1099 Preparation Made Automatic & Fast

Automates 1099-NEC/MISC preparation directly from QuickBooks Online, with smart reconciliation, W-9 collection tools, and export to all major e-filing platforms.

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Stage Workflow

E-File Platforms

100%

QBO Integrated

The Process

4-Stage Workflow

From messy transactions to filed 1099s in four simple stages

📋

Clean Up Transactions

View all expense transactions in one dashboard with color-coded status indicators.

Bulk-assign vendors to multiple transactions
Mark non-1099 items as N/A
Real-time totals by status

📝

Review Journal Entries

Dedicated view for journal entries that need attention before filing.

Mark JEs as reviewed or N/A
Track debit/credit totals separately
Links to fix in QBO

⚖️

Reconciliation

Automatic variance detection between your P&L and categorized transactions.

Vendor totals by threshold ($600+)
Credit card payments auto-excluded
Account-by-account breakdown

📤

W-9 & Export

Collect W-9s, track status, and export to your preferred e-filing platform.

Encrypted TIN storage
Email templates with merge fields
7+ platform export formats

Capabilities

Built for Accountants

Everything you need to manage 1099s across all your clients

🔗 QuickBooks Online Integration

Authentication	Secure OAuth 2.0
Token Management	Auto refresh, never expires
Multi-Company	5, 25, or 50 per plan
Data Sync	Real-time with smart caching
Compatibility	Works with ANY QBO file

📋 W-9 Collection Tools

Email Templates	Merge fields included
Status Tracking	Pending → Requested → Received
TIN Storage	AES-128 encryption at rest
Request Export	Excel list for tracking
QBO Sync	Pull vendor data automatically

📊 Export Options

Workpapers	Excel audit trail per stage
1099 Summary	Professional PDF report
E-File Templates	CSV/Excel for platforms
W-9 Request List	Excel tracking export
Reconciliation	P&L variance analysis

👥 Team & Multi-Client

Multi-User	Invite staff with roles
Dashboard	All clients in one view
Sessions	Per-client tax year workflows
Subscriptions	5, 25, or 50 QBOs
Security	Team-based data isolation

Why EZ-PZ-1099

Problems We Solve

No more January headaches

Manually matching transactions to vendors

→

Auto-pulls from QBO, bulk assign

P&L doesn't match transaction totals

→

Built-in reconciliation with variance alerts

Chasing W-9s via spreadsheets

→

Integrated tracking with email templates

Different e-file platforms need different formats

→

7+ platform exports, one click

Credit card payments mixed in

→

Auto-excluded from 1099 totals

Journal entries mess up totals

→

Dedicated JE review stage

Integrations

Supported E-Filing Platforms

Export directly to your preferred platform

Track1099 (Avalara)

CSV

TaxBandits

CSV

Tax1099.com

CSV

Yearli

Excel

efile4Biz

Excel

1099Pro

CSV/Excel

Generic CSV

Custom imports

Limited Time Offer

Early Adopter Pricing

Lock in special pricing — available for a limited time only

Plan	QuickBooks Companies	Semi-Annual	Annual	Monthly Equivalent
Starter	Up to 5	$59 /6 mo$109	$99 /yr$199	$8.25/mo
Pro	Up to 25	$139 /6 mo$279	$249 /yr$499	$20.75/mo
Business	Up to 50	$249 /6 mo$499	$449 /yr$899	$37.42/mo

1099 preparation and tracking

Vendor payment reconciliation

Monthly bookkeeping tools

IRS-ready 1099 forms

E-filing platform exports

W-9 collection tools

Email support

Professional workpapers

Coming Soon Subscriptions will be available shortly. E-filing fees billed separately by your chosen platform. Need more than 50 QuickBooks companies? Contact us for custom pricing.