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Importing with Entrata

Last Updated: May 21, 2018 10:47AM CDT
Before importing, make sure all the information in Entrata is mapped correctly and the EIN/SSN is provided for each payer and recipient. A phone number is also required for the payer.
Go to
Click Login button in top right corner
Enter Tax1099 Login Information and click Login

Click Import > Entrata

Enter Entrata Login Information:
  • Domain:              
  • Username:        
  • Password:          
Select Tax Year, Tax Form and click Next

If you have imported from Entrata previously for the tax year, you will get a message asking if you want to continue with the saved information from the prior import or start a new import. Select Cancel to continue with the saved information and OK to proceed with a new import. will review your data within your login for Entrata. If you have multiple Payers/Companies in Entrata, we will import data for all of them at one time. You can choose to work with all of them at the same time or work with them one at a time. You can also make changes to the data that has been brought over within the grid you will see on the next page.

The data will be pulled into the Import Grid where there will be green or red dots depending on the data provided. Green = Good Data, Red = Missing/Invalid Required Data and Yellow = Error in Recipient Data. The import will not continue into Tax1099 without having all green dots. Look for red dots on the payer, recipient or the values.

Make sure to look at each payer or work with them all at once. Click Refresh.

Click on the items with red dots to determine what is missing and update the data.

When all green dots are present, it is ready to be imported into
Select all rows by clicking on Select All box in left corner of table. Make sure to select all payers as well to import.
Click Next

At this point, the forms are now created in Tax1099 and the profiles for the payer and recipients have been created.
Notice how many forms have been updated. Click ok.

To submit the forms to the IRS:
Select the form by clicking on the box to the left.
Select the method of sending to the recipient, USPS mail, Email Recipient or neither (you will print the PDF later and mail yourself).
Select TIN Match if needing to confirm and State Filing if allowed.

To change the date of when the form will be submitted to the IRS, click on the “Change Schedule Date for All Vendor Files to IRS” at the top.

Change the date and click OK.

Then click Next at the bottom of the table of forms.

A reminder message about the Schedule Date will pop up. Click OK

It will then prompt you for payment. If you have a prepay balance, confirm the amount and click Pay & Submit to e-file.

If there is no prepay balance, enter the credit card information and click Pay & Submit to e-file.
You will get confirmation reference # on the screen when the form has been successfully submitted.


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