Form 1099 Preparation & Filing
What this service is
End-to-end 1099 compliance—W-9 collection, payee review, thresholds, TIN validation, form prep, e-file, state handling, and recipient delivery—so contractor and payee reporting is accurate and on time.
Who it’s for
Businesses that pay contractors, landlords, attorneys, interest/dividends, or other reportable amounts and want a clean, documented process without scrambling each January.
What we do
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Payee & payment review: identify reportable vendors/accounts (NEC, MISC, INT, DIV, R, etc.), apply thresholds and exemptions.
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W-9 collection & validation: request/track W-9s; verify name/TIN formatting; flag mismatches.
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TIN matching: optional IRS TIN Match to reduce CP2100/B-Notice risk.
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Mappings & cleanup: align GL/vendor types and boxes (e.g., 1099-NEC Box 1, 1099-MISC Box 1/2/3, rent, legal).
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Form preparation: generate 1099-NEC and 1099-MISC (and others as applicable).
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E-file & delivery: file with IRS (IRIS) and states as required; deliver recipient copies (mail or secure e-delivery).
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Corrections: prepare and e-file corrected forms when needed; maintain an audit trail.
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Documentation: year-end checklist, exception log, and support memo.
Tools: native QBO/Xero/NetSuite exports plus Track1099, Tax1099, or eFileMyForms (we’ll recommend the lightest tool that meets your needs).
Package notes (what scales up at higher tiers)
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Bulk W-9 outreach with reminders and e-signature.
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Automated TIN match on new vendors and pre-file batch.
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Multi-state filing (including non-CF/SF states) and local requirements.
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Large-volume imports, de-duplication, and exception handling SLAs.
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Post-filing support for B-Notices and reasonable cause letters.
Summary: Lower tiers cover core NEC/MISC prep and IRS e-file; higher-tier packages add automated W-9/TIN workflows, expanded state coverage, and tighter SLAs/corrections.
Output & delivery
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Filed 1099 PDFs (recipient + filer copies) and IRS/state acknowledgements
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W-9 archive and TIN-match results (if used)
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Exception report (missing W-9s, non-reportable vendors, box changes)
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Workpaper tie-out from GL/vendor payments to filed totals
What we need from you
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Year-to-date vendor payment detail (by vendor, account, and date) and any non-cash payments.
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Vendor list with emails/addresses; prior-year 1099s (if switching).
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Policy decisions (e-delivery consent, de minimis handling, deadlines for contractor responses).
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Signed filer authorization (if we transmit on your behalf).
Key deadlines (typical)
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Jan 31: 1099-NEC recipient delivery and IRS e-file due date
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Jan 31 / Feb–Mar: 1099-MISC recipient/IRS due dates (vary by method/state)
We manage a filing calendar and will recommend extensions only when appropriate.
Timeline
2–4 weeks from data handoff (faster for small sets).
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Data pull & W-9 chase → 2) Mapping & TIN checks → 3) Draft review → 4) E-file & delivery → 5) Corrections window.
Pricing drivers
Form count, vendor count, W-9 chase volume, TIN matching, number of states, corrections volume, and e-delivery vs mail fulfillment.
Quality & security
Encrypted intake & delivery, least-privilege tool access, versioned workpapers, and a documented audit trail (W-9s, TIN results, filings, acknowledgements). We align to your WISP and never request unnecessary sensitive data.
Popular add-ons
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Vendor onboarding workflow (W-9 + banking via secure portal)
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Ongoing 1099 tagging during the year (keeps January clean)
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Sales/use tax checkup for contractor/service spend
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Policy & controls tune-up for spend approvals and vendor maintenance
Note: We can coordinate with Ramp/bill pay and your GL so vendor types and 1099 tags stay current throughout the year.