1099 Information for SoftPro Select Users
Now is the time to begin your 2021 1099 filings! A 1099 update is required in your SoftPro software before you can complete your submissions. You can complete this update on your own by following the instructions below:
Complete your 1099 update now:
What 1099 Exceptions Reports do I need?
- 1099-S Exceptions
- Missing and Orphaned 1099 Records Report
- Pro1099 vs. ProForm Data Variances
- 1099-S Duplicate Record Listing
How do I access the Exceptions Reports?
- Visit the SoftPro Documents Portal
- Log in with your mySoftPro or SoftPro 360 credentials or click "Sign Up" to create a login
- Once logged in, click "Browse All" from the menu on the left
- Click on "National Packages"
- Find the package named "1099 Reports" and click "Download"
- Install the Bundle in SP Admin. For information on how to do this, visit the "Videos & FAQs" page in the Documents Portal
Read the chart below to be aware of what's coming next:
|
When |
What to complete |
|
Now - December |
Install and run the reports now, you'll want these exceptions cleared before you start preparing your 1099 information |
|
Nov - March |
Update your Tax Year Script |
|
January – March |
Resolve any outstanding exceptions and submit to the IRS |
Important Pre-Filing Information
If you are filing your 1099 record electronically for the first time, you need to complete 4419 at the IRS website. You can create a FIRE login account here.
Filing Deadlines for Electronic Filing Only
February 15, 2022: Recipient (Seller) Copy
March 31, 2022: IRS Submission
March 31, 2022: Final date to file an extension. How to file for an extension for Tax Year 2021
How-To Videos and the Pro1099 Select User Guide:
- Preparing for 1099 submission to the IRS
- What are the steps to complete the 1099 process?
- Ensure files are sent to Pro1099
- Run the Exception Report and make 1099 corrections
- Add and delete a 1099 record
- 2021 1099 Select User Guide
Free Webinars:
Are you ready for 1099 season? Join us in a 1099 overview session to make sure your orders are populated correctly so your submission file to the IRS is ready to go on time.
*Please Note: SoftPro suggests creating a 2021 IRS TAX file in early 2022 to ensure you have all 2021 purchases finalized and the IRS FIRE site is accepting 2021 IRS TAX files.
The IRS now requires all 1099 filers to enter their TCC, EIN, and Business Name exactly as it currently appears in the FIRE system. To avoid a validation error and denied access to FIRE, we recommend logging into the FIRE site as soon as possible, prior to the March 31, 2022 1099 filing deadline. Find more info on this change here.
If you're having trouble logging in to the FIRE system, please view our troubleshooting tips:
