1099 Reporting

Manage filers and recipients

A filer is the business or individual responsible for submitting tax forms to the IRS. Recipients are the individuals or entities that receive payments reported on your tax forms. Before you can add recipients or create forms, you need to add at least one filer with your business information. Before you can create forms, you need to add recipients to your account. You can also update recipient information at any time if their details change.
Tip:

You can create multiple filers if you file on behalf of different entities.

Add filers

Tip: You can also watch the video on adding a filer.
  1. On the menu, click Filers.
  2. Click Add New Filer.
  3. On the Filer page, enter your information.
    • All the required fields are highlighted in blue.

    • Though the State I.D. Number(s) box is not blue, you may still be required to fill it out if the state you're doing business in requires a state withholding number.

    • The IRS requires a department code. If you don't have one, enter a placeholder value such as 001.

  4. Optional: To run a real-time check on the filer's TIN, enter a name and TIN, then click Verify TIN at the top of the page.
  5. When you're finished entering your information, click Save.
    Note:

    You can create as many filers as you need.

Your filer is created, and you can view or edit it on the Filers page.

Add recipients

Tip: You can also watch the video on adding recipients.
  1. Click the Recipients tab.
    This will take you to the Recipients page.
  2. Select your filer by clicking the For filer dropdown and then clicking the filer.
    The For file dropdown is highlighted.
  3. Click Add New Recipient.
  4. On the New Recipient page, enter all required information about the recipient.
    Required fields are highlighted in blue.
  5. Optional: To run a real-time check on the recipient's TIN, enter a name and TIN, then click Verify TIN at the top of the page.
  6. When you finish entering your information, click Save.
Your recipient is created, and you can view or edit it on the Recipients page.

Edit filers

Tip: You can also watch the video on editing a filer.
  1. On the menu, go to Filers.
  2. Select the filer's row, then click Edit Selected Filer.
    The Edit Selected Filer button is highlighted.
  3. On the Filer page, update the filer's information.
  4. Optional: If you edited the filer's name or TIN, click ​Verify TIN​ at the top of the page.
  5. When you are done editing, click Save.

Edit recipients

Tip: You can also watch the video on editing a recipient.
  1. Click the Recipients tab.
    This will take you to the Recipients page.
  2. On the Recipients page, select the recipient you want to edit by selecting the checkbox at the beginning of the row.
  3. Click Edit Recipient.
    The recipient's checkbox and the Edit Recipient button are highlighted.
  4. On the Recipient page, edit the recipient's information as needed.
  5. Optional: If you edited the recipient's name or TIN, click ​Verify TIN​ at the top of the page.
  6. When you're finished, click Save.