support (1099-MISC, 1099-NEC and 1099-INT) are supported by CF/SF program. If you have additional types of forms to file, please contact us.

As of Jan 2024 (for filing year 2023), the following states are part of CF/SF program.

• Alabama

• Arizona

• Arkansas

• California

• Colorado

• Connecticut

• Delaware

• Georgia

• Hawaii

• Idaho

• Indiana

• Kansas

• Louisiana

• Maine

• Maryland

• Massachusetts

• Michigan

• Minnesota

• Mississippi

• Missouri

• Montana

• Nebraska

• New Jersey

• New Mexico

• North Carolina

• North Dakota

• Ohio

• Oklahoma

• South Carolina

• Wisconsin

There is no separate charge for filing with the states through Combined Federal/State Filing (CF/SF) program. When you create your filings, you just have to indicate that you want to report to states and we will take care of filing with the states through the CF/SF program.

Yes, you can set up multiple Payees under the same account. When creating a filing, simply select the Payee

As an accountant, you can setup multiple clients under one accountant account. After signing up with an accountant account, simply go to the clients tab from left navigation and click 'Add Client' button.

Your data is retained according data governance rules of the state. We will retain this information up to 3 years. You can login any time to view your past filings.

Yes. Once you sign up, click on the 'Import Data' button and follow instructions.

There is no limit on how many payees and filings you can import. However, we only support importing 1000 filings at a time.

Yes, you can correct the data in Excel document and can re-import the data. When re-importing the data, we detect duplicates and give you a choice to overwrite the payee and filing information if needed.

We are a member of Intuit developer network and QuickBooks Online team has reviewed the integration before listing it on QuickBooks app store.

Yes. When you setup QuickBooks integration, for each client in 1099SmartFile, you can pick the corresponding QuickBooks account to import data from. You can do all this with your accountant account credentials.

We import all the Vendors as Payees into our system. We also download Chart of Accounts and transactions, so that you can categorize various chart of accounts to 1099 box fields to automatically calculate the box amounts.

Not at this time. But if you are a large firm and have lot of clients, please contact us. We may be able to help you.

For Xero integration, once you authorize the connection, you need to prepare your 1099 report in Xero. Go to Accounting->Reports and locate the 1099 Report in 'Taxes and balances' section. You can also search for 1099 report after navigating to Accounting->Reports. Once you are on 1099 report page, prepare your 1099 report by setting your mapping rules. Once you are satisfied with the report, import this report from the integrations page of 1099SmartFile and we will automatically create payees and filings based on the data in the report.

Yes, our app is approved and is listed in the Xero App store. Please take a minute rate our app in the Xero app store.

Please checkout our pricing page below.

Pricing Page

We run various promotions and some of them may include certain amount of free filings. Just file using the account and we automatically calculate the cost based on the promotion active at that time.

We allow all major credits, including easy to Wallet services like Apple Pay and Google Pay.

No, we do not store your payment information. We are partnering with industry leading payment processor, Square, to collect the payments. Your payment information never touches our systems.

As a payer, it is your responsibility to file 1099s for the payments made to an independent contractors and other 1099 vendors, with the correct payee information. IRS may send your B-Notices and require you to begin withholding taxes and pay them to the IRS, if you report 1099s with incorrect payee information. To avoid costly corrections and complicated backup withholding process, you can optionally verify the TIN and name provided by your payees when you submit filings using 1099SmartFile. We check the payee's TIN and Name combination against the IRS database. If TIN verification is successful, we process the filings and send them to the IRS. If TIN verification fails, we send the filings back to you, so that you can fix the payee information and re-submit the filing. Please note that during the last 2 days of Jan, to avoid delays in filing, we submit the filings to the IRS before TIN verification is complete.

Oftentimes, TIN verification failures happen because people use their DBA (Doing Business As) name as their legal name, or use their individual name when they have formed a legal entity, or enter their TIN as SSN, when it is an EIN or vice versa. Please contact your payee and get the correct information. You can also request a W-9 form from your payee using our program (charges apply). Once you have corrected the information in our system, you can resubmit your filing. You can optionally select to re-verify the TIN (charges apply) or choose not to re-verify the TIN when you re-submit your filing. If you are certain that you have the correct vendor information. If you are certain that you can have the correct payee information, you can ignore the TIN verification failure by clicking the "Ignore" link and re-submit the filing and do not select TIN verification when you are re-submitting the filing

Double check you have entered the information correctly in our system. If you are certain that you have the correct payee information, you can ignore the TIN verification failure by clicking 'Ignore' link and re-submit the filing. Do not select TIN verification when you are re-submitting the filing.

We charge $1.00 for each TIN verification including re-verifications. We have a very competitive pricing for TIN verification. For Small Businesses and individuals, TIN verifications beyond 30 are free and for accountants TIN verifications beyond 1000 are free.

We typically transmit the filings with in 24 hours of your submission. IRS takes another day or two before accepting or rejecting your filings. We send you an email notification once IRS accepts or rejects your filings.

When you eFile 1099 forms, there is no need to file a 1096 form and we do not send a 1096 form to the IRS. However, if you need the 1096 form for audit purposes or just to have a summary of all of your filings, you can download it from 'Reports'->'1099 Filing Summary' report.

If you choose our 'Print and Mail' option while submitting the filings, we take care of printing and mailing a physical copy of 1099 form to your payees. However, if you just want us to eFile, you can still download PDF copies from your account and mail them yourself.

We print and mail the forms as soon as IRS accepts the filings. USPS typically takes 5 to 7 business days to deliver.

Yes, we do. If you made a mistake and IRS has accepted the filing, you need to file a correction to fix the data. We support both Type 1 and Type 2 corrections. Please check out our 'Resources->Guides' section to learn more. However, if IRS rejects because of bad data, you can always fix the data and re-submit the filing. We do not charge you again for re-submissions.

How do I file 1099-MISC & 1099-NEC Type 1 Corrections?

How do I file 1099-MISC & 1099-NEC Type 2 Corrections?