Creating Form

The forms are used by the taxpayers to declare the income, expenses, tax deductions, investments, and taxes to the income tax department.

Navigate to the Tax1099 interface at https://web.tax1099.com/#/forms/createnew?state=WWVhciUzRDIwMjQ%3D to create a form.

To create a form, perform the following steps:

1. Login to the Tax1099 application.

2. On the dashboard, click

Create New, and then select Forms from the list.

Click Create a Form? on the dashboard.

From the left pane, select Forms, and then click Create Single Form.

The Create Form page appears.

3. Select the type of form you want to eFile. For example, 1099 Forms or State Payroll Forms.

Note: For more information on state filing forms, refer to the State Filing Requirements.

4. If you select 1099 Forms, perform the following steps:

a. Select the appropriate tax year. For example, 2024, 2023, 2022, or 2021.

b. Select the appropriate form that you want to file the tax and then click Next.

c. On the Select Payer tab, select the payer for whom you want to efile the form.

Note: Turn on the Switch to IRS form view toggle to view the form in IRS format.

d. (Optional) Click Add Payer to add a new payer.

For more information on adding a new payer, see Adding Payers.

e. Click Next.

f. On the Select Recipient tab, select the recipient for whom you want to efile the form.

g. (Optional) Click Add Recipient to add a new recipient.

For more information on adding a new recipient, see Adding Recipients.

h. Click Next.

i. On the Basic Information tab, enter the account number, and then click Next.

j. On the Federal Information tab, enter the appropriate box amount, and then click Next.

k. On the State Information tab, enter the required information, and then click Save.

The confirmation page appears.

The form is successfully filed and added to the Forms Listing page.

Notes:

· Click View Added Form to view the created form on the Forms Listing page.

· Click Add Another Form to create a new form.

· Click Go to Dashboard to navigate to dashboard.

5. If you select State Payroll Forms, perform the following steps:

a. Select the appropriate tax year. For example, 2024 or 2023.

b. Select the state name from the Select State Name list.

c. Select the appropriate form that you want to file the tax, and then click Next.

The respective form page appears in IRS format.

d. Select the payer information under the Employer Information section.

e. (Optional) Click Add to add a new payer.

Note: For more information on adding a payer, see Adding Payer.

f. (Optional) Click Edit to edit the payer information.

Note: For more information on editing a payer, see Editing Payer.

g. Select the recipient information under the Employee Information section.

h. (Optional) Click Add to add a new recipient.

Note: For more information on adding a recipient, see Adding Recipient.

i. (Optional) Click Edit to edit the recipient information.

Note: For more information on editing a recipient, see Editing Recipient.

j. Enter the required details and then click Next.