Connect with Tax1099

Bill.com connects with Tax1099 to allow the quick and easy filing of 1099 information.

Marking vendors as 1099 recipients

  1. Log in to Bill.com
  2. In the left navigation pane, click Vendors
  3. Select a vendor and click Edit
  4. Select 1099 Vendor
  5. Click Save
  6. Repeat for each 1099 vendor

Mapping the Chart of Accounts

  1. While logged in to Bill.com, click the gear icon
  2. Under Accounting, click Chart of Accounts
  3. Select the account to map to 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

Connecting with Tax1099

  1. While logged in to Bill.com, click the gear icon
  2. Under Apps, click View all
  3. In the Tax1099.com box, click Tax1099
  4. Click Connect
  5. Create a new Tax1099 account or log in to an existing Tax1099 account

Using Tax1099

  1. Log in to Tax1099
  2. Select a Bill.com company to import information from
  3. Select the tax year
  4. Click Load Data
    • If new to Tax1099, under Import on the left side of the page, click Bill.com to import the data
  5. After the data is loaded, the 1099 information will appear
  6. Click Edit to ensure that all information is accurate and up-to-date
  7. Click Next
  8. Review the 1099 data, exporting to Excel if needed
  9. Click Finalize
  10. If there are no errors, the 1099 data will appear under Uploaded. If there are errors, the 1099 data will appear under Not Uploaded.
  11. Fix any errors as necessary and try again
  12. Click Checkout
  13. Select the 1099s needed and select any download options needed, indicating how the 1099s will be sent to the recipient
  14. Click Next
  15. Verify the address(es) and click Save List
  16. Click OK to acknowledge the message confirming when the 1099s will be sent
  17. Enter payment information and click Pay & Submit to e-file