Tax1099 is an alternative to QuickBooks Online for filing 1099s.  Key flexibilities provided by Tax1099 include:

• People filing Net 1099s have more freedom for structuring charted accounts and Product Loss Statements.
• Allows for a complete digital filing solution. Both filings and re-filings can be completed digitally.

Tax1099 Integration / How to get things started

To start using Tax1099 it needs to be enabled. To check if Tax1099 is enabled:

1. Log in to MoxiBalance.
2. Click on Profile on the menu at the left of the screen.
3. Select Contact Info in the expanded Profile menu.
4. Click Office Settings from the tabs.
5. Check that the Uses Tax1099? option has a check next to it.

If the box next to the Uses Tax1099? Option is not checked, please contact Support so we can turn it on for you.

Once Tax1099 is enabled you can start using it:

1. Log in to MoxiBalance.
2. Go to Offices.
3. Select an office.
4. Click on the QuickBooks menu option on the left side of the screen to expand it.
5. Select Tax1099 from the expanded menu.
6. Click Register for Tax1099.com to register. You are taken to the correct website to register.
7. Fill out the registration form on the Tax1099 website.
8. Return to MoxiBalance.
9. Click the com Login button to log in so you can get real-time data integration.
10. Log in to Tax1099 in the pop-up login window.
11. Verify which QuickBooks file you will be using (you will likely only have one option in the dropdown) by choosing it from the dropdown and clicking Select.
12. Choose which item groups to include in your 1099s by checking the check box next to that item. Generally, you will be filing either Gross or Net 1099s. To edit the items in the item groups
13. Click Save Item Selections when you finish choosing which items to include.
14. Set your Payer information. It pulls in from MoxiBalance and QuickBooks, but you can update it if needed. Click Update Payer Info if you make any changes.
15. Click Next.
16. Choose the vendors that you would like to put into Tax1099. Agents should be turned on to Track 1099 by default. The vendors that are added to Tax1099 on this page must have a valid address and name. The vendors also need a valid Tax ID if you do not have one MoxiBalance creates a placeholder you need to change in Tax1099 later.
17. Click Save/Update Vendors. You may come back later to update the Vendors you include.
18. Click Next.
19. Select the Vendors to create 1099s for.
20. Click Create 1099s.
21. Log in to Tax1099. You will see your Payor on the Dashboard.
22. Click the View button next to the Payor.

You can view, update, and delete the 1099 forms for each vendor. You can also check the Tax ID Number before filing with the TIN Match option.

View the Tax1099 Support training documents on their website for more information.

View the following video for more information.