Entering Issuer Information

Issuer (Filer) Information
A Filer, also known as an "Issuer," "Company," "Client," or "Payer," is the individual or organization that has made a payment and is responsible for submitting their 1099 forms to the IRS. Only the Filer can incur penalties, such as late filing fees. Additionally, a TCC number is not required if the Filer submits their forms to the IRS using paper copies (specifically, the Federal Copy A, which must be pre-manufactured as "red-lined" IRS scanner-ready forms). Adding Issuer (Filer) Information into 1099Express: Click the 'FILER' button on the top left of the grid or click the 'Options' menu. From the 'Options' menu select 'Filer (Company) Information'. (Filer information can be entered either before or after the payee data is typed or imported) A 'Company/Filer' window will appear, fill out all required boxes in the 'Payer's ID No.' tab and the 'Names' tab. The Filer information will be saved upon entering the 'OK' button. After all Filer and Payee information has been added, please save the file. If the Filer information is needed for a different file, select the 'Re-Populate' tab in the 'Company/Filer' window.

Issuer (Filer) Information

A Filer, also known as an "Issuer," "Company," "Client," or "Payer," is the individual or organization that has made a payment and is responsible for submitting their 1099 forms to the IRS. Only the Filer can incur penalties, such as late filing fees.

Additionally, a TCC number is not required if the Filer submits their forms to the IRS using paper copies (specifically, the Federal Copy A, which must be pre-manufactured as "red-lined" IRS scanner-ready forms).

Adding Issuer (Filer) Information into 1099Express:

Click the 'FILER' button on the top left of the grid or click the 'Options' menu.

From the 'Options' menu select 'Filer (Company) Information'. (Filer information can be entered either before or after the payee data is typed or imported)

A 'Company/Filer' window will appear, fill out all required boxes in the 'Payer's ID No.' tab and the 'Names' tab.
The Filer information will be saved upon entering the 'OK' button.

After all Filer and Payee information has been added, please save the file. If the Filer information is needed for a different file,
select the 'Re-Populate' tab in the 'Company/Filer' window.

Foreign Address

Adding a Foreign Address
To enter a foreign address, double click the names of the recipient in the 1099 Express grid (or click the 'Add F3' tab and select 'Add a Payee Record'). Once on the Data Entry window, check the 'Foreign Address' box at the bottom left of the window. Use the 'City' box for the foreign city, province and country. Do not use the State box. Use the 'Zip' box for the foreign zip code, if any.

Adding a Foreign Address

To enter a foreign address, double click the names of the recipient in the 1099 Express grid
(or click the 'Add F3' tab and select 'Add a Payee Record').

Once on the Data Entry window, check the 'Foreign Address' box at the bottom left of the window.
Use the 'City' box for the foreign city, province and country.

Do not use the State box. Use the 'Zip' box for the foreign zip code, if any.

Entering Issuer Information

Foreign Address

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