TaxBandits Knowledge Base

How do I add a new 1099 form directly in TaxBandits?

Sage Intacct clients have the ability to create a new form directly in TaxBandits and transmit it to the IRS. 

These are the steps for creating a new Form 1099:

Sign in to your TaxBandits account.

On the Home screen, Click Start New >> Form >> 1099-NEC.

 

Choose the tax year you need to file for. 

 

Now, choose your preferred method for adding 1099s:
 

• Option 1: Manual Data Entry - To add new 1099s one form at a time, select the Manual Data Entry option.
• Option 2: Import bulk Recipient/Employee data - Use the bulk upload option to import multiple 1099 forms. Download the default Excel template provided, follow the instructions for filing in the template, and upload the file.

 

Fill in the Payer and recipient details and the State/Federal withholding details. Click Save and continue to proceed.

 

All the given information will be validated, and the errors will be displayed, if any. Fix the error before proceeding. 

Once all the errors are fixed, the NEC form will be saved, and Batch_ID will be created for the new form, You can filter it from the Batch_ID drop-down. 

In the same screen, you can also opt for State Filing, Online Payment, and Postal Mailing. Once enabled, Continue to e-file. 

Complete the order after payment, and the form will now be transmitted to IRS/SSA.