How to filter 1099 forms based on Batch ID on the Review and Select Services page?
300 views | Last modified 4/13/2023 2:16:52 AM EST | Added by TaxBandits Team

Once the 1099 forms are imported into TaxBandits, they can be filtered using their Batch ID. By default, all of the vendor's forms will be shown on the Review and Select Services page without any filtering. 

Click on the Batch ID drop-down. All the available Batch IDs for this vendor will be listed. Select the particular Batch ID, and the 1099 forms belonging to that Batch ID will be listed.

Filter them based on the Batch ID to grant Online Access, add Postal mailing, or edit/delete the 1099 forms from this screen.