1099 Pro Support

If you have additional questions, email support@1099pro.com or call us at 888-776-1099.

If you have additional questions, email support@1099pro.com or call us at 888-776-1099.

If you have additional questions, email support@1099pro.com or call us at 888-776-1099.

Click here to download.

Demos run fully functional versions of the software, but will print sample data only. When you purchase the software you'll receive a Product ID/Activation Code which allows you print your data.

If you have additional questions, email support@1099pro.com or call us at 888-776-1099.

Returns and/or refunds are granted if 1099 Pro is notified within 30 days of purchase if the software is incompatible with your computer and will not function. If you have questions about the compatibility of your hardware we recommend downloading and testing a demo version before you purchase.

If you have additional questions, email support@1099pro.com or call us at 888-776-1099.

Export to Excel, delimited, CSV, or TAB file which can then be mapped and imported into 1099 Pro.

If you have additional questions, email support@1099pro.com or call us at 888-776-1099.

Also see our online services: eFileMyForms.com and TINCheck.com.

If you have additional questions, email support@1099pro.com or call us at 888-776-1099.

Once you have received your authorization code, run your software and go to "Utilities" and "Registration and Upgrades", and enter your code.

If you have additional questions, email support@1099pro.com or call us at 888-776-1099.

If you have additional questions, email support@1099pro.com or call us at 888-776-1099.

Note, the roll forward feature will not bring forward any of your financial data. Rather, it is intended to save you the trouble of reentering all of your recipient and filer contact information, as well as your security settings and transmitter information.

If you have additional questions, email support@1099pro.com or call us at 888-776-1099.

Step 1: Update
Run a software update on your old computer to ensure your software is up-to-date. Once your update is complete, back up your data.

Step 2: Backup
Upon running the data backup wizard, a date and time stamped backup zip file will be stored in the following location:

C:\Program Files\Pro99Txx\Data Backups

Step 3: Restore
On your new computer, download the same version/year of 1099 Pro that you were using on your old computer, and run an update. Once the web update is done, unzip the backup file into the following location:

C:\Program Files\Pro99Txx\Data

If you have additional questions, email support@1099pro.com or call us at 888-776-1099.

IMPORTANT: The update to enable Service Bureau upload and IRS/SSA/State filing functionality (as product appropriate) is scheduled for release by early January. All on-file contacts are emailed when the update is available.

Alternate Method:
Visit https://wiki.1099pro.com/ to download updates, patches, or the most updated copy of 1099 Pro.

If you have additional questions, email support@1099pro.com or call us at 888-776-1099.

• Printing & Mailing Upload:
  Once you have imported and reviewed your records, click on Via the Service Bureau under the 2nd step, "Printing & Mailing", located to the left of your screen. Click on the Printing & Mailing or E-Delivery Upload button located at the top of your screen to initiate a helpful Wizard that will guide you in selecting the forms, filers, and services for this upload. Click "Create File" button.

  Continue to the Submit a Service Bureau Upload screen and follow prompts. View Control Totals Report to carefully verify selected services and box-by-box totals for the forms and filers in your upload. Most users select Built-in HTTPS secure transfer method. Enter your Digital Signature to authorize the processing of this upload. Then click "Upload My File" (your encrypted data files and signed Control Totals are digitally transmitted to us - there is no need to phone, email, or fax the Service Bureau).

  Lastly, at the Service Bureau Upload Sessions screen verify that your upload has a Done* status. The Service Bureau will email you within a few hours of receipt of your upload.

• Electronic Filing Upload:
  When you are ready to upload your records to the IRS or SSA, click on Via the Service Bureau under the 3rd step, "Filing My Forms", located to the left of your screen. Click on the Filing with the IRS Upload button located at the top of your screen to initiate a helpful Wizard that will guide you in selecting the forms, filers, and services for this upload. Click "Create File" button.

  Continue to the Submit a Service Bureau Upload screen and follow prompts. View Control Totals Report to carefully verify selected services and box-by-box totals for the forms and filers in your upload. Most users select Built-in HTTPS secure transfer method. Enter your Digital Signature to authorize the processing of this upload. Then click "Upload My File" (your encrypted data files and signed Control Totals are digitally transmitted to us - there is no need to phone, email, or fax the Service Bureau).

  Lastly, at the Service Bureau Upload Sessions screen verify that your upload has a Done* status. The Service Bureau will email you within a few hours of receipt of your upload.

• Bulk TIN Upload:
  To run a Bulk TIN match using the Service Bureau, click on Via the Service Bureau under the 2nd step, "Printing & Mailing", located to the left of your screen. Click on the Bulk TIN Matching Upload button located at the top of your screen to initiate a helpful Wizard that will guide you through the upload process. On the last screen, click on "Finish".

  Continue to the Submit a Service Bureau Upload screen and follow prompts. View Control Totals Report to verify the forms and filers in your upload. Most users select Built-in HTTPS secure transfer method. Enter your Digital Signature to authorize the processing of this upload. Then click "Upload My File" (your encrypted data files and signed Control Totals are digitally transmitted to us - there is no need to phone, email, or fax the Service Bureau).

  Lastly, at the Service Bureau Upload Sessions screen verify that your upload has a Done* status. The Service Bureau will email you within a few hours of receipt of your upload. NOTE: Please contact your in-house IT to ensure that emails with ZIP attachments from sb@1099pro.com are allowed. Results are typically returned within one business day.

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  * Uploads with a Done (HTTPS) or Done (FTP) status have been submitted to the Service Bureau for processing. Uploads with a Done (Manual) status however, require you to take the additional step of manually posting your upload file on 1099 Pro's secure web browser. Review your Upload Confirmation Sheet (see Special Manual Upload Instructions on second page) for guidance.

  If you have additional questions, email support@1099pro.com or call us at 888-776-1099.

  
  
  
  

If you have additional questions, email support@1099pro.com or call us at 888-776-1099.

If you have additional questions, email support@1099pro.com or call us at 888-776-1099.