Client-by-Client 1099 & W-2 E-Filing for CPAs
At a Glance
What is a Good 1099 Software for CPAs?
Tax professionals need 1099 software that handles client-by-client filing efficiently. The best solution supports all 1099 types, offers TIN matching, and lets you import data in bulk while keeping each client's filings organized.
CPA-Specific Features
- Client Organization: Each client has their own workspace by EIN.
- All 1099 Types: 1099-NEC, MISC, INT, DIV, R, K, S, and more.
- TIN Matching: Validate contractor TINs before filing to avoid IRS notices.
- Bulk Import: Upload data for all clients in one file.
- W-2 Filing: File W-2s for clients with employees.
- ACA 1095-C: File for clients who are Applicable Large Employers.
Multi-Client 1099 Filing Workflow
- Import Data: Upload Excel/CSV from QuickBooks or accounting systems
- TIN Match: Validate contractor TINs against IRS records
- Validate: System checks for errors before filing
- Submit: File to IRS in batch or by client
- Recipient Copies: Print or mail 1099s to recipients
TIN Matching for B-Notice Prevention
Filing 1099s with incorrect TINs results in IRS B-notices and potential penalties for your clients. BoomTax integrates TIN matching to validate contractor information before you file, catching problems before they become costly notices.
All Features Included
Purchasing any BoomTax package will give you everything you need to complete your filing.
This includes:
- Federal E-File
- State E-File (ACA and 1099 CF/SF)
- Recipient Copy Download as PDF
- Official IRS Copy Download as PDF
- Unlimited Corrections
Bulk Import
Import many companies in one spreadsheet to simplify data input.
Data Validation
We validate your data against hundreds of IRS rules.
Hands Off E-File
No IRS registration or testing required.
Free Corrections
Make as many changes as needed for free.
Frequently Asked Questions
Dedicated to simplifying complex IRS regulations for employers, with expertise in ACA, 1099, and W-2 compliance.
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BoomTax and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors prior to engaging in any transaction.