Podcast Streamlining Form 1099: IRS Changes & Tax1099 Updates
Brief:
Explore IRS tax form changes, eFiling optimization, enhanced UI, eDelivery updates, and innovative features in our webinar. Learn API management, hassle-free IRS filings, receipt management, and compliance tips. Register now for expert insights!
What will be covered in the session:
- Latest IRS tax form changes
- Discover the intuitive Changes to UI
- eDelivery Updates: ensuring digital documents are securely and promptly delivered
- Data Users Editing Access: Enabling collaborative efforts and data accuracy
- Assigning GroupID to Member Users: simplifying user management
- Schedule IRS Filings feature: allowing you to automate your filing process
- Tailor your communication preferences with the ability to Opt-Out of Email Updates
- Retrieve past information effortlessly by being able to Gather Previous Receipts
- Customize your documents with Unmask PDF Options
- Have complete control over your platform integration by being able to Enable/Disable API Access
| S.No | Host | Date & Time (EDT) | Registration Links |
| 1. |
Ed Pratt (COO)
&
Karen Henry (Director of Learning) |
6th Nov(Mon)
12:00 to 1:00 pm |
Register Now |
| 2. |
Ed Pratt (COO)
& Karen Henry (Director of Learning) |
7th Nov(Tue)
1:30 to 2:30 pm |
Register Now |
| 3. |
Ed Pratt (COO)
& Karen Henry (Director of Learning) |
15th Nov(Wed)
1:00 to 2:00 pm |
Register Now |
| 4. |
Ed Pratt (COO)
& Karen Henry (Director of Learning) |
17th Nov(Fri)
12:00 to 1:00 pm |
Register Now |
| 5. |
Ed Pratt (COO)
& Karen Henry (Director of Learning) |
20th Nov(Mon)
12:30 to 01:30 pm |
Register Now |
| 6. |
Ed Pratt (COO)
& Karen Henry (Director of Learning) |
21st Nov(Tue)
1:30 to 2:30 pm |
Register Now |
| 7. |
Ed Pratt (COO)
& Karen Henry (Director of Learning) |
28th Nov(Tue)
1:00 to 2:00 pm |
Register Now |
| 8. |
Ed Pratt (COO)
& Karen Henry (Director of Learning) |
30th Nov(Thu)
2:00 to 3:00 pm |
Register Now |
| 9. |
Ed Pratt (COO)
& Karen Henry (Director of Learning) |
5th Dec(Tue)
1:00 to 2:00 pm |
Register Now |
| 10. |
Ed Pratt (COO)
& Karen Henry (Director of Learning) |
7th Dec(Thu)
12:00 to 1:00 pm |
Register Now |
Featured Video
How-to Videos
The Tax1099 Dashboard
Setting up Enterprise
Printing copies from PDF
Importing from Excel
User Sends Consent Request
Push Forms to Portal 1
Integrations
2-way sync: Bill.com, Xero,QuickBooks Online
Importing from Bill
Importing from QuickBooks Desktop:plugin
QuickBooks Desktop Plugin : Install and Import to Tax1099
Importing from QuickBooks Desktop: webconnector
Importing from Excel
Sage Integration to Tax1099
View More
View Less
More videos
Manage People Screen
eSoliciting W9 payer info
eSoliciting W9 recipient info
Emailing recipient forms
Changing scheduled date
Customer Stories
JUDY B
DIRECTOR OF FINANCE
“I really was impressed with the support Tax1099.com provided at a time when I knew they were super busy.”
YVONNE P
TAX1099 USER
“I created my free account and made a mistake while filing. I reached out to the team and they were very patient with me and worked with me to fix the problem. The team responded quickly to me and would send updates on what was going on as they were fixing it. I really appreciate their help!”
BRENDA O
FINANCIAL BENEFITS ADMINISTRATOR
“The Tax1099 team took care of any issues when they were identified and did not stop working with me until everything was figured out. Getting this type of support is very important because of the deadlines for tax reporting. The Tax1099 teams’ commitment to following through is deeply appreciated!”
RYAN V
FINANCE AND RISK
“It was great having Tax1099 help service our filing needs. Jon was very helpful throughout the process and ensured the file that we provided was correct and didn’t have any issues. Additionally, he was readily available anytime I had questions!”
Jim S
SMALL BUSINESS OWNER
“We decided to outsource the process and Jon and the Team from Tax1099 were a lifesaver. Jon helped with some customized eFile assistance and all we had to do was forward an excel file with our information and Tax1099 took care of the rest at a very reasonable cost.. I would highly recommend Tax1099 to any company and look forward to working together with them in the for years to come.”
WILLIAM C
CONTROLLER
“As a current and past customer, I’ve always looked to Tax1099 as my “go-to” when in a crunch with my clients’ needs.”
CINDY H
FOUNDER AND OWNER
“Tax1099 is exactly the tool we had been looking for to help us streamline our 1099-MISC filing process. Their integration with Xero worked beautifully by allowing us to save many hours of data entry. With the help of Tax1099’s robust features, we were able to save time while offering our clients greater value.”