Step by Step Instructions on how to electronically file 1099s:

1. Once you login, click on “File W-2s or 1099s” on the right side of the screen.

2. You will then get an option to either Upload/Enter W-2s or Upload/Enter 1099s. Click the 1099 link.

3. If you are uploading a text file of the 1099 information, continue to step 4. If you are keying in the 1099 information, continue to step 6.

4. Click “Yes” to the question are you uploading a text file containing 1099 information. Click “Attach your 1099 file”.

5. Once you choose your file & click save, it will show if any errors exist or will show the file is attached. Click “Submit”. You have successfully submitted your 1099 information to our office. Save or print the Confirmation Number for your reference.

6. Click “No” to the question are you uploading a text file containing 1099 information.

7. If it does not list the payer information, you will need to add it. Click “Add payer” to add the company information. If it already lists the payer information, verify it is correct and click Next. * NOTE: Once you have already entered payer information, TAP automatically saves it for you each time you come to this step.

8. Select the payer you are filing for. Then, select the filing period.

9. If you do not have any forms listed below to submit, simply choose “No” and click “Next”. The following types of forms are available to e-file: 1099-MISC, 1099-S, 1099-R, & W-2G. Note: Only click on “Add” when you are needing to add another 1099 form. Once you have added all the forms you need to enter, click “Next”. If you get an error, be sure to check that you do not see any red dotes next to the Form Information or ID’s on the blue toolbar.

10. Click either “Yes” or “No” if you are filing the form 1099-MISC.

11. Click either “Yes” or “No” if you are filing the form 1099-S.

12. Click either “Yes” or “No” if you are filing the form 1099-R.

13. Click either “Yes” or “No” if you are filing the form W-2G.

14. On the summary page, confirm that the correct number of records were entered. If it is correct, check the box at the bottom to confirm.

15. Once the box is checked, the contact details will show up below to complete. Enter your name and title in the empty boxes. Your email & phone number should already be listed there for you, just verify it is correct. Click “Submit”.

16. You have successfully submitted your 1099 information to our office. Save or print the Confirmation Number for your reference.