Connect with Tax1099
Bill.com connects with Tax1099 to allow the quick and easy filing of 1099 information.
Marking vendors as 1099 recipients
- Log in to Bill.com
- In the left navigation pane, click Vendors
- Select a vendor and click Edit
- Select 1099 Vendor
- Click Save
- Repeat for each 1099 vendor
Mapping the Chart of Accounts
- While logged in to Bill.com, click the gear icon
- Under Accounting, click Chart of Accounts
- Select the account to map to and click the edit icon
- Select the applicable category from the 1099 Category drop-down menu
- Click Save
- Repeat for each account that needs to be mapped
Connecting with Tax1099
- While logged in to Bill.com, click the gear icon
- Under Apps, click View all
- In the Tax1099.com box, click Tax1099
- Click Connect
- Create a new Tax1099 account or log in to an existing Tax1099 account
Using Tax1099
- Log in to Tax1099
- Select a Bill.com company to import information from
- Select the tax year
- Click Load Data
- If new to Tax1099, under Import on the left side of the page, click Bill.com to import the data
- After the data is loaded, the 1099 information will appear
- Click Edit to ensure that all information is accurate and up-to-date
- Click Next
- Review the 1099 data, exporting to Excel if needed
- Click Finalize
- If there are no errors, the 1099 data will appear under Uploaded. If there are errors, the 1099 data will appear under Not Uploaded.
- Fix any errors as necessary and try again
- Click Checkout
- Select the 1099s needed and select any download options needed, indicating how the 1099s will be sent to the recipient
- Click Next
- Verify the address(es) and click Save List
- Click OK to acknowledge the message confirming when the 1099s will be sent
- Enter payment information and click Pay & Submit to e-file
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