Objective: Integrating the service bureau upload into 1099Pro.NET will allow an authorized 1099Pro.NET user to create a Service Bureau upload through the 1099Pro.NET user interface, whereas before this was an exclusive feature to Corporate Suite desktop application.

Note: 

  • This is only enabled for 1042-S and W2 eFiling.  Print/Mail and other form support will be added in a future update. 
  • Service Bureau upload session reset is still only done in Corporate Suite desktop. 

Prerequisites: 

  • 1099ProScheduler needs to be reinstalled as a window service.
  • 1042-S Service Bureau Upload activated in Corporate Suite
  • Service Bureau firewall ports opened on Web Update workstation to upload via HTTPS and/or FTP methods. 

Filing My Forms: 

There is a new section in the left hand menu called Filing My Forms with 2 sub sections: 

File via Service Bureau: Here you will be able to create the service bureau upload file and complete the pending upload: 

Track Upload Jobs: Here you can see all the history of scheduler jobs ran.  


File via Service Bureau: 

1) Click on Filing with the IRS Upload

2) Create the Service Bureau IRS Filing Upload by specifying the filers, form type, upload action, contact info and threshold criteria and click "Create File". 

3)  You will see a processing graphic as the file gets created by the 1099 pro scheduler.  If it there are other jobs the scheduler is running you will receive a message to check back to complete the upload. 

4) Submit a Service Bureau Upload by viewing the control totals report, confirming the totals, select the transfer method and provide a digital signature and click "Upload my File"

5) The Upload Bin Sessions screen will appear and show a Session Status Done






  • No labels