Prepare for 1099 (and 1096) Filing Season with DataQuest

As we approach the 1099 filing season, it’s crucial to ensure that you’re well-prepared for the upcoming deadlines. At DataQuest, we’re here to assist you in navigating the complexities of 1099 and 1096 filings, making the process as seamless as possible.

Important 1099 Filing Deadlines

Mark your calendars! The IRS deadline for filing 1099 forms is February 17, 2025. To ensure timely transmission and acceptance by the IRS, all clients must schedule appointments with DataQuest before February 14, 2025. Please note, our upload programs can efficiently process both 1099 and 1096 forms simultaneously therefore simplifying the process, streamlining your submission, and meeting the deadline.

How to Prepare for 1099 Filing

While clients are responsible for their own 1099 transmission data, DataQuest is here to support you throughout the process. We provide a Crystal Report, which is data-driven, allowing you to gain visibility to all your 1099 vendors.

This report is invaluable for providing the visibility to any necessary adjustments and helping you ensure your data is clean and accurate

Collaborate with Us Early

To ensure everything runs smoothly, we recommend that you collaborate with us on the Crystal Report before December 13, 2024. This early collaboration will give you ample time to review and refine your data before submission.

Flexible Filing Options

This year, we offer two convenient filing options. In addition to Aatrix, which integrates seamlessly with Sage, you can also choose Avalara for your 1099 e-filing needs. Avalara provides secure 1099 IRS e-filing and e-delivery, making it a preferred option for many clients due to its ease of use and efficiency.

Your Next Step

To kick off the preparation process, we encourage you to send in a support ticket and schedule a time with us to review and prepare your 1099 data. Once scheduled, our team will support you through the submission process, whether you choose to file via hard copy, Aatrix, or Avalara. To schedule a consultation, please contact us at support@dquest.com.

For more detailed information on 1099 filings, refer to the IRS General Instructions for Certain Information Returns here.

Get Ready for 1099 Filing Season

Preparing for 1099 filing season doesn’t have to be stressful. With DataQuest’s expertise and support, you can ensure a smooth and compliant filing process. Contact us today to secure your spot and make this filing season a success!

We look forward to assisting you in ensuring a smooth and successful 1099 filing season!

– The DataQuest Team