Understanding Tax1099 User Interface
This section provides the information on various User Interface (UI) elements available in Tax1099.
Upon successfully logging in to Tax1099, you are directed to the dashboard.
The following table lists the Tax1099 UI elements and their description.
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UI Element
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Description
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The User icon displays the username and contains the options to change the password, general settings, two-factor authentication, activity logs, help and support, manage cards, and logout.
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The Dashboard icon allows you to access other Zenwork applications, such as FBAR Online, EZ Extension, and EZ 2290 dashboards.
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The Create New icon allows you to create new forms, payers, recipients, users, and notices.
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The Calendar icon allows you to select the date range.
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The Search icon allows you to search the name, Tax ID, reports, names, payers, recipients, and so on.
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The Edit icon allows you to edit the required details.
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The Copy icon allows you to copy the required details.
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The Delete icon allows you to perform the delete operations.
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The Download icon allows you to download and view the forms.
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The Wallet icon allows you to add funds to your Prepay wallet.
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The following table lists the Tax1099 color indicators and their descriptions.
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Color Indicators
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Description
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Light blue indicates that the file is Not Submitted
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Gray indicates that the file is Submitted
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Medium green indicates that the file is accepted by the IRS
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Red indicates that the file is Blocked
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Blue indicates that the file is Resubmit
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Orange indicates that the file is In Queue
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Burgundy indicates that the file is Submitted for Review
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Yellow indicates that the file is Reviewed and Approved
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Light pink indicates that the file is Reviewed and Rejected
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Pale Beige indicates that the file is Resubmitted for Review
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Dark blue indicates that the file is Only State Submitted
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