Tax1099

Overview

Tax1099 is an IRS-authorized platform for e-filing informational returns and managing compliance data. It suits businesses, accountants, and software teams filing across multiple form types or connecting tax reporting to accounting applications. Its breadth is useful, but the free tier does not include form filings and optional services can add to the cost.

Key features

Tax1099 handles 1099, W-2, payroll, ACA, 1098, 1042, tax-exempt, and other forms, with filing to the IRS, SSA, and states participating in the Combined Federal State Filing program. Corrected and void filings, scheduled filing, rejected-form resubmission, recipient copy downloads, and reports support work beyond an initial submission. This range is valuable to firms with varied reporting obligations; businesses filing only a few forms may prefer a pay-per-form approach to an annual subscription.

Two-way 1099 data sync is available for QuickBooks Online, Xero, and BILL, while QuickBooks Desktop supports data import. Other integrations or import options include Zoho, Excel, FreshBooks, Sage Intacct, Tipalti, Entrata, Oracle NetSuite, and Zapier. An API offering is aimed at tax software and application developers. These routes can help firms bring data in from several systems, though the value depends on the tools they already use.

Security measures include annual SSAE-21 Type II audits, encryption, 256-bit security standards, TIN masking, and authentication procedures. Two-factor authentication uses a secure PIN or password sent to the registered phone. Secure four-year storage is included in the filing price. Live chat runs Monday through Friday, 8:30 AM to 6:00 PM Central Time, with 24/7 support during tax season.

Pricing

Tax1099 uses a freemium model, but its Essential plan is free with pay-per-form filing and a cap of zero included forms. In practice, this is an entry point rather than a no-cost filing option: each form incurs a charge.

Form eFiling is priced by volume: $2.99 each for the first 20 forms, $2.30 each for forms 21–150, $1.31 each for forms 151–500, and $0.68 each for forms 501–1,000. Contact the company for pricing at 1,000+ forms. The declining rate rewards higher volumes, but users should account for the cumulative filing bill rather than treating the free plan as a filing allowance.

Teams costs $249.00 USD per year, billed $249/year, and includes everything in Essential plus features for SMBs and collaborative finance teams. Scale costs $349.00 USD per year, billed $349/year, and adds to Teams for high-volume and growing organizations. The annual plans are aimed at teams needing the additional plan capabilities; occasional filers can avoid an annual commitment with pay-per-form pricing. TIN matching and recipient eDelivery are separately priced: real-time TIN matching is $1.00 per unit, TIN matching within 24 hours is $0.37 per unit, and IRS-compliant eDelivery is $0.25 per unit.

Platforms

Tax1099 is available on the web and through an API. That covers browser-based filing as well as integration into tax software and applications, but no other platform is identified.

Who it's for

Small and medium businesses, accountants, CPAs, bookkeepers, and corporations can use Tax1099 for varied informational-return workloads. Its integrations and API also suit teams consolidating reporting data or building tax software workflows. Gig businesses, marketplaces, and crypto exchanges are among the audiences it serves. It is less compelling for someone seeking a free way to file forms, since the free plan permits no form filings.

Pros and cons

• Pros: Broad form coverage and filing to the IRS, SSA, and participating states make it relevant to organizations with multiple reporting obligations.
• Pros: Two-way sync for QuickBooks Online, Xero, and BILL, plus other import routes and an API, offer several ways to connect filing with existing systems.
• Pros: Corrections, voids, scheduled filings, rejected-form resubmission, and recipient copy downloads cover common post-submission tasks.
• Cons: The free plan includes zero forms, so filing requires paid forms even for users starting at no charge.
• Cons: TIN matching and eDelivery carry separate per-unit charges, which can raise the total beyond filing fees.
• Cons: Annual Teams and Scale subscriptions may not suit occasional filers, while large-volume pricing above 1,000 forms requires contact.

Alternatives

Yearli is worth considering for users who want W-2 and 1099 forms, quarterly filing, and per-form TIN matching, with a free Core plan that also has annual subscription and filing fees.

IRS IRIS Taxpayer Portal is a fit for filers who can work within its limit of up to 100 returns at a time, use manual entry or CSV upload, and obtain an IRIS TCC.

TaxBandits is another option for readers comparing a free plan and paid monthly plans with $0 employee fees and unlimited pay runs on Basic.

BoomTax offers a Tax Year 2025 Premium ACA plan at $349.00 USD once, with up to 145 employees and optional per-form mail and e-delivery charges, making it relevant to ACA-focused needs.

1099 / 945 Forms may suit readers seeking federal and state e-file with recipient copies printed and mailed; its batch fee is $17.15.

FIS Tax Reporting Manager is another paid, web-based alternative.

Morado is another paid, web-based alternative.

ONESOURCE Tax Information Reporting is another paid, web-based alternative.

Browse more options in Tax Information Reporting Software and Tax Compliance Software.

Verdict

Tax1099 is a strong fit for businesses and tax professionals that need broad informational-return coverage, connected data workflows, or API access. Its main advantage is the combination of multi-agency filing, form breadth, and integrations; its main drawback is that the free plan files no forms and add-ons carry separate fees. Choose it when those capabilities justify the form and optional-service costs; look elsewhere if you need genuinely free filing or a simpler low-volume service.