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1099 Reporting

Tax Information Reporting

Environments and tax years

Learn about tax years and the difference between the test and production environments, how to add a new one, and how to change between them.

When you log in, the environment and tax year default to the ones you were last working in, but you can switch to another environment and tax year.

Important: Before starting your tasks, verify that you are working in the correct environment and tax year combination.
Environment
TEST
The test environment is generally used to check if everything is accurate before importing your data into production. You can test if any of your data will be rejected or has errors.
PROD
The production environment is used to import your data, print, and transmit the final forms.

The test and production environments work independently from each other. What you do in the test environment won't change anything in the production environment, and the same goes the other way around. Plus, any changes you make in a specific tax year won't affect the data in other environments or tax years.

Tax year
A calendar or financial year for which your company is reporting income, expenses, and other tax-related information.
Context
The combination of environment and tax year. For example, PROD 2026.

If you previously used Taxport, you may know this as an alias.

Add a new tax year

Learn how to add an upcoming tax year and transfer data into it.

Note:

If you are adding tax year 2026 or later, some forms might not be available yet.

  1. On the side menu, go to Settings > Tax year management.
    The Settings icon and the Tax year management button are highlighted.
  2. Select a tax year from the New tax year context dropdown. Then click Next.
  3. Use the dropdowns in the From product context and From test context fields to select which environment and tax year you want to transfer data from.
    If you don't want to transfer any data from a test environment, clear the Transfer test data checkbox.
  4. Use the dropdown in the From tax year field to select which tax year you want to transfer print notes from.
    If you don't want to transfer print notes, clear the Transfer print notes data checkbox.
  5. In the Data to be transferred section, select the data you want to transfer for payers, payer state and locality IDs, and recipients.
    Note:

    If you don't want to transfer any data, select the Do not transfer options.

    The Do not transfer payers and Do not transfer recipients options are highlighted.

  6. Click Next.
  7. Review your selections, then click Submit.
Adding the new tax year and transferring your data will take a few minutes. After that, the data will be available in the new tax year. Read about how to switch to a new environment and tax year.

Change environment and tax year

Learn how to switch between tax years and test and production environments.

  1. Click the field on the side menu that shows either PROD or TEST and a year.
  2. Select an environment and tax year combination.
    For each tax year, both production and test environments are available.The environment and tax year switcher is shown.
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Last updated: October 1, 2026