1099-Prep Features

Easily organize, track, and send all required forms – in minutes!

  1. Home
  2. Features

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.
  • Comprehensive ACA Processing *NEW
    Support for ACA forms including 1094-C and enhanced 1095-C functionality, ensures compliance with evolving market requirements and broadens options for clients.
  • 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.