SOFTWARE       for filing of all 1097, 1098, 1099, 3921, 3922, 5498, 8027, 8966 FATCA Report, 8955-SSA, W-2G, and 1042-S IRS tax forms.
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1099 software
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Getting started

You want the software to perform three (3) tasks: import, print and electronically file your data with the IRS. Each step is easy to do and if you have any questions, you can call or e-mail technical support anytime.

To begin, we will review the input and saving functions of the software, then discuss the printing feature. Finally, we will review the electronic filing steps of the software.

The Welcome Screen

LIVE UPDATE:  The live update feature will download any changes to the software.  You must be connected to the internet, in order to access the changes.  If your PC uses a firewall, it may be necessary to grant access through the firewall.  If you need assistance with your firewall, you should contact that manufacturer.

REMOVE TRANSFER LICENSE:  This feature is designed to allow the ability to transfer the software to a different PC should the existing PC need replacement.   The transfer option will provide a removal code, and the software will no longer be useable on the currently registered PC.  To begin the drop down menu allows the option to choose the year (see below).  This must be selected first.  For convenience, the current filing season is the default. 

PRINT/PRINT PREVIEW:  Print and preview directly from the welcome screen.

FORMS:   Access any 1099 from the drop down menu, or select the FORWARD/BACK buttons to scroll through the 1099 options.

Access to all 1099 products begin here. 


First, choose the year in which the 1099’s being issued will apply, then select the 1099 you wish to create (NOTE:  you must choose a 1099 that has been purchased). 


The input screen of the 1099 is designed to look like the actual document.  The data required is shown at the actual location.  The small SAVE icons (see below) can be used to save data to eliminate having to re-type the same information multiple times.  To begin, enter both the recipient and payer data for the initial 1099.  Select the save icon to save any common payer data.  When finished, select the ADD button to add the first 1099 to the database.  After which, you can now enter your next 1099.  You will follow the same steps with each 1099 you wish to create.  After you have entered all of the data, select FILE, then SAVE AS to give the data file a name.  This file holds your data, and will be used to print your 1099’s, and if purchased, also to create an electronic file to be submitted to the IRS via the FIRE system, if you wish to submit electronically.