How to import 1099-MISC/1099-NEC recipient information from Xero?
3.0k views | Last modified 1/24/2023 6:41:24 AM EST | Added by TaxBandits Team

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

TaxBandits allows you to import the vendor details and payment history from your Xero account to file Form 1099. Follow the steps to import recipient information from Xero to file Form 1099-NEC and Form 1099-MISC.

But before beginning the import process, please ensure you have set the following preferences in your Xero account.

  • In Xero, confirm that your ‘UserRole’ is either ‘Advisor' or 'Standard + View Reports'. The 1099 Report is available in Xero under 'Accounting -> Reports -> 1099 Report'.

Here's how to import Form 1099 recipient information from Xero

  1. Log in to your TaxBandits account.
  2. From Dashboard, click Start New >> Form.
  3. Select the form you want to file under 1099 series.
  4. Select the Tax Year and continue.
  5. Click Start Now under Xero Connect. Click Connect to navigate to the Xero sign-in page.

Connect & Import from XERO

  1. Enter your Xero login credentials, choose the company/payer from the dropdown menu and click ‘Allow Access’.
  2. Once successfully connected, the payer/business and vendor/recipient payment information will be imported into TaxBandits.
  3. Verify the payer/business information and edit if needed. Click Save & Continue.
  4. Review the recipient payment information that is generated and edit the details as needed.
  5. View the records imported from your Xero account. To proceed with the 'Ready To File' records, click 'Review Successful Records'.
  6. Review the forms before transmitting them to the IRS and select any add-on services you require, then click 'Continue'.
  7. Finally, view your Cart Summary, provide your card details and Pay and Transmit the form to the IRS.

If there are any errored records during the import process, they will be listed under the Errors section. You can either fix the errored records or delete those records and continue with the transmission process.

After you transmit the forms, you will receive an order confirmation email with your order details. You can also view the status of your forms from the 1099/W-2 Dashboard in your TaxBandits account.

TaxBandits also supports importing your vendor details from QuickBooks to file Forms 1099-MISC and 1099-NEC. For the step-by-step instructions, click here.

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