Support Center

People Management

  • Add and Edit or Delete Payers

    The Payer is the person or company that paid $600 or more to a recipient or vendor. You can add and edit Payer...

    Aug 04, 2016 02:47PM CDT
  • Add and Edit Recipients

    The Recipient is the person or company receiving a payment from a Payer. You can add, edit, and delete Recipie...

    Aug 04, 2016 03:03PM CDT
  • How to add additional users for Enterprise Plans

    If you are registered as an Enterprise Plan on Tax1099.com, you can add members to work underneath you. You ca...

    Dec 06, 2016 04:49PM CST
  • How to Copy Recipients

    How to Copy Recipients Complete the following steps to copy a recipient from one payer to another. For exampl...

    Aug 04, 2016 03:55PM CDT
  • W-9 Solicitation

    If you need more information on a recipient, you can get it with our electronic W-9 feature. To do this, just ...

    Aug 04, 2016 05:00PM CDT
  • How to Add Member User - Enterprise

    You can add member users to your account if you need extra help with filing your 1099s. Follow these instruct...

    Aug 05, 2016 09:05AM CDT
  • Recipient refuses to give SSN

    This happens more than you think. There are times where you may misplace the recipient's W-9 form, or you can'...

    Aug 05, 2016 03:37PM CDT
  • How to summarize all 1099 amounts for a payer

    Each time you submit 1099 forms, a 1096 form is generated by each submission. So if you submitted several time...

    Aug 05, 2016 04:28PM CDT
  • Reports and what they do

    For customers that handle a lot of clients and need quick detailed information on each, the easiest option wou...

    Aug 05, 2016 02:13PM CDT
  • Sync Recipients Back To QuickBooks Online

    Sync Recipients back to Quickbooks Online. Follow these steps: Go to People>Manage Recipient 2. Choose...

    Dec 22, 2016 04:36PM CST

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