Can I Print a Draft before Transmitting my 1099 / W-2 to the IRS/SSA?
It’s time to start filing! The deadline for year-end forms like the W-2 and 1099-NEC are right around the corner on February 1, 2021!
For those of you who have completed your forms, we know that submitting accurate forms is crucial! One way that you can ensure the accuracy of your forms is by printing copies of these forms and letting your employees and independent contractors review them.
Did you know that your TaxBandits account allows you to print drafts before you transmit these forms to the IRS/SSA? Here’s how it’s done!
Printing a Draft
If you have a tax professional account, you are able to easily download and print drafts. Just follow these simple steps:
- Sign in to your TaxBandits account
- On your dashboard, next to the client/business name, select In Progress.
- Then click, Download Forms for Clients’ Review
- Then choose View Employee’s Form or View Recipient’s Forms, depending on whether you are looking at the W-2 or 1099.
- Finally, click Download.
From this point, you are able to print the draft or send it to your client at your convenience.
Check out this video to see the process step-by-step! https://youtu.be/qKau61yuBfM
Are you ready to start e-filing forms on behalf of your clients? Get started today in your TaxBandits account!
If you need assistance during the e-filing process, our excellent support team is available by phone, email, and live chat.
It’s not too late to stock up on your prepaid credits, lock in your pricing, and use them when you file across multiple EINs!
