Essential Steps in the 1099 Form Preparation Process

Try not to get too bogged down in the 1099 form preparation process each tax season. Doing 1099s by hand is a time-consuming and repetitive process. Get 1099 software in order to help avoid making major tax mistakes with significant consequences. The best 1099 tools automate the usual tax preparation steps. Streamline the entire process from start to finish and save time to focus on other important areas of your business. Set aside time for you or the team members to consider what your business needs and wants most in its 1099 software. Speak to a possible tax software provider about whether or not their system can meet these needs.

We designed Advanced Micro Solutions’ base W-2/1099 Forms Filer program with accountants and small businesses in mind. Customize the base program with any combination of our six optional add-on modules. The affordable software solution supports up to 99,999 employees or recipients per payer.

 

Is Software Needed for 1099 Form Preparation?

The short answer is, yes. Stay on top of completing and submitting forms with software during tax season and throughout the entire year. Use software in a few simple ways to streamline all the work that you need to do as you prepare for tax season.

Run a vendor list. Keep a list of each vendor that your business paid in the current year. Use 1099 software to generate forms for a wide range of client services. Spend less time aligning documents for landlords, attorneys, and medical corporations. A checklist is one way to avoid overlooking any vendors before you generate the incorrect number of forms.

Confirm that each vendor sent you a W-9 form. Prioritize record-keeping as part of your 1099 form preparation. Invest in software that has the amount of storage needed by your business. A scalable program is the most ideal. Access documents like W-9 forms whenever you need them with tax software. Stay organized ahead of any audits and eliminate filing cabinets with thorough record-keeping 1099 software.

Send any W-9 requests to vendors without forms on file. Prevent your time from running out on your deadlines with tax prep software. Request missing forms as soon as possible. Software expedites how you generate forms and distribute them to your clients to complete. Do not wait until the last minute to send out any follow-up requests.

Check that your 1099 software is fully up-to-date. Make the 1099 form preparation process easier with the most up-to-date version of your software. An out-of-date program will not make sure that you stay fully compliant. Check for any upgrades and confirm that your software fully reflects the relevant liabilities.

 

Best Small Business 1099 Software Features

There are many software features and tools that benefit small businesses in particular. These are some of the core features that will improve your overall form prep for any 1099s.

Easy Form Alignment – Spend less time attempting to align each individual form. Generate your forms with 1099 tax software. Allocate less money to ordering forms or time spent loading forms into an existing system that does not reduce your overall workload.

Menu-Driven Format – Find intuitive tools for each 1099 form preparation step. Tax software should not create more work for you or your team. A menu-driven format simplifies how you navigate the software and input your information. Talk to a prospective software vendor about their customer support. Guarantee that you will have access to troubleshooting features.

Batch Printing – Save time and effort for everyone when you batch print reports and forms for multiple payers. Batch printing is a great feature for growing businesses who regularly bring on new contractors or clients. Automate as many parts of the 1099 prep process as possible for a more efficient business.

Payer Backup and Restore – Get software that automatically saves forms and reports once you access one of them. Safeguard your 1099 form information to make sure that people feel confident when they decide to work for you.

 

Get Started with AMS Software

Focus on 1099 form preparation as soon as possible. Download a free 1099-etc Demo software today. Our demo software is a nearly fully functional program. Input your actual data and save it for after you purchase the system. AMS has its base W-2/1099 program and the ability to transform into a full accounting suite of tools. Our six optional add-on modules are: AMS Payroll, E-File, Software Generated Forms, Forms Filer Plus, Affordable Care Act Filer, and a 1042-S Filer. Our software supports users in all 50 states, plus the District of Columbia and Puerto Rico.

Software Solutions from AMS

Our W-2 and 1099 Forms Filer is our only required platform. From there, users pick the services they need. Choose from the tools below to build out your customized accounting software.