Importing from Xero

Xero is used to manage invoicing, bank reconciliation, bookkeeping, and so on. It is integrated with Tax1099 to streamline the process of importing financial data for tax reporting purposes. Users can import their payment data from Xero directly into Tax1099 to populate the necessary tax forms, such as 1099-NEC and 1099-MISC. This integration helps to ensure accuracy in reporting and simplifies the process of preparing and filing tax forms.

Navigate to the Tax1099 interface at Tax1099 - Xero to import the data from Xero.

To import the data from Xero, perform the following steps:

1. Login to the Tax1099 application.

2. Click Imports from the left pane, integrations partners page appears, and then click Xero.

The Xero integration page appears.

3. Follow the onscreen Import Instructions available on the Xero integrations page to import Xero data for a Tax1099 form.

After the successful import from Xero, the form is listed on the Forms listing page for submission.

For more information on submitting the forms, see Submitting 1099 Forms.