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    1099 E-File Service: How to signup and use in QuickBooks Online

    Article ID: 1003102

    Overview

    With a few easy steps, you can now e-file your 1099 misc form instead of filing them manually. QuickBooks Online will sync up to the 1099 e-file set up and download your data.
     
    For information on pricing, billing and other related topics, click here for answers to Frequently Asked Questions.

    Details

    When going to the next or previous step in any part of the process, use the available buttons in the page instead of using the browser navigation buttons.

    The third step in preparing 1099-MISC forms in QuickBooks Online (QBO) gives you the options to either e-file or print 1099 forms.
     

    If you stopped at any point from verifying your 1099 information, and wish to continue submitting your 1099 Forms, or if you want to add more 1099 Forms, follow the steps for returning users.

    For new users:

    Click Turn on Intuit E-file Service.

    Click Get Started.



    Click Import Information.

    Verify your company information, and click Continue.

    The 1099 E-File Service will copy your company information from QuickBooks Online. Any information that can not be imported will be prompted for entry.
     
    Note: Your phone number must have 10 digits and must be entered without parenthesis or dashes.
     

    Enter your TIN (Tax Identification Number), and click OK.

    The 1099 E-FIle Service will always promt you to enter your TIN to make sure that the correct number is submitted with the 1099 forms.  The filing name and address are usually imported from QBO.

    Click Import Information.

    Verify your 1099 Forms, and click Continue.

    Review your 1099 Forms and make sure that the information brought over from QuickBooks is correct. You may choose to select all or select only the 1099 forms you want to submit.
     

    Enter your billing information, and click Approve.

    This information is not imported from QuickBooks Online, so first time users will be promted to enter billing infomation and choose your desired credit card. E-checks are not accepted with the 1099 E-File Service.
     
    Review the Number of forms, and the Total Amount, and then cick Approve.

    Download your 1099 forms, and click Continue.

    You can choose to download and email or print and mail your 1099 forms to contractors.  If you choose to print, you can use plain paper.  This is the final screen where you can review your data prior to submitting the forms.
     
    Once you click Submit, the forms you have submitted can no longer be modified.  You will still be able to submit additional forms up until the deadline.

    Click View to review the final form, and click Submit to send your 1099 Forms.

    Note: Paper Version of Copy A of Form 1099 is for your records ONLY. You should not print or mail this form to the IRS.

    Read your filing summary and be sure to follow the next steps.

    The 1099 E-File home page has links at the bottom that will let you carry out different tasks.


    Screenshots after clicking on the different links:
    • View status
    • View past forms
    • Company setting

    Click Update information.

    Notice that it will show the number of Forms in progress and Forms submitted.

    Verify and select the 1099 Forms you need to submit, and click Continue.

    Review your billing information, the Number of forms, and the Total amount. Click Approve to pay for the service.

    Download or print your 1099 Forms, and click Continue.

    Click View to review the final form(s), and then click Submit to send your 1099 Forms.

    Note: Paper Version of Copy A of Form 1099 is for your records ONLY. You should not print or mail this form to the IRS.

    Read your filing summary and be sure to follow the next steps.

    Top Answers

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