Before you start
Gather the following information before you begin using eFileMyForms.
Account requirements
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Valid business email address
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Federal Employer Identification Number (FEIN) or Social Security Number (SSN)
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Business name and address as registered with the IRS
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State tax identification numbers (for applicable state filings)
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Payment method (credit card or bank account information)
System requirements
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Modern web browser
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Stable internet connection
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PDF reader for viewing and downloading forms
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Spreadsheet software (Excel) for data preparation
Initial setup
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Create your eFileMyForms account at efilemyforms.com.
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Verify your email address.
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Complete your business profile with filer and contact information.
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Review current filing requirements and deadlines for your business.
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Download data import templates for your specific form types.
Filing information
- For 1099 filings
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Recipient names, addresses, and Taxpayer Identification Numbers (TINs), such as Social Security Number (SSN) or Employer Identification Number (EIN)
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Data you are reporting based on the form type (nonemployee compensation, rent, and other income)
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Payer information (your business details)
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- For W-2 filings
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Employee's personal information (name, SSN, and address)
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Data you are reporting
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State and local wage information
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- For Affordable Care Act (ACA) 1095 filings
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Employee coverage information
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Monthly coverage details
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Premium amounts (for 1095-A)
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Employer-sponsored coverage details
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- For state-specific filings
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Nonresident payee information (California 592-B)
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Withholding amounts by quarter
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State-specific identification numbers
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- For 1042-S filings
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These are examples. Your reporting requirements may be different.
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Foreign person recipient information
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Payment amounts subject to withholding
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Withholding tax amounts
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Income codes and exemption codes
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