1099 Reporting

User roles and permissions

When you add a user, you can choose from five user roles.

Function Real Time TIN User Read Only User Withholding Forms Only Editor Admin
View data ✓ ✓ ✓ ✓
Add payer data ✓ ✓ ✓
Add all data ✓ ✓
Upload and download files ✓ ✓
TIN matching ✓ ✓ ✓
Create, edit, and send withholding forms ✓ ✓ ✓
Create print previews of individual records ✓ ✓ ✓
Create print files ✓ ✓
Approve print files ✓
Create transmittal files ✓ ✓
Approve transmittal files ✓
Create and manage users ✓