Copying Recipient
The Copy Recipient option allows the payer/customer to easily reassign a recipient from one payer to another.
Navigate to the Tax1099 interface at https://web.tax1099.com/#/recipient/move to copy the recipient from one payer to another.
To copy the recipient from one payer to another, perform the following steps:
1. Login to the Tax1099 application.
2. Click Recipients from the left pane.
The Recipient Listing page appears.

3. Click Copy Recipient.
The Copy Recipients page appears.

4. Select the recipient(s) you want to copy to another payer.
5. Click Copy Recipient(s) to Another Payer.
Or
Click the
Copy icon available under Action.

The confirmation dialog box appears.

6. Click Proceed.
The Add Recipient to Another Payer dialog box appears.

7. Select the payer from the list and click Ok.
The recipient successfully copied to another payer.