How it Works

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Step 1:

Add Your Payer

Explore Track1099 for free.

We don't charge until you schedule e-file.

Watch our Easy 1099 video
Add a payer

Step 2:

Enter Your Recipients

Use our easy manual entry or CSV upload options.

Transfer from QB, QBO, Xero, Bill.com.

Transfer from last year or our W-9 service.

Watch our importing videos
Import

Step 3:

Review Your Forms

Green means good for IRS e-file and recipient e-delivery.

Yellow is good to IRS e-file and postal mail.

Errors show up in red.

Forms Summary

Step 4:

Schedule E-file & E-delivery

Neither W-3 nor 1096 is required.

We prompt you for the correct IRS due date.

Pay with any major credit card.

Watch our e-delivery or postal mail video
Checkout

Step 5:

Download For Your Records

Free PDF and CSV files

Free state files, as needed

Free recipient e-corrections

Checkout

Step 6:

Add More Payers

Our All Payers dash gives you a one-glance overview.

Manage your team members easily.

Statuses go from Scheduled -> Sent -> Accepted

Overview

You're Done!

Next year, your information is easily transferred.

We keep your data available for five years.

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