Client Instructions for 1099 Services

Please read the following instructions very carefully. Each step is required in order for us to assist you. In order for your Forms 1099 to be filed by the IRS deadline, documents must be uploaded by Friday, January 12th, 2024.

1. Download the 1099 Recipient List spreadsheet template

2. Gather all of your vendor / recipient information for 2023 and enter it into the 1099 Recipient List spreadsheet

  • We are no longer able to review your books to produce the recipient names and dollar amounts for you. We ask that you do this step in advance.
  • Our Year-End Resources page includes a link to our 1099 tutorial videos, which walk you through the steps for generating the needed 1099 Recipient information.
  • Review your last year’s 1099 forms for any changes in the vendor/recipient information, and be sure to record these changes on the 1099 Recipient List spreadsheet. Also be sure to add any new vendors / recipients that meet the 1099 requirements.
  • If we filed your Forms 1099 for you last year, please review your copy of those forms. These forms may include entities that ultimately did not qualify in 2022, but may qualify in 2023.
  • To login to your ShareFile folder to view your prior year 1099 forms, go to our Sharefile login page. Under the heading “Sign In”, enter your email address and password and click the “Sign In” button. If you do not remember your password, click the “Forgot your Password?” link.

3. Upload your completed 1099 Recipient List spreadsheet by Friday, January 12th, 2024

  • To upload your completed spreadsheet, go to our Jones & Roth Secure 1099 Document Upload page.
  • DO NOT SEND VIA EMAIL for security reasons, as this document contains Personal Identification Numbers. (In addition to security reasons, our system is set to filter out such emails, and we will likely not receive them) 

As a reminder, the Jones & Roth Small Business team does provide accounting software consulting and setup services. If you are interested in learning more about this service, please contact us.

We appreciate the opportunity to be of service to you. If you have any questions, or if you have any difficulty logging in to your ShareFile folder, or downloading / uploading documents:

Please click here to contact the 1099 Team

Important Reminders!

  • Uploading documents to the incorrect folder may result in your returns not being filed properly. 
  • If pre-requisite steps are not followed, your return may not be filed by the deadline. 
  • If documents are uploaded after the deadline, there will be a 25% surcharge added.