Services
E-Delivery and Web Presentment
How Does Electronic Delivery Work?
By early January, your Recipients MUST register with their Email Address
on VIEWMYFORMS.COM in order to OPT IN for E-Delivery of their tax form.
A valid Recipient Email Address must be imported into the software with each tax form at year end.
After you've entered or imported all data* into your 1099 Pro software, created your upload file, and transmitted it to
us by your appointment date, the following happens:
- A "control totals" report will automatically print from the software, for each Filer and form type.
- If the "control totals" report accurately reflects the data you transmitted, you'll sign the report and fax it to us.
- By the IRS Deadline, we will notify your Recipients that forms are available online as well as print and mail forms to
those who have not OPTED IN.
*Email Addresses included in your Upload file must be identical to those used by your Recipients to register
on VIEWMYFORMS.COM.
How Does Web Presentment Work?
Your Recipients MUST register with their Email Address
on VIEWMYFORMS.COM in order to view/reprint their tax form online.
A valid Recipient Email Address must be imported into the software with each tax form at year end.
After you've entered or imported all data* into your 1099 Pro software, created your upload file, and transmitted it to us
by your appointment date, the following happens:
- A "control totals" report will automatically print from the software, for each Filer and form type.
- If the "control totals" report accurately reflects the data you transmitted, you'll sign the report and fax it to us.
- We will then make forms available online to your Recipients for viewing and reprints.
*Email Addresses included in your Upload file must be identical to those used by your Recipients to register
on VIEWMYFORMS.COM.