Combined Statement Dashboard

The Combined Statement Dashboard in Tax1099 provides users with a centralized platform to manage and view all their tax-related documents and accounts.

Navigate to the Tax1099 interface at Tax1099 - Combined Dashboard to access the Combined Statement dashboard.

To View the statements, perform the following steps:

Login to Tax1099 application
From the left pane, click on Combined Dashboard.

   The Combined Statement Dashboard page appears and then select Combined Statement Dashboard.



3. Select any one of the statements.

   The Combined Statement Recipient page appears.

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

5. Enter recipient name in the Enter Recipient Name box.

6. Click any of the following as per the requirements:
Click Generate Statement Preview to generate and view the statement.
Click Generate Final Statement to generate the final statement.
Click Download Generated Preview PDF to download the generated preview PDF.
Click Download Generated Final PDF to download the generated final PDF.

7. (Optional) Click View/Preview to view the statement.

8. (Optional) Click Regenerate PDF to regenerate the statement in PDF format.