Reconciliation Forms
Reconciliation forms are used to confirm that the amounts reported to the state for tax purposes match the records of the individual or business filing them. These forms, related to direct-to-state filings such as 1099-MISC, 1099-NEC, 1099-B, 1099-K, 1099-R, or W-2 (where applicable), are required for accurate tax reporting and compliance. They appear under the Reconciliation Forms tab.
Navigate to the Tax1099 interface at https://web.tax1099.com/#/forms/reconciliation/listing to submit the reconciliation forms.
To submit the reconciliation forms, perform the following steps:
1. Login to the Tax1099 application.
2. From the left pane, select Forms.
The Forms Listing page appears.
3. Select the Reconciliation Forms tab.
The Reconciliation Forms details appear.
4. Select the payer from the Payer list.
5. Select the tax year from the Tax Year list.
6. Select the state from the State list.
All the unsubmitted state reconciliation forms are displayed along with the reference number, form name, state, and status.
7. (Optional) Click Unsubmitted State Reconciliation Forms to download the unsubmitted state reconciliation forms.
8. Select the appropriate form and click Next.
The Submit State Reconciliation details appear.
9. Select the scheduled date and click File Reconciliation Form.
The State Withholding dialog box appears.
10. Select any one of the pay intervals, such as Monthly or Quarterly, and then click Confirm.
· If you select Monthly, the following dialog box appears. Enter the required details and click Save.
· If you select Quarterly, the following dialog box appears. Enter the required details and click Save.
The Submit State Reconciliation details page appears.
11. (Optional) Click Edit Reconciliation Form to edit the reconciliation form.
12. (Optional) Click PDF to download and view the reconciliation PDF.
13. Click Next.
The billing details page appears.
14. Click Click here to Calculate Sales Tax and select the address from the Select Address list.
15. (Optional) Click Add New Address to add the new address.
16. Enter the email address in the Email box.
17. Click Calculate Sales Tax.
18. Verify the billing details and click Pay Now.