1099 Center: 1099-NEC Preparation and E-Filing
Track what you paid each contractor, confirm who needs a form, prepare 1099-NECs from your own records, and e-file them through TaxBandits.
How It Works
Open Reports → 1099 Center and choose a Tax Year at the top. The center has four tabs: Dashboard, Vendor Setup, Generated Forms and Payer Settings.
For each vendor marked 1099-eligible, BizBooks Pro adds up the year's payments from two sources:
- Bill payments made against that vendor's bills
- Direct payments from a bank or cash account to that vendor, such as a cheque or expense recorded without a bill
The Dashboard shows how many vendors are above the threshold, how many are missing a W-9, how many forms have been generated against those that need one, and a row per vendor with total paid, TIN status, W-9 status and form status.
The Reporting Threshold
The threshold depends on the tax year you have selected, and BizBooks Pro applies the right one automatically:
| Tax year | 1099-NEC threshold |
|---|---|
| 2025 and earlier | $600 |
| 2026 onward | $2,000 |
Vendors under the threshold are still listed, marked "below" the threshold, so you can see who is close.
Vendor Setup
The Vendor Setup tab lists your vendors with their year-to-date payments. For each contractor:
- Tick 1099 Eligible
- Choose the TIN Type and enter the TIN / SSN / EIN
- Tick W-9 Received once you have the form on file
- Click Save on that row
One Contractor, Two Records
Imported books sometimes hold the same contractor twice. The IRS treats one tax ID as one person, so two records would either produce two forms, or split the year so that neither half reaches the threshold.
When two eligible records share a tax ID, the Dashboard says so. In Vendor Setup, set Same person as on the extra record to point at the main one. Payments then total onto a single form. Nothing is moved or deleted.
Payer Settings
Enter your details once; they print on every form as the payer:
- Payer name and an optional second name line (DBA or attention)
- Payer TIN (EIN)
- Street address, city, state, ZIP and phone
Click Save Payer Settings.
Generating Forms
- On the Dashboard, Generate appears beside each vendor who is above the threshold and has a TIN on file
- Generate All 1099s creates forms for every such vendor in one pass
Box 1, nonemployee compensation, is the vendor's total paid for the year. Generated forms are listed on the Generated Forms tab with the vendor, masked TIN, Box 1 amount, status and IRS status. If payments change after you generate, generate again to refresh the amount.
Printing Copy B
On Generated Forms, click Print beside a form to print the recipient's Copy B, laid out with payer and recipient details and Box 1. Both TINs are masked on the printed copy.
E-Filing With TaxBandits
TaxBandits is an IRS-authorized e-file provider. BizBooks Pro connects to it using your own API credentials.
Connecting
- In Payer Settings, under TaxBandits E-File Integration, choose the environment: Sandbox (Test) to try it out, or Production (Live) to file for real
- Enter the Client ID, Client Secret and User Token from your TaxBandits account's API credentials
- Save, then click Test Connection
- Click Register Business with TaxBandits to create your payer record there
Filing
- On Generated Forms, click Submit All to TaxBandits
- Review, then Transmit to IRS; the transmission goes through the IRS IRIS system
- Use Refresh to update each form's IRS status: created, transmitted, accepted or rejected
IRIS usually returns a status within about six hours. Once a form is filed, the Filed button retrieves the filed copy from TaxBandits as a PDF.
FAQ
Which forms does the center produce?
Form 1099-NEC, for nonemployee compensation.
Do I need TaxBandits to use the 1099 Center?
No. Tracking, generation and printing work without it. TaxBandits is needed only to e-file.
A contractor shows less than I paid them. Why?
Check that the payments are dated in the selected tax year and recorded against that vendor. If the contractor exists under two vendor records, link them with Same person as.
Can I look at a previous year?
Yes. Change the Tax Year selector; the dashboard, forms and threshold all follow it.