How to give 1099 Online Access for my recipients?
1.9k views |Last modified 11/8/2023 1:35:36 AM EST | Added by TaxBandits Team

TaxBandits’ Online Access is a feature that allows your employees and recipients to securely access their forms online through a portal. To help them use this feature, you will need to enable them online access. However, before they can view their forms, they must provide their consent. Once their consent is obtained, they will be able to access the forms shared by you. 

Here's how you can enable Online Access:

• From the home dashboard, click Distribution Center
• Under Online Access, click 1099/W-2/1098/5498 Forms.

• Click “Manage” next to the business to enable online access for the recipients within the business. 

• However, to provide access to the online access portal, the employee's/recipient's email address is required. Click the (+) icon to add the email address. Once added, click Share forms

• Select the recipient and click “Enable Online Access”.

• Review your order and make the payment. Upon completion, the recipients will receive an email providing access to the form copies via a secure online portal. 

• Please note that when you enable Online Access for a recipient/employee, all forms filed for them will be available online, including the previously filed ones.