e-Filing Through 1099Express

Open the most current version of 1099Express. Select the file needed by clicking the 'File' menu and choose the 'Open' (or 'Re-Open') option from the drop-down list. Check the file's conents to be sure the data is correct before sending the file. Use 'Verify Format' in the Options menu to check for any errors.
After checking the data, save the file.
Once the file is saved and ready to send, select the 'Service bureau' menu on the top center and click the 'Send' option. A message box will appear with four options; select the 'Single File' option. If errors are detected, a message box will display a list of the errors found in the file. Be sure to correct them before attempting to upload the file again. After attempting to upload the same file for a second time a message will appear stating "The following files were already uploaded:...Do you want to continue with the upload?", select Continue to proceed.
When the progress bar is done a message will appear from the program and a browser will open to the 1099Express File Upload page. If an internet browser is already open, a new tab will open to the 1099Express file upload page. If the file upload page does not open in a browser, copy the link that is displayed in the message box that pops-up after the upload process is complete. Paste the link into a 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.
Follow the instructions on the Data Entry page and proceed to payment.

Open the most current version of 1099Express. For submitting multiple files, be sure to have the 1099Express grid clear. Close out of any file(s) opened in the program. Use the File menu and select 'Close (New)' to close out of any files opened in the program.
Select 'Service Bureau' menu and select the 'Send' option from the drop-down list. A message box will appear with uploading options; select the 'Multiple Files' button. Before sending any file(s) we reccomend checking the data in the files to verify formatting and the correct data is entered.
A File Selection window will populate, navigate to the folder the files are located.

Please Note: It is important to know where files are saved after creating them in the 1099Express program. The default location for saved files is the E20XX / MyFiles folder. If the file(s) are saved in a different location, please be sure to notate which Drive and Folder the file(s) are saved in. By selecting the "Re-Open" option from the File menu, a window will appear, displaying the files and their locations saved on the workstation or PC.

To add files to the list, double-click the file name in the left window or click the file name to select it and then click the 'Add to List' button. All files selected will be added to the bottom window in red.
Once all files required are in the list in red, click OK to complete the upload process.
When the progress bar is done a message will appear from the program and a browser will open to the 1099Express File Upload page. If an internet browser is already open, a new tab will open to the 1099Express file upload page. If the file upload page does not open in a browser, copy the link that is displayed in the message box that pops-up after the upload process is complete. Paste the link into a 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.
Follow the instructions on the Data Entry page and proceed to payment.

Data Entry Page

To complete the upload process, enter the following information:

• Enter a valid email into the 'Email' field. If file(s) were uploaded previously, please check any populated data to verify the information is correct.


• Once the email is verified, a green checkmark will appear.
  
  ⚠ If an orange caution symbol appears, it may indicate that the email provided is not registered to an account with our cmpany.
  Complete the Data Entry page to create an account using the email.


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


• 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).


• Select the purpose of this upload under the 'File's Information' section.
  Depending on the files that where selected, different options may appear.


• Once the desired purpose is selected (e-Filing IRS, e-Filing to States, Print & Mail, etc.), the price of the upload will be displayed below.
  
  Please Note:
  
  Payment selections are divided into two options -
  
  

  INVOICE	PAY NOW

  • Invoice - The user will receive an invoice via email, and the payment prompt will be skipped.
    ⚠ The discount for submitting multiple files will not be applied after selection.
  
  
  • Pay Now - This selection is most reccomended for users submitting multiple files.
    If payment is made at the point of upload with a credit card/e-check, the multiple upload discount will be applied.
    An invoice will be sent to the email provided in the Data Entry page after payment.

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