Learn how to transmit your forms to states.

1. Go to Transmit > Transmit on the side menu.
2. Click Create transmittal files.
3. In the State forms section, select State Originals or 1099 State Originals.
4. Select data to transmit.
   1. Select which forms to transmit.

      Payers and forms

      All payers and forms are selected by default. If you don't want to include a payer or form, click the Arrow icon and clear the checkbox.

      Include forms with errors

      We recommend fixing errors in your data before transmitting. If you want to ignore errors in your data and transmit the forms anyway, select this checkbox.

      Note: If selected, forms with errors and forms whose recipient has errors will be transmitted.

   2. Download reports.

      • Click Forms included in transmit to download an Excel file with all the records included in the transmittal. The records match the criteria you selected in the Data selection section.

      • Click Payers with missing state IDs to download an Excel file that includes which payers are missing state IDs. Read the article on adding a payer for more details on state IDs.

   3. If you are transmitting to Idaho, Maryland, or West Virginia, you may need to add their annual withholding reconciliation forms.
5. Click the Arrow icon next to a form type to expand the section and review your control totals.

   • Control totals typically include the sum of all payment amounts and withholding amounts and the total number of forms being transmitted. The control totals are based on the criteria you selected in the Data selection section.

   • In the control totals section, there are control totals for every field and every state, with states displayed in separate rows. Each state requires a separate transmittal file. If there are three state rows, you will have three transmittal files. Scroll to the right to view all columns.

   Tip: If the Refresh control totals button is enabled, the displayed control totals are outdated. Click this button to get the most recent control totals.
6. If the control totals look accurate, click Create transmittal file.
7. On the pop-up, enter a person's name, email, and phone number we can contact if the filing fails. Then click Confirm transmit to finish creating your state transmittal files.