BILL and Tax1099: Frequently asked questions (FAQ)

Here are some frequently asked questions about how Tax1099 works with BILL. Subscription-free basic accounts will need to upgrade to connect with this app.

Note: Due to changes of the 1099-MISC form and 1099-NEC form, the box numbers for reporting certain income have been adjusted. Also due to these changes, Tax1099 integration will no longer support 1099 filings before 2020. For questions about reporting the correct box forms, please refer to the IRS website.

Jump to:

• How do I connect Tax1099 with my BILL account?
• Where do I find the link to the Tax1099 app in BILL?
• How do I mark vendors as 1099 in BILL?
• How do I assign Chart of Accounts to 1099 categories in BILL?
• Can we still use Tax1099 if we did not use BILL for the full year?
• Will offline payments recorded in BILL be sent to Tax1099?
• Can I use Tax1099 on a Mac?
• Will changes made in Tax1099 update in BILL?
• How does Tax1099 pricing work?
• How does pricing work for an accountant filing for multiple clients?
• How do I contact Tax1099 Customer Support?
• What do I do if my vendor did not provide their SSN or TIN?
• What if I only owned my business for a few months last year and sold it.
• Do I need to collect a W-9 or TIN from a vendor who is an individual?
• Is a vendor's TIN the same as their SSN?
• Do vendors need to consent to receive their statement through the mail?
• If a vendor does not respond by the email deadline, can I send the 1099 by both mail and email?
• Do I need to sign the 1096 form when I eFile?

How do I connect Tax1099 with my BILL account?

For complete setup instructions, review the Connect with Tax1099 article at the bottom of this page.

Where do I find the link to the Tax1099 app in BILL?

1. Log in to BILL
2. Select Settings
3. We're currently rolling out a fresh new look for our Settings page, so you may see one of 2 designs. Please follow the steps that match what your Settings page looks like.
   
   Select View all under Apps if your Settings page looks like this:
   
   Select App Center under Sync & Integration if your Settings page looks like this:
   
4. Select Tax1099 in the Tax1099.com box

How do I mark vendors as 1099 in BILL?

1. Log in to BILL
2. Select Vendors in the navigation menu
3. Select a vendor and select Edit
4. Select 1099 Vendor
5. Select Save
6. Repeat for each 1099 vendor

How do I assign Chart of Accounts to 1099 Categories in BILL?

Accounts used for payments to 1099 vendors must be categorized accurately to populate correctly in Tax1099.

1. While logged in to BILL, select Settings
2. We're currently rolling out a fresh new look for our Settings page, so you may see one of 2 designs. Please follow the steps that match what your Settings page looks like.
   
   Select Chart of Accounts under Accounting if your Settings page looks like this:
   
   Select Classifications under Accounting if your Settings page looks like this:
   
3. Select Chart of Accounts
4. Select the account to map to and select edit
5. Select the 1099 form type
6. Select the 1099 Category
7. Select Save
8. Repeat for each account that needs to be mapped

Can we still use Tax1099 if we did not use BILL for the full year?

Yes! The payments made using BILL will be sent to Tax1099 during the setup process. If payments weren't recorded in BILL, manually add them in Tax1099 or import them in a CSV file.

Will offline payments recorded in BILL be sent to Tax1099?

Yes, all payments either made or recorded in BILL will be sent to Tax1099.

Can I use Tax1099 on a Mac?

Yes! Tax1099 is cloud-based and can be used in any browser.

Will changes made in Tax1099 update in BILL?

No, information updated in Tax1099 won't sync to BILL. If you need to add missing information to a vendor, we recommend that you make changes in BILL first, then restart the import of the information to Tax1099. If the update isn't made in BILL first, the update will need to be made in both the Tax1099 app and BILL.

How does Tax1099 pricing work?

Tax1099 has different pricing levels depending on your needs. Learn more at Tax1099 Pricing.

How does pricing work for an accountant filing for multiple clients?

For accountants, pricing is based on the number of filings across all of your clients. Contact Tax1099 for more information at Accountant Information

How do I contact Tax1099 Customer Support?

Search their knowledge base at https://www.tax1099.com/ or use the live chat on their website.

You can also contact them via email and phone: Email: support@tax1099.com Phone: 1 (877)811-3829

What do I do if my vendor did not provide their SSN or TIN?

The general guidance is not to issue a payment to a vendor without collecting their W-9. Alternatively, withhold 28% (per the IRS) if a vendor refuses to provide one. You should consult with your own tax advisors and accountants on what to do for your specific situation.

What if I only owned my business for a few months last year and sold it.

You're still required to file 1099's in this scenario.

Do I need to collect a W-9 or TIN from a vendor who is an individual?

Always collect a W-9 from anyone you pay in the course of your business or trade.

Is a vendor's TIN the same as their SSN?

Not necessarily. The tax identification number (TIN) for an individual is called a Social Security number. The tax identification number for a business entity is usually called an Employer Identification Number (EIN) or just a TIN. It is up to a vendor to provide the correct TIN for filing.

Do vendors need to consent to receive their statement through the mail?

No, but consent is required for electronic delivery (eFile).

If a vendor does not respond by the email deadline, can I send the 1099 by both mail and email?

You can choose to mail and email each vendor as needed in Tax1099.

Do I need to sign the 1096 form when I eFile?

The 1096 form isn't required when you eFile.