How do 1099, 1098, and W-2 Outsourcing work?

Our outsourcing services are designed to make your life easier. We offer a simple step by step approach:

Step 1: The first step is to ensure we have the forms that you are interested in filing. You can find a comprehensive list of supported forms here.

Step 2: Choose between the following two options:

Self-service Hosted Solution

This option is useful if you have only a small number of forms (250 or less). Either you can key in your information online or use our Excel templates to upload your data. After you submit your forms to us, we print and mail recipient copies and e-file with the IRS. You can print your copies at your end at any time. We offer two self-service easy-to-use website for this purpose. Please visit or for more information.

Complete Outsourcing Solutions

If you have many forms to fill out and you would rather have us take care of uploading the information for you, then choose this option. Once we receive your data, we make sure there is no missing information and then import your data into our systems and print and mail recipient copies and e-file with the IRS. We also provide you electronic copies for your records.

Step 3: If you have decided to use our outsourcing solution, then please contact us to get a quote. Get Quote

Step 4: Once you decide to use our service, please complete the Data Retention Agreement form and send it back to us.

Step 5: After we receive the agreement, we will provide instructions on how to send us your forms related data securely.

Step 6: Relax and enjoy.

We will take care of the following:

1. Importing data securely into our system
2. Thoroughly checking your information to make sure we have the correct information. We provide you with the summary report, so you can verify that we have imported your information correctly.
3. Printing and mailing 1099, 1098, and W-2 statements to recipients.
4. Providing your copies via email.
5. E-file 1099, 1098 with the IRS and W-2 with SSA.
6. E-file confirmation.

We keep you informed at each step of the process.
If you need to file correction forms, we can take care of that as well.
Like the simplicity of the whole process? Then, click the link below to get a quote. Get Quote

IMPORTANT: All files must be submitted by 12:00 PM EST on January 25, 2021, to ensure the January 31 deadline to postmark recipient mailings. Click here to see tax deadlines.