Options to add recipient 1099-MISC forms
5.9k views | Last modified 1/6/2022 5:29:45 AM EST | Added by TaxBandits Team

Applicable To
94X 1099 W-2 ACA W-4

There are multiple ways you can add recipient 1099-MISC forms for a payer. One is to manually add the 1099-MISC forms for each recipient, and the other is to upload their 1099-MISC forms in bulk. Options to connect & import recipient details from XERO and QuickBooks are also available.

  1. Log in to your TaxBandits account.
  2. From the top right corner of the home page, click on Start New >>  Form >> 1099-MISC
  3. Select the tax year and continue. The options to manually add or bulk upload payers and recipients are shown, along with the options to import from XERO Connect and QuickBooks Online.

Depending on the type of method you choose to add recipient 1099-MISC, the flow of your filing process will vary.

Manual Data Entry

We recommend this option when the count of recipient 1099-MISC forms to file is low, or you have bulk uploaded the forms earlier and just want to add one or two 1099-MISC forms to the same order.

The manual data entry flow lets you add 1099-MISC forms one by one. If the recipient is available in the address book, you can quickly pull up their details using the search bar and you will only need to fill in the federal and state information.

Enter the first recipient details and click Save&Continue. A preview of Form 1099-MISC with payer and recipient details will be displayed.

Import using Bulk Upload

We recommend this option when you have many 1099-MISC recipient forms to file. You can use your template, TaxBandits employee excel template, or the XERO template to bulk upload the forms. XLX, XLSX, and CSV are the only acceptable formats.

While using the template we provided, we will map the columns for you so that you can proceed with the filing process hassle-free!

To add more recipients in bulk, click Bulk Upload Recipients in the flow.

Import from XERO

There are two ways you can pull in the 1099-MISC recipient payment details from XERO into TaxBandits. One is to export the 1099 Report into XERO and import it using the bulk upload feature. The other is to connect to your XERO account directly from TaxBandits and import the details.

For step-by-step instructions on importing recipient 1099-MISC details from XERO, click here.

Import from QuickBooks

TaxBandits allows you to connect your QuickBooks account, select the payer, and import the recorded payments into your TaxBandits account. 

Use your QuickBooks credentials to choose the payer/company and map categories for the payments recorded in QuickBooks against the Form 1099 fields in TaxBandits. By doing so, the payment details will be imported into TaxBandits, and you can proceed to file the returns for your vendors. On submission, the payment details are imported into TaxBandits. Verify the details, add missing information, and file the returns hassle-free!

For step-by-step instructions on importing recipient 1099-MISC details from QuickBooks, click here.

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