Xero Setup Guide
How do I eFile 1099 forms using the data from Xero?
Using 1099SmartFile with Xero is quite easy and simple. You can prepare your 1099 report in Xero and authorize 1099SmartFile to pull the report in to our systems. Please follow the instructions below.
Setup integration with Xero.
Go to the 'Integrations' from left navigation and click on the 'Xero' logo to begin the setup process for integrating with Xero.
Sign in into your Xero account.
Please use your Xero credentials of the Xero organization you want to import the data from. If you have multiple organizations, you will be able to select the one you want to import from.
Connect 1099SmartFile to your Xero account.
If you have multiple Xero organizations, please select the organization you want to connect to. Click on 'Allow Access' to connect your account to Xero and you will be redirected back to 1099SmartFile
Verify connection details.
If the connection process is successful, you should see the connected Xero organization details. Click 'Next' to import the data
Review the data to be imported.
We will pull the 1099 report from Xero. If you haven't prepared your 1099 report in Xero, please log into your Xero account and prepare the the 1099 report before attempting the import again. Note that, you need to have Advisor role or Standard + Reports role to be able to prepare a 1099 report in Xero. Please review the data to be imported. If anything is wrong, fix the 1099 report in Xero and import the data again. You will be able to make changes to the imported data in our systems, but please note that, the data updated in 1099SmartFile will not be synced back to Xero account. Click 'Next' to import the data into 1099SmartFile.
Submit your filings
Now, you are ready to submit the filings you have imported. You can always make edits, add more payees and filings, before submitting.