Sign in and Tax1099 - FAQ

Below are some of our most frequently asked questions about how Tax1099 works with 

How do I set up Tax1099 with my account?
For a video tutorial and written setup instructions, check out this article: and Tax1099
Back to top
Where do I find the link to Tax1099 app in
  1. Hover over the gear icon , and then click App Center
  2. Click Tax1099
Back to top

How do I mark my vendors as 1099 in
  1. Hover over Payables, and then click Vendors
  2. Select a vendor, and then click Edit 
  3. Select 1099 Vendor. You should also enter their Tax ID, and their email address to eFile, or mailing address to mail the forms.
  4. Click Save
Back to top
How do I assign accounts to 1099 categories in
Accounts used for payments to 1099 vendors must be categorized accurately in order for them to populate correctly in Tax1099. 
  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 Edit  
  4. Select the applicable category from the 1099 Category drop-down menu
  5. Click Save
  6. Repeat for all expense accounts that apply to a 1099 category.
Back to top

Can I still use Tax1099 if I didn't use for the full year? 
The payments you made using will automatically be sent to Tax1099 during the setup process. If you have payments that weren't recorded in, you can manually add them in Tax1099, or import them in a CSV file.
Back to top 

Will offline payments recorded in (e.g. checks printed in my accounting system) be sent to Tax1099? 
Yes, all payments either made or recorded in will be sent to Tax1099.
Back to top
Can I use Tax1099 on a Mac?
Yes! Tax1099 is cloud-based, and can be used in any browser.
Back to top

If you update info in Tax1099, will it update in
No, information updated in Tax1099 will not sync back to If you need to add missing information to a vendor, we recommend that you make changes in first, and then restart the import of the information to Tax1099. Otherwise, you'll need to update in both Tax1099 app and
Back to top
How does Tax1099 pricing work? 
Tax1099 has different pricing levels, depending on your needs. Learn more here: Tax1099 Pricing
Back to top
I'm an accountant, and will be filing for multiple clients. How does pricing work for me?
For accountants, pricing is based on the number of filings across all of your clients. 
  • Ex: If Client A has 10 filings, Client B will be in Tier 2 pricing.
Back to top

How do I contact Tax1099 Customer Support? 

Search their knowledge base at or use the live chat on their website.

You can also contact them using one of the methods below:


Phone: 1 (877)811-3829

Back to top

What do I do if my vendor didn't provide their SSN or ITIN? Do I still have to file?

Enter a form without TIN in, stating TIN Not Provided.

In the meantime, request a W-9, and track the date you request it as proof, if you are penalized later by the IRS. If you've already requested a W-9, keep those records as well. 

In general, do not issue any payment to a vendor without collecting their W-9, or withhold 28% (per the IRS) if they refuse to provide one.

Back to top

What if I only owned my business for a few months last year, and then sold it. Do I still have to send 1099s for payments over $600?
Yes, you are still required to file in this case.
Back to top

Do I need to collect a W-9 or TIN from vendors who are individuals?
Always collect a W-9 from anyone you pay in the course of your business or trade. 
Back to top
Is my vendor's TIN the same as their SSN?
Yes, a vendor's TIN is usually their Social Security Number or an EIN (Employer Identification Number)
Back to top
Do vendors need to consent to receive their statement through the mail?  
No. Consent is only required for electronic delivery (eFile).
Back to top

What if a vendor doesn't respond by the email deadline? Can I send their 1099 by both mail and email?
You can choose to mail and/or email each vendor as needed, in Tax1099.
Back to top

When I eFile, do I need to sign the 1096 form?
The 1096 form is not required when you eFile.
Back to top
Do I have to use 1099-K if I paid my bills through What if I paid using my debit or credit card?
1099-MISC forms must be sent to vendors you paid through
1099-K forms are not required for payments made through using ACH.
1099-K forms are sent through a third-party settlement entity to people who were paid with funds received from another source (ex: paid funds from debit/credit card transaction to a merchant that the card owner made a purchase from).
If the payment was processed by a third-party settlement entity for credit or debit cards, they will issue a 1099-K instead of a 1099-MISC. The payment card networks are required to submit gross sales information reporting (IRS Form 1099-K) to the IRS for each merchant.
To note: is not a third party network and does not make third party network payments. We are not a Payment Settlement Entity.
Learn more here

Back to top