1099 Preparation for Monthly Bookkeeping Clients

Overview

There are two different ways that we prepare Form 1099 for our clients, through Xero integration or manually.

If the client is a monthly bookkeeping client, the forms will be prepared using the Xero 1099 Preparation instructions. Note, you may need to use the Manual 1099 Preparation if there are additional people the client needs to send forms to. An example of this may be that they paid their team using PayPal, and Xero does not pull in those contacts, so we must enter them manually.

If the client is not in Xero, the forms must be prepared manually using the Manual 1099 Preparation instructions.