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Julissa5
December 15, 2023
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E-filling 1099 without QuickBooks subscription

  • December 15, 2023
  • 1 reply
  • 0 views

If i have a client that doesn't have QuickBooks online, if they get QuickBooks online payroll only, and want to e-file 1099's but they don't do direct deposits is there a way to create the "check" with the total amount the vendor got all year so QuickBooks online can e-file the 1099? I get confused with the contractors subscriptions and if its part of the payroll or not, I know there is another subscription for just contractors.

 

So basically i need to know if a client only have the contractors subscription or payroll, can they e-file 1099's if they don't have the checks there and maybe create a one check in December with the total so the 1099 can be created. The IRS has a paper limit of 10 1099's so we want to figure out what our clients should do. Thank you!

Best answer by Ethel_A12

Thank you! if you can reach out to me next week it'll be perfect, i can talk any day but not Monday, please let me know how to get in contact with you!


Hello there, @Julissa5.

 

I'll give you the steps how to get a call back from one of our experts in QuickBooks Online.

 

Follow the steps below so that one of our experts from Customer Care team will call you.

 

  1. Sign-in to your QuickBooks Online company.
  2. Click Help (?).
  3. Choose either tab to get started:
  • Assistant: Get quick, personalized answers. Select a suggested option or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
  • Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
    • Start a chat with a support expert.
    • Get a callback from the next available expert.

 

Here are some resources you can read to help you in managing 1099s with QuickBooks Desktop:

 

 

Let me know if you need further assistance with reaching our Customer Care team. I'm always here to help. Have a great day.

1 reply

J
jeanbiverly_
December 15, 2023

Hi, @Julissa5.

 

Yes, you can subscribe to QuickBooks Payroll (QBP) and QuickBooks Contractor Payments (QBCP) without subscribing to QuickBooks Online (QBO). I'd be glad to share some links with you for the plans:

 

 

Once you subscribe to a plan, you can create and file your 1099 form. Let me guide you through the process.

 

When subscribed to QBP, you can follow these steps:

 

  1. Navigate to Payroll and choose Contractors.
  2. Select Prepare 1099s.
  3. Ensure your company information matches what's on tax notices or letters from the IRS. Click Edit to make any changes.
  4. Select Confirm info and get started.
  5. Click Select accounts, pick or confirm the ones used for your 1099 expenses or payments, then Add.
  6. For each added account, select the corresponding 1099-NEC or 1099-MISC boxes indicating payments made to contractors this year. Click Next.
  7. Put a checkmark next to each contractor on the Tracked for 1099 tab and ensure their information and email addresses are correct. Use Edit to make any necessary changes.
  8. If a contractor is missing, select the Not Tracked for 1099 tab. Add the contractor to the Tracked for 1099 tab by selecting Add to tracked list and then click Back.
  9. Review the Reportable total amount for each selected contractor, and then click on the Next button to proceed.
  10. Select Preview to see each 1099 and check the amount in each box. Choose Continue to 1099-MISCs to view your 1099-MISC forms. Click Next.
  11. Select Continue to E-File to e-file your 1099s. Or choose I’ll print and mail to print and mail the forms yourself.

 

For more information on E-filing your 1099s and checking your filing status, please refer to this article: Create and file 1099s with QuickBooks Online.

 

Moreover, when subscribed to QBCP, you can refer to this article for instructions: Create and file 1099s with QuickBooks Contractor Payments.

 

In case you need help entering your employee's year-to-date pay and company totals, this article provides guidance: Add pay history to QuickBooks Online Payroll.

 

Our team is dedicated to ensuring your 1099s are created and filed accurately and on time. If you require further assistance, please don't hesitate to reach out. We're here for you.

    J
    Julissa5Author
    December 15, 2023

    Thank you, when i see the plans, for the contractor it says after 20 contractors is $2 additional and for the clients that have payroll plan is extra $6 per contractor.

     

    For the clients that i need this for is lithe they'll create the "fake check" with the total for the year in December, do they have to pay per contractor every month or just the month of December that is when they are creating the checks? are this fees referring to direct deposit or how is that fee comes into the plan?

    S
    ShyMae
    December 15, 2023

    Hi, Julissa5. I've got the information you need regarding the fees. 

     

    Employers can pay a flat fee of $15 per month for up to 20 contractors. There are no additional per-contractor fees. However, if you have more than 20 contractors, you will be billed $2 per additional contractor.

     

    Meanwhile, your clients will still have to pay the monthly usage fee for the active contractors not covered by the basic plan. This fee covers the sending of payments, e-filing of your 1099, and contractor self-setup.

    Each plan comes with its own set of features. To learn more about it, you can check out this article:     QuickBooks Contractor Payments. 

     

    On the other hand, you can send unlimited payments once you've subscribed to a contractor payments plan. 

     

    Additionally, you can set up and manage direct deposit for your contractor. This simplifies payment processing, eliminating paper checks and reducing wait times for both you and your contractors.

     

    You can still reach out to me by tapping the reply button below. If you need further clarification regarding the fees and plans, I'd be available to assist. Best wishes!

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