1099 files for IRIS

To create the files to be uploaded to the IRS IRIS portal:

1. Select Reports>Electronic Tax Reports>1099.
2. Select IRS Iris from the Upload Method drop-down and click OK.
   
3. Verify the selections in the Map 1099 Types dialog and click OK.
   
4. Select all Vendors in the Select Vendors For 1099/1096 dialog and click OK.
   
5. Click Browse on the Electronic File 1099 Export to browse to the desired folder.
   
6. Enter the Company Name in the File Name field on the Save As dialog and click Save.
   
7. Verify the Filename and click Next. (You can only Create 1099 files for Iris)
   
8. Click Next on the Electronic File 1099 Export Transmitter and Payer dialogs.
   
9. Click Finish on the last dialog.
   
10. The program will tell you when the electronic 1099 file has successfully been created. Click OK to close this dialog.
    

The program will create a separate file for each 1099 type. 

The IRIS system does not allow you to upload a file containing more than one 1099 type.  Login to IRIS and select Upload 1099 files.  Iris only allows you to upload one file at a time, but you can upload, select next, return to the dashboard and upload another. Also, IRIS limits the number of 1099 records in a file to 100. If you have a file with more than 100 records, please contact support.