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Bill.com and Tax1099

Overview

Bill.com connects with Tax1099 to let you quickly and easily file your 1099 information. 

Watch this video for step-by-step instructions on how to connect with, and use, Tax1099. Written instructions are included below. 

 

 

 

Connecting with Tax1099

I. Mark vendors as 1099 recipients

  1. Hover over Payables, and then click Vendors
  2. Select a vendor, and then click the edit icon  
  3. Select 1099 Vendor
  4. Click Save
  5. Repeat for each 1099 vendor

II. Map your Chart of Accounts

  1. Hover over the gear icon , and then click Settings
  2. Under Accounting, click Chart of Accounts
  3. Select one of the accounts you'll be mapping, and click the edit icon 
  4. Select the applicable category from the 1099 Category drop-down menu
  5. Click Save
  6. Repeat for each account that needs to be mapped

III. Connect with Tax1099

  1. Hover over the gear icon , and then click App Center
  2. Click Tax1099
  3. Click Connect
  4. If you haven't used Tax1099 before, create an account here. Otherwise, log in. 

IV. Using Tax1099

  1. Once logged in to Tax1099, select a Bill.com company to import information from. 
  2. Select the tax year, and then click Load Data
    • If you've never used Tax1099 before, under Import on the left side of the page, click Bill.com, and import your data. 
  3. After loading the data, your 1099 information will appear. 
  4. Click Edit to make sure all information is accurate and up-to-date. 
  5. Click Next
  6. Review the 1099. You can export to Excel, if you'd like, or click Finalize
  7. If there are no errors in the 1099, it will appear under Uploaded. If there are errors, it will appear under Not Uploaded.
    • Fix any errors as necessary, and try again.
  8. Click Checkout
  9. Select the 1099s you're going to pay for, and select any download options you may need. 
  10. Make sure to select how the 1099 is going to be sent to the recipient. 
  11. Click Next
  12. Verify the address(es), and then click Save List
  13. You'll get a message letting you know when the 1099s will be sent; click OK to acknowledge. 
  14. Enter your payment information, and then click Pay & Submit to e-file

 

 

Resources

To see Tax1099 in action and learn more about 1099s in general, watch our recorded webinar: Bill.com and Tax1099

Bill.com and Tax1099 - FAQ

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