How to import 1099-MISC/1099-NEC recipient information from Zoho Books?
466 views | Last modified 12/20/2023 8:24:34 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 ZohoBooks account to file Form 1099

Follow the steps below to import Form 1099 recipient information from ZohoBooks to TaxBandits to file Form 1099-NEC and Form 1099-MISC.

  • Sign in to your TaxBandits account.
  • From the dashboard, click Start New>>Form
  • Choose the Form type (1099-MISC/1099-NEC)
  • Select the Tax Year you are required to file.

  • To import details from ZohoBooks to Taxbandits, click the Connect to ZohoBooks button against the ZohoBooks accounting software.

  • Enter your Zoho Books login credentials, and click Accept to allow Taxbandits to access data from your Zoho Books account.

Zoho Books Integration

  • Once successfully connected, select the Organization/Business.

Zoho Books Integration with TaxBandits

  • Review the business details imported from the Zoho Books account to Taxbandits, edit the details as needed, and click Save & Continue.

Zoho Books Integration with TaxBandits

  • Review the recipient payment information imported from your Zoho Books account and edit the details as needed. If there are any errors or missing information, you can easily fix them under the ‘Errors’ tab. To edit errors in bulk, click ‘Export Errors.

  • Once the errors are fixed, click Continue Filing to proceed with transmitting the forms to the IRS.

  • Review the forms, select any add-on services you require before transmitting them to the IRS, and click 'Continue.'

  • Finally, review your Cart Summary, click the Complete Your Order button, and proceed to provide your card details in order to Pay and Transmit the form to the IRS. 

Zoho Books Integration

Once you have transmitted the forms to the IRS, you will receive an order confirmation email with your order details to your registered email address. 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 and XERO to file Forms 1099-MISC and 1099-NEC. 

For step-by-step instructions on importing your payer and vendor (recipient) payment information from Quickbooks, click here.

For step-by-step instructions on importing your payer and vendor (recipient) payment information from Xero, click here.

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