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
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Common Search Features and Functions
All search boxes in 1099 Pro ASP can be used in the same way.
- Clicking on the magnifying glass button
will start your search. - Clicking on the refresh button
will reset all search settings and clear the current search criteria. - To select a form listed in your search results, single click on the row that it occupies. Once selected the record will be highlighted in blue. Use the action buttons at the bottom of the window to perform the task desired.
(Common action buttons)
Tips for displaying and sorting multiple records on screen:
- To sort search results by a particular column, click on the heading you wish to sort by.
The greater than "(>)"
or the less than "(<)"
sign next to the column header indicates the sort order.
- "(>)" denotes ascending sort order and "(<)" denotes descending sort order.
- Clicking on the column heading a second time will cause the sort order to flip from its current sort order to the opposite sort order.
- Clicking on a column heading will also alter the search function to match the column you click on. For example, clicking on the "Recipient TIN" header will cause the search type to change to "Search Recipient TIN(>)".
- When entering a TIN in a Search Criteria box, dashes are not required, although if you are entering a TIN on a tax form (i.e. a new form) the dash is required. Adding the dash when entering a TIN on a tax form determines the TIN type (i.e. SSN and EIN) which makes dash placement extremely important.
Miscellaneous:
- To expand or contract a menu item on the blue task bar to the left, simply click on the blue arrow
next to the menu's title. - To expand a drop down menu, click on the downward facing arrow on the right end of the box.
- The expanded menu contains a list of options. To select an option, click on the desired item.
- Once a selection has been made, the drop down menu will "roll up" and display your selection.
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