Adding Recipient
To add a recipient, perform the following steps:
1. Login to the Tax1099 application.
2. On the dashboard, click 
Create New, and then select Forms from the list.
Create New, and then select Forms from the list.Or
On the dashboard, click Add a Recipient?
Or
From the left pane, select Recipients, and then click Add Recipient.
3. Under Please select a payer, select the payer by name or Tax ID, and then click Next.
4. Select any one of the following methods to add a recipient:
a. Add One at a Time
b. Upload an Excel File
5. If you select Add One at a Time, click Next, and then perform the following steps:
a. (Optional) On the Type of Request tab, select the type of request and click Next.
b. (Optional) Select the type of recipient and click Next.
c. On the Basic Information tab, enter the basic information such as Name, Social Security Number, email address, and phone number, and then click Next.
d. On the Address Information tab, enter the address information such as street address, country, state, ZIP code, and city, and then click Next.
e. (Optional) On the Optional Information tab, enter the required details.
f. Click Next.
The confirmation message appears on the screen.
6. If you select Upload an Excel File, click Next, and then perform the following steps:
-
On the Upload File tab, drag and drop or browse and select a file from your local system.
The confirmation message appears on the screen.
From the Bulk Upload Status tab, you can view the added recipients, add another recipient, or navigate to the dashboard.
The added recipient is displayed on the Recipient Listing page.