E-file 1099s with TaxBandits for entity-level vendors

 

Do you plan to e-file from the top level, but have some 1099 vendors that you created at the entity level? If so, e-file for the entity-level vendors from within the entity.

Identify entity-level 1099 vendors

1. Go to Accounts Payable > All > Vendors.
2. From the Manage view dropdown, select New.
3. Enter a name for your view.
4. Under Columns, add Form 1099 type and Created at - Entity ID as columns to include.
5. Under Sort, select Created at - Entity ID as the column to sort by and set the Order to Descending.
6. Under Filters, select Include entity records and Show entity column.
7. Select Save

   The view is automatically selected. Vendors that you created at the entity level appear at the top of the list.

8. For vendors with an entity ID and a Form 1099 type listed, make note of the entity and the vendor name.

   Use this list when creating batches to submit at the entity level.

1. Go to Accounts Payable > All > Vendors.
2. From the Manage views dropdown, select Create new view.
3. Select Form 1099 type and Created at - Entity ID as columns to include.
4. Select Save.
5. Enter a name for your view and select Save again.

6. From the All dropdown on the Vendors list, select the view.

7. Sort the Created at - Entity ID column in descending order.

   Vendors that you created at the entity level appear at the top of the list.

8. For vendors with an entity ID and a Form 1099 type listed, make note of the entity and the vendor name.

   Use this list when creating batches to submit at the entity level.

Submit a batch from the entity level

1. Slide into the entity where you created vendors.
2. Go to Accounts Payable > All > 1099 e-file submissions.

   If you do not see the menu option, enable Issue a separate 1099 per entity in Multi-Entity Management.

3. Select Add.
4. Select the Year ending dropdown and select the reporting year.
5. In From vendor, select the name of an entity-level vendor.

   Leave Select all vendors unchecked. This way, 1099 forms for top-level vendors will not be included in a batch and duplicate top-level e-filing.

   Don't see the vendor name in the list? Make sure you are in the correct entity and not e-filing from the top-level.
6. In To vendor, select the name of the same vendor to ensure that only one vendor is included.
   Choose a different ending vendor if you are sure that only entity-level vendors are included in the range.
7. If applicable, select to Exclude credit card payments.

   By default, credit card payments appear for all forms except the 1099-MISC.

8. Optionally, select Include vendors regardless of 1099 status.

   Select this when you want to include vendors that are no longer setup for 1099 treatment but still have 1099 transactions in Sage Intacct for the current tax year.

9. Select the Form to e-file.

10. Select E-file.

    The E-file with TaxBandits pop-up appears. You see a summary of the vendors or employees for whom you're filing, along with the total 1099 amount.

    To preview and verify information before you send the batch to TaxBandits, select Download file.

    If you have not yet created a TaxBandits account and plan on having multiple users create 1099 batches, read this Help topic.

    If you have more than one TaxBandits accounts and are signed into the wrong one, switch your account before continuing.

11. Select E-file.

    You are redirected to the TaxBandits website where you log in to your account. After you log in, the batch is sent to TaxBandits.

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    Make sure to allow pop-ups in your browser, and try again.