QuickTour

For New Users, please refer to our QuickTour manual below.

Installing the Program

To download the latest version of 1099 Express, go to 1099Express.com II Downloads

Once on the "Download" page, please select the most current year software option (as seen below).

Click the 'Folder' icon to download the program onto a User's PC.

Please make sure that the program is downloaded on the right PC/Workstation before 'Activating' the program.

This is the real program. It is not a demo. It should be used for testing before purchase. There is no obligation. If you decide to purchase,
it can be "Activated" after payment by using the Invoice Number received upon purchase.

1099 Express has a Secure "Signing Certificate" and is used by thousands of customers. The program is safe to download and install.
See a list of some of our customers at the bottom of our home page.

Starting the Program

■ After installing, find the blue 1099 Express Icon on your Desktop.

■ Double click the icon to start the program.

■ The program will then start-up showing a 'Grid'.

■ Click OK at each pop-up Window.

■ After all pop-up windows have closed, the User can add Recipient and Filer Information.

■ As seen as the image below.

■ Please make sure that the Form type needed is selected before adding Recipient (Payee) information. Click the 'Select Form' tab on the top center of the program or select the Form Type from the Form Tool Bar.

Printing

❯ Click the File Menu on the top left, then select the Print a Test Page... option from the drop-down list.	❯ A Page Setup box will populate, select the Form Copy needed, then click Print to check the printed form.

Click the 'Preview' option to check the Form layout before printing.

TriFold the letter sized page in 3 equal parts.

Fold with the bottom mailing labels facing UP.

Insert into your stock double windows or check envelopes.

If the folded page does not fit, please refer to the link provided here: Printing Recipient Copy

Importing Data From Excel

Click the 'File' tab on the top left of your program, then select the 'Open Sample Excel Spreadsheet' option from the drop-down box.

A window will populate with a sample excel spreadsheet with all required headers.

Once Excel is open, right click on the highlighted part of the Excel Grid and choose 'Copy'.

Navigate back to the 1099 Express program, and select 'Edit' and chose 'Paste from Excel by Header Name' from the drop-down list.

All data from the Excel spreadsheet should be now entered and sorted into the 1099 Express grid (See image below).

For further instructions on how to import data from Excel, please refer to Importing From Excel.

Inserting Filer (Company) Information

Click on the 'Options drop-down menu on the top left of the program.

Select the 'Filer (Company) Information' option on the top of the drop-down list.

Do not enter any real company information for now, instead:

Click the 'Re-Populate' tab at the top right.

Double-click on the first line "Jones Company" a sample company.
In the Company/Payer Information, see the Tax Year and EIN. Peruse the Names Tab, then Click OK.

Saving a File

A file cannot be saved in 'Test Mode' however a user may continue to save a file to test the program's functionality.

If the program has been activated, click the 'File' drop-down menu on the top left, then click the 'Save As' option from the list.

Save in the default folder known as C;\E20XX; alternatively, a User may save in any folder needed to save the files created from the 1099 Express program.

If the program requests 'Account Numbers' to be added, please choose 'Yes'. The program will auto-populate 'Account Numbers' for all recipients within the grid.

Editing Forms and Correcting Errors

With the data still within the yellow grid, double click on one of the rows.

A pop-up window with a '1099 Data Entry Form' will appear.

Any data labeled with a 'RED' header can be adjusted. Click into the money amounts box and change the amounts or change any other data.

Once the entry has been changed the User can click OK to save the changes.

Changes will appear in the grid.

Adding a Payee Manually

Click the 'AddF3' tab at the top left of the program screen.

Select the 'Add a Payee Record' option from the drop-down list or press the 'F3' key on the top of your keyboard.

A blank 'Data Entry Form' will appear (see example above).

The Data Entry form will only have the Filer information filled-out. Enter all payee information as needed (name, SSN, address, name2, money amounts, etc.)

Once the Form has been filled-out, click the 'OK' button on the bottom of the window.

Summary

From this topic you should see that Excel is NOT required. All data can be entered manually. It is always EASIER to add a few forms by hand, than using Excel. If an error occurs when 'Pasting data from Excel' the program will warn you. Double click the data in the yellow grid to find the error.

e-Filing to the IRS

Please click the 'e-File' tab at the top-right of the program.

Select the 'How to e-File' option from the list.

There will be a step-by-step process on how to 'e-File' using our software.

e-Filing to the IRS is free as long a a TCC (Transmitter Control Code) has been acquired by the user.

Other Topics

1099 Express has been e-filing with the IRS since 1989 and has never incurred a penalty for an e-File error. Furthermore, 1099 Express has been recognized as an IRS quality supplier since 1996.

Our support team is in the USA and are experienced in IRS compliance issues. If assistance is ever needed, please Contact Us. We are more than happy to help!

We re-populate the 'Jones and Company' sample file because:

You need to enter your real Filer information just once, save the file, and can Re-Populate later.
A sample company is best for testing.

We ask that Account Numbers be added to the file because:

Corrections may be impossible without a Unique Account Number. See more about corrections under the 'Corrections' section in the menu bar.