Service Bureau: Print & Mail Services

To submit a file to us using the 1099 Express Service Bureau, please refer to the instructions below:

For uploading a Single File:

1. Open the most current version of 1099 Express.

2. Select the file needed by clicking the 'File' tab and choosing the 'Open' (or 'Re-Open') options from the drop-down list. If you have your file opend in your 1099 Express program please proceed. Please be sure to do a format check on the file's data to make sure everything is correct before sending file(s) to us.

3. Once your file is ready to send, select the 'Service bureau' tab on the top center and select the 'Send' option. A message box will appear with four options: 'Single File' 'Multiple Files', 'Cancel', or 'Help'. Select the 'Single File' option.

◦ If there are no errors in your file, a loading bar appears.
◦ If there are errors, there will be a message box that includes a list of the errors so they may be fixed.
◦ Start this process over when you have fixed all of the errors.

4. When the progress bar is done a message will appear from the program and your default browser will open to our 1099Express Upload Page.

◦ If your internet browser is already open, a new tab will open in your browser.
◦ If the Upload page did not open in your browser, copy the link that is displayed in the message box that pops-up after the upload has sent. Paste the link into your
  browser and proceed to payment.
◦ Please note, the link is only valid for 1 hour and will require the steps above to be repeated once it has timed out.

5. Follow the instructions on the 'Data Entry' page. Make sure to select the 'File Purpose' to ensure the correct service is provided.

For uploading Multiple Files:

1. Open the most current version of 1099 Express.

2. Select 'File' 'Close (New)' to make sure that no file is open in the program.

3. Select 'Service Bureau' 'Send' and a message box will show up with 4 options, 'Single File', 'Multiple Files', 'Cancel', 'Help'.

4. Select 'Multiple Files' and a file selection menu will appear.

5. Navigate to your files and add only the ones needed for uploading to the list. All files selected will be in the red list.

6. Once all files are selected to the upload list, click 'OK'.

7. When the progress bar is done a message will appear from the program and your default browser will open to our Upload Page.

◦ If your internet browser is already open, a new tab will open in your browser.
◦ If the Upload page did not open in your browser, copy the link that is displayed in the message box that pops-up after the upload has sent. Paste the link into your
  browser and proceed to payment. Please note, the link is only valid for 1 hour and will require the steps above to be repeated once it has timed out.

8. Follow the instructions on the 'Data Entry' page. Make sure to select the 'File Purpose' from the drop-down list to ensure the correct service is provided.

Data Entry Page:

1. Enter your email into the 'Email' field.

◦ If your file(s) were sent previously, please check your e-mail and other data already populated.

2. Once your email has been verified, a green checkmark will appear. If an orange caution symbol appears, it means the email provided is wrong (spelled wrong) or never been entered before. All information will be required and will be added to our system for future reference.

3. Fill out or update the information displayed on the form.

4. Validate that the files selected for upload (and the number of records in those files) are correct in the 'Selected File(s)' section.

◦ The record count only counts the number of non-voided (or 'B' records) that are in the file(s).

5. Select the purpose of this upload under the 'File's Information' section.

◦ Depending on the files that where selected, different options may appear.

6. Once the desired purpose is selected, the price of the upload will be displayed below.

◦ The orange number is the price if an invoice is needed (if option available) and the blue number is the price for your upload now.

7. We recommend the 'Pay Now' option as it will make sure that there are no delays in getting your files processed.

For more information about our Print and Mail services, please visit the link provided: 1099Express.com II Print & Mail

If further assitance is needed, please Contact Our Office.