Key Takeaways
- The 1099Online dashboard experience is changing.
- The new dashboard is designed to support more form types and better workflow management.
- Core filing capabilities will remain available and previous data, filings, users, and account history will not be affected.
- Educational resources will be available before and after launch to help users transition smoothly.
A better and more enhanced dashboard is on the way. 1099Online is getting a new dashboard to help manage and stay on top of your filing tasks. The new dashboard is here to make your filing experience simpler, faster, and better organized from the start to the end.
Whether you are filing a few forms or managing high-volume filings across multiple payers and recipients, the new and enhanced 1099Online dashboard is designed to make it easier to eFile forms, track filings, manage payers and recipients, and access account details.
Why We’re Updating the Dashboard
To answer this question, we have to look at how tax filing is evolving. It is no longer just a one-and-done task. Teams often have to manage multiple forms, payers, recipients, corrections, account details, and filing deadlines. On top of the federal reporting requirements, they also have to keep up with the varying state filing requirements.
What used to be a simple task has become an ongoing process that requires better organization and easier access to tax information. To support this, we’re enhancing the 1099Online dashboard with improved navigation, adding more tax forms, and more filing management tools.
The goal of our new dashboard is simple:
“To help you manage forms, filings, and accounts more efficiently.”
What’s Changing
The new 1099Online dashboard experience is designed to make everyday filing tasks easier to complete. Our more organized and cleaner dashboard layout will help you find forms, filings, payers, recipients, filing status, and account activity faster.
Some navigation and workflows may look different, but don’t worry, the core filing capabilities you rely on will still be available. Your existing data, previous filings, users, account history, payers, and recipients will not be affected by this update.
More Forms, More Filing Support
As part of this enhanced filing experience, 1099Online is expanding its form support by adding 40+ new forms across multiple filing categories.
The new dashboard will support a broader range of filing needs, including:
- 1099 forms
- 1098 forms
- ACA forms
- 1042 forms
- 480 forms
- 5498 forms
- Extension forms (where applicable)
- Stock-related forms
- W-8 forms
- W-9 forms
- Payroll forms
- State filing
- State payroll forms
- State reconciliation forms
By expanding to more forms along with our enhanced dashboard, businesses, CPA firms, accounting professionals, and filing teams can manage all their tax reporting requirements from one platform, without having to switch back-and forth between different systems.
Built for Faster Filing Workflows
Tax form filing and reporting requires multiple tasks spread across different areas, such as checking filing progress, tracking mailed forms, meeting state filing requirements, using TIN Matching, managing W-8 and W-9 forms, and more. All these tasks have separate workflows.
The new and enhanced 1099Online dashboard is designed to support the workflows you depend, so that you can spend less time navigating between the different task and more time completing your filing work.
The dashboard’s new and updated capabilities include:
- Finding forms faster
- Managing payers and recipients more easily
- Checking filing status
- Tracking mail status
- Accessing enhanced reports
- Managing state filing requirements
- Supporting state reconciliation forms
- Supporting state payroll forms
- Using Bulk TIN Matching
- Managing W-8 and W-9 forms
- Accessing expanded form categories from one place
Improved Payer and Recipient Dashboards
Managing payer and recipient information is an important part of the tax filing and reporting process. Before forms can be filed, you need to make sure the payer information is accurate, recipient records are complete, and all filing-related details are easy to review and manage. And with growing filing needs, managing this information through a less organized experience can become time-consuming and harder to track.
With the new and improved dashboard, you can organize, access, and manage payer and recipient filing data more efficiently.
The updated payer dashboard will provide an easier and clearer way to manage payer information and view filing activity. This means you can find payer details more easily, check the status of filing work, and move through payer-related tasks faster.
With the updated recipient dashboard, you will be able to have a more clearer, accessible view of recipient records, review important details, and manage recipient-related filing information in a more organized way.
Better Visibility into Filing and Mail Status
The new dashboard will make it easier to check the status of your filings and track filing activity. You will be able to monitor filing progress, review filing status, and track recipient mail status where applicable. This added visibility helps you stay informed and makes it easier for you to understand where the filings stand and what actions may still be needed.
Enhanced Reporting
The updated dashboard will also support enhanced reporting capabilities. That means you can get better access to filing-related information and account activity from a single dashboard. Improved reporting is especially useful for businesses, CPA firms, accounting teams, and high-volume filers who need a clearer view of filings, forms, payers, recipients, and submission activity. For these users, better reporting can make it easier to monitor workload, confirm filing activity, and stay organized during filing season.
No Disruption to Your Existing Data
We understand how important filing history and account continuity are. So, there will be no changes to your existing data. Your past data will still remain accessible. This includes previous filings, payer information, recipient information, users, and account history.
The dashboard experience will be changing, but your core filing capabilities and previous filing details are not going away.
Designed for the Future of Filing
The enhanced 1099Online dashboard is more than just a simple design update. It is being designed be the foundation for a more organized and efficient filing experience. And as 1099Online continues to expand form support and improve filing workflows, the new dashboard will help users manage more filing needs from one place.
Whether you are filing 1099 forms, managing payer and recipient records, completing state filing requirements, using Bulk TIN Matching, tracking mail status, or preparing for expanded form categories, the new dashboard is here to bring important filing options together in a more connected and organized experience.
Conclusion
The new 1099Online dashboard is coming soon. So, stay tuned, we’ll continue sharing updates, educational resources, and guidance to help you get ready.
When the new dashboard becomes available, you’ll be able to access your existing data and filing history as usual.