All-Inclusive Filing

1099-Prep brings together a comprehensive suite of features designed to simplify and streamline the entire filing process. Whether you are preparing, managing, or submitting tax forms, this all-in-one platform supports both federal and state filing. Explore the full range of features included with 1099-Prep to discover how it covers every step of your filing journey, giving you confidence, convenience, and peace of mind.

Full Form Lifecycle

Easy e-filing, including validations, corrections, negations, and resubmission of rejected forms—ensuring compliance and smooth processing.

Easy Setup

There are no fees attached until you submit your completed forms.

Flexible Import & Export *NEW

Import data using guided Excel templates with built-in validation; export your filings for records or review.

Robust Security *NEW

SOC 2 compliance and Two-factor authentication (phone/email), audit trails, PII data protection, and PCI-compliant payment processing. You can have confidence that your private information stays private.

Collaborative Workflows & User Management

Control user access and permissions with multi-user and customer management. Invite clients to review and approve forms before submission, supporting smooth cooperation.

TIN Matching & Address Validation *NEW

Included services help ensure IRS and recipient details are error-free.

State Filing

File directly with states and handle state reconciliation requirements as part of your complete filing solution.

Flexible Statement Delivery

Choose USPS mail, secure email, or print-and-deliver options for recipient statements.

Simple Forms

Enjoy the ease-of-use throughout our system with our updated workflow.

Advanced 1042 Processing *NEW

Robust workflow and reporting capabilities for 1042 and 1042-S forms deliver a user-focused solution, establishing a new standard for accuracy and efficiency in tax processing.

Historical Data Access

Retrieve and review up to five years of previous filings.

Comprehensive Reporting *NEW

Generate multiple types of reports and summary (1096/W-3) reports for thorough oversight.

Support & Resources

Dedicated assistance throughout the entire filing process.