TaxBandits Knowledge Base

How to import 1099-MISC/1099-NEC recipient information from Zoho Books?

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.

Step 1: Sign in to your TaxBandits account.

Step 2: From the dashboard, click ‘Start New Form’.

Step 3: Choose the Form type (1099-MISC/1099-NEC)

Step 4: Select the Tax Year you are required to file and click file form.

Step 5: Click the ‘Import From Accounting Software’ tab and click ‘Connect to ‘ZohoBooks’.

Step 6: Enter your credentials and sign in to your Zoho Books account.

Step 7: Click ‘Accept’ to allow TaxBandits to access data in your Zoho Books account.

Step 8: Select the organization/payer from the dropdown menu to automatically import details from Zoho Books. Verify and edit the imported information as needed, then click 'Save & Continue' to proceed.

Step 9: The recipient information will be imported from your Zoho Books account. If there are errors or missing information, fix individual forms in the Errors tab or click ‘Export Errors’ to edit errors in bulk.

Note: Payments will only be imported from your Zoho Books account if the minimum threshold limit criteria have been met for each box in 1099. View Threshold Limit

Step 10: View the records imported from your Zoho Books account. Click ‘Continue Filing’ to proceed with the ‘Ready To File’ records.

 

Step 11: Review the federal filing summary, opt for state filing based on your requirements, select any distribution or validation services you require, and click ‘Continue’.