Basic Features
- New Features
- Getting Started
- Search Features
- The Record List
- Select Tax Year
- Select Form Type
- Browse, Enter & Edit
- Creating New Forms
- Modifying Forms
- Form Status Codes
- Form Lookup Search
- Form Totals Report
- Printing Forms
- Printing Options
- Email Forms
- Creating Corrections
- 1099 Pro.NET Lite
Advanced Features
- TIN Changes
- Address Changes
- Form Total Reports
- Print Export
- Filers List
- Advanced Pcode Lookup
- Recipient Lookup
- Corrections During Open Window Periods
- Exporting Print Jobs to Microsoft Excel
- Preset Query
- Custom Query
- Custom Column Views
- Utilities
- Track Print Jobs
- Custom Statement Printing
- 945 Balancing Report (Excel Export)
- Corrections/Late Add Report
- TINCheck Integration
- Custom Training Materials
| New Features for 1099 Pro.NET |
- Support multiple browsers: Internet Explorer 6 or higher, Chrome, Firefox, Safari;
- Made changes to Recipient Lookup page to give choice options similar to the Form Lookup page;
- Made changes to Recipient Lookup/Form Lookup pages to make search persistent throughout user's session;
- Added the ability to email PDF copies of forms to recipients with up to 256-bit AES encryption.
- Note: This option must be configured in the 1099 Pro Corporate Suite software in the "Set Email Server And Account" area in "Security and Administration" prior to usage, then the information in the "Recip. Email" field in "Email/Postal" tab for each record.
- Changed Form Counts report: We've added the ability to select between "All Filers/All Forms", "All Filers/Selected Forms", "Selected Filers/Selected Forms
- Added the abilty to perform advanced Pcode lookups. For more information click here.
| Getting Started - Logging In and Logging Out: |
Thank you for using 1099 Pro! The following information will help you use 1099 Pro.NET. If you would like to skip to a specific section, please refer to the navigation bar on the left side of the screen. To be sure that 1099 Pro.NET runs correctly, be sure to turn off your pop-up blocker, or list the url as a safe site in your web browser.
- Begin by opening the 1099 Pro ASP web page. If necessary, enter the address into your web browser's (Internet Explorer, Safari, Chrome, or Firefox) address bar. Please note that the web address will be defined by the person that sets up the 1099Pro.Net server, for additional information please contact your System Administrator.
- Enter your assigned User ID and Password and press the "log in" button. If you wish to change your password, place a check in the checkbox labeled "I want to change my password after logon". If this is your first time logging in, the default password is "NEW". Please note that after three failed log in attempts, the program will automatically lockout the user until the program administrator resets their account.
- When you log in, the software will automatically attempt to open the Filer/PTIN last used. If your security rights do not allow you to access that Filer or if you have never logged in before you will be asked to choose a Filer.
- To select a Filer which contains the forms you wish to work with, click on it from the provided list and then click on the "Select" button.
- To logout of the software, simply click "Log out" located at the top right of the application. Please note, you will be automatically logged out if you have been inactive for more than 20 minutes