Table of Contents

Purpose Configuration Initial Setup Vendor / Subcontractor Setup Required Information (Entity Type - Business) Required Information (Entity Type - Individual) Syncing

Purpose

The Tax1099 Integration connects TRUE with Tax1099.com's tax form filing and compliance platform, enabling contractors to streamline their 1099 form preparation and filing process. This integration helps businesses maintain compliance with IRS reporting requirements for subcontractors and vendors.

1099 Form Preparation
Prepare 1099-NEC and 1099-MISC forms from TRUE payment data
E-Filing Support
Electronically file 1099 forms directly with the IRS
Vendor Data Export
Export vendor payment information for 1099 processing
Compliance Tracking
Track filing status and ensure compliance with IRS deadlines
TIN Verification
Verify taxpayer identification numbers before filing
Recipient Delivery
Mail or email 1099 copies to recipients through Tax1099

Setup & Configuration

Configure Tax1099 integration to streamline your year-end tax filing

The Tax1099 integration settings are located in Company Preferences under the Integrations section. You will need a Tax1099.com account to complete the configuration.

Connect your Tax1099 account to TRUE for streamlined tax form filing.

  1. Click the Gear icon in the upper right corner
  2. Select Company Preferences
  3. Navigate to the Integrations section
  4. Locate Tax1099 and enable the checkbox
  5. Enter your Tax1099 account credentials or API key
  6. Click Save to complete the configuration

If you don't have a Tax1099 account, you'll need to create one before configuring the integration.

  1. Visit Tax1099.com
  2. Click Sign Up or Create Account
  3. Complete the registration with your business information
  4. Verify your email address
  5. Complete your company profile with EIN and address
  6. Return to TRUE to configure the integration

Frequently Asked Questions

Common questions about using Tax1099 integration with TRUE

Setup & Configuration

Use the Tax1099 integration at year-end when preparing 1099 forms for subcontractors and vendors who received $600 or more in payments during the tax year. The IRS requires 1099-NEC forms to be filed by January 31st for non-employee compensation.

  • 1099-NEC: For payments to independent contractors and subcontractors
  • 1099-MISC: For rent, royalties, and other miscellaneous payments
  • Review vendor payments throughout the year to ensure accurate W-9 information

Tax1099 charges per form filed. Pricing varies based on volume and services selected. Visit Tax1099.com for current pricing information. The TRUE integration itself does not have additional costs beyond your Tax1099 subscription.

Features & Usage

The integration exports vendor payment information needed for 1099 preparation:

  • Vendor Information: Name, address, TIN/SSN
  • Payment Totals: Total payments made during the tax year
  • Payment Categories: Non-employee compensation, rent, etc.
  • Company Information: Your business EIN and address

Tax1099 offers TIN verification services to validate taxpayer identification numbers before filing. This helps prevent rejected filings due to name/TIN mismatches with IRS records.

Tip: Run TIN verification early in Q4 to allow time to request corrected W-9 forms from vendors before the filing deadline.

IRS deadlines for 1099 forms are:

  • January 31: Deadline to furnish 1099-NEC copies to recipients
  • January 31: Deadline to file 1099-NEC with IRS
  • January 31: Deadline to furnish 1099-MISC copies to recipients
  • February 28 (paper) / March 31 (electronic): Deadline to file 1099-MISC with IRS

Note: Dates may vary by year. Always verify current deadlines with the IRS or Tax1099.

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