eFiling 1099 Forms

The eFiling process involves validating payer and vendor details, selecting the type of 1099 form and mapping the 1099 boxes, filtering qualified and non-qualified vendors, selecting delivery options, and downloading the eFiled forms.

Note: Zenwork Payments supports CF/SF (Combined Federal/State Filing) filings and state filing as well.

To efile the 1099 form, perform the following steps:

1. Navigate to Payers dashboard and select the Payer you want to eFile.

The Payer overview page appears.

2. Select the Tax tab.

The Tax Documents page appears.

3. Click eFile 1099 to start eFiling.

The 1099 Filing Eligibility dialog box appears.

4. Review the pricing details and click Proceed to eFile.

The eFile 1099 pane appears.

5. On the Review Payer page, review the Payer details, and then perform the following steps:

a. Under Business Details and Business Address, review the Payer details.

b. (Optional) If there is any missing information, click the

Edit icon, and then enter the required information in the respective boxes.

c. Click Next.

The Confirmation dialog box appears.

d. Click Proceed to eFile.

6. On the Box Mapping page, perform the following steps:

a. Select the tax year from the Tax Year list.

Note: Zenwork Payments allows customers to e-file using the forms for up to three years, including the current tax year and the previous two tax years.

b. Select the form type. For example, 1099 NEC or 1099 MISC.

c. Under Map the GL Account, search and map the General Ledger (GL) accounts from the list next to the respective boxes.

Note:

Click View More to view more GL accounts for mapping.
For more information on 1099 Forms and Boxes, see Understanding 1099 Boxes.
Click the Reset icon to remove the mapped GL accounts for the boxes.
At least one GL account must be selected to proceed with vendor validation.
GL accounts are automatically fetched and auto-populated in the boxes. Newly identified GL accounts will be displayed on the screen to map them to the respective boxes, ensuring easy and accurate filing.
Verify and check the box to confirm that the GL accounts are accurately mapped to the respective boxes on the 1099 forms, acknowledging that you take full responsibility for any errors.

d. Select the consent checkbox and the click Next.

7. On the Review Vendor page, perform the following steps:

a. On the Qualified for 1099 tab, select the vendors you want to eFile.

b. (Optional) Turn on the Show Rows with Errors toggle to view the vendors list with missing details or select each vendor with the missing details.

c. (Optional) Click the

Ellipsis icon and select Edit Vendor. On the Edit Vendor Details dialog box, enter the missing information, and then click Update.

d. (Optional) Click the

Ellipsis icon and select Edit Box Amounts. On the Add/Edit Boxes dialog box, add or update amounts in the 1099 boxes, and then click Update.

e. (Optional) On the Not Qualified for 1099 tab, select the vendor you want to move. Then click the

Ellipsis icon and select Move to Qualified to move the vendors to the qualified list.

Note:

You can also eFile the vendors with the total payments less than $600.
You cannot proceed with eFiling if the vendor is under the Not Qualified for 1099 tab. The vendor must be moved to Qualified for 1099 to eFile.

f. (Optional) Click Save without Filing to save the details and without submitting the form to IRS.

g. Click Next.

8. On the eFile & Delivery page, perform the following steps:

a. Verify the total number of vendors ready for eFiling and total amount paid, as displayed on the screen.

b. Select the schedule date from the calendar.

c. Under Set Form Delivery Preferences, select the vendors you want to eFile.

d. (Optional) In the eDelivery column, select the check box if you want an electronic copy of your form.

If the status is Not Requested, the eDelivery consent will be sent to the vendors.

e. (Optional) In the USPS Mail column, select the check box if you want a paper copy of your form.

Note: A fee of $1.85 will be charged if you choose USPS as the delivery option during eFiling.

f. (Optional) Click Save without Filing to save the details and without submitting the form to IRS.

g. Click Submit to submit the 1099 forms.

A confirmation dialog box appears.

h. Review the number of forms and filing fee and then click Proceed to Pay.

The Billing Details dialog box appears.

i. Select the card on file and address details.

j. Verify the payment details under Order Summary.

k. Click Pay Now.

The confirmation message appears on the screen.

Note:

Forms submitted between November 1 and January 12 are considered Submitted and will appear under the Submitted tab.
The IRS submission window opens on January 13. Your form will be submitted automatically on the scheduled date.
No immediate IRS submission occurs; forms are queued for auto-submission starting January 13.