With GreenSlate you may take advantage of our convenient e-filing service by following the steps below.
Before proceeding, we recommend that you review the “All Paid Transactions with 1099 Filter” report and the “1099 Final Processing Report” in “Accounting Reports” to ensure that all transactions have accurate 1099 coding and complete vendor information. Please see How to: Generate and Reconcile a 1099 Final Processing Report Excel File for detailed instructions.
Step 1: Click + to the right of “Accounting Reports” on the left navigation
Step 2: Select the “T4A/1099 Reports” report category, and “1099 Final Processing Report” or “1099 Final Processing Report Company.”
Step 3: If you are processing for a multi-project company, select the projects to include from the Projects filter.
Step 4: Enter the date range for the applicable 1099 tax year.
Step 5: Click “Queue Report.”
Step 6: Click “View Reports Monitor.”
Step 7: Download the Excel file of “1099 Final Processing Report” or “1099 Final Processing Report Company.”
Step 8: Under Accounting on the left navigation, click “Process 1099s.”
Step 9: Fill out all information in the “Payer Company Info” text fields.
Step 10: Select the tax year from the “Year for 1099 Processing” drop-down menu, then click “Opt-in for 1099 Electronic Processing.”
Step 11: Review the 1099 Electronic Filing Consent Notice, then click “Confirm.”
Step 12: Upload your “1099 Final Processing Report” into the "1099 Reports" file uploader (first uploader section).
Although you can upload files to the other sections, we ask that you please only upload your 1099 Final Processing Report to the "1099 Reports" file uploader.
Step 13: Click “Process 1099s.”
The green “Processing 1099s” message indicates that the 1099 Processing team has been notified of your upload.
Step 14: Once the draft 1099s are available, you will receive an email from our Accounts Receivable team. The email will contain a link to preview the 1099s to be processed along with a bill for fees due. Please review the draft 1099s and pay our Accounts Receivable team once you are ready.
Step 15: GreenSlate will E-File your 1099s and the final 1099 file will be shared securely for your records here. You’ll be emailed once processing is complete.