home

PDS

RealmRealm AccountingMinistryPlatformPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite
RealmRealm AccountingMinistryPlatformPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

What would you like to know more about?

Show Contents

thumbnailPDS

Tax E-File

Electronically File Your 1099s

Before you can do this, make sure you have set up an account.

Using the PDS Tax E-File processes, you can electronically file a copy of your 1099s to the IRS.
Note: The options available in this process depend on if you have Payroll installed.
  1. On the Transactions tab, click End of Period > Tax E-File.
  2. Click the PDS Tax E-File Forms tab.
  3. If you use Payroll, select the employer whose 1099s you want to file.
  4. Enter your EIN. If you use Payroll, this information is already entered for you.
  5. Determine whether you need to file 1099-MISC or 1099-NEC, and select the appropriate option.
  6. We recommend testing totals before filing. Beside 1099 E-File, click Run Yearly Test Totals.
  7. Click 1099 E-File.
  8. Select the 1099 information you want to file.
    • Only Print Those Making More than or Equal to—Select to upload only vendors or employees making more than or equal to a certain amount, then enter the amount.
    • Include Vendors with Payer Name...—Select to upload vendor 1099s for e-filing. This option only displays for Payroll users.
    • Include Employees with Payer Name...—Select to upload employee 1099s for e-filing. This option only displays for Payroll users.
    • Include State Amounts—Select if you want to include state tax information for vendors and contract employees.
    • Include Check for Valid State IDs—Enter your state ID number. This option only displays for non-Payroll users.
  9. Click Save.
  10. The Report wizard displays. If you want to preview or print your 1099s before e-filing, click Preview Report or Print Now.
  11. Once you exit the report wizard, you can continue the e-filing process by clicking Yes. A webpage loads in your Internet browser.
  12. A list of 1099 vendors and/or employees displays. By default, the 1099 is selected for e-filing. If you do not want to file a particular 1099, clear the checkbox.
  13. Under Services, select a filing option. If you are unsure which option to select, click the question mark icon.
  14. To pay to e-file the 1099s, click Add to Cart. All selected 1099s are added to your cart. If you need to e-file multiple forms, you can wait until all items are in your cart before paying.
    Note: At any point, in Ledger/Payroll, click Launch the PDS Tax E-File Dashboard on the General Information tab to view forms you have started but not yet submitted to the IRS.
  15. Review the items in your cart. At this point, you can view reports of the information you are about to file. Do this to double-check names, amounts, and other information. Click Reconciliation Report or Summary Report.
  16. Click Next, enter your payment information, and click Next.
  17. Select to accept the terms, and click Confirm & Submit.

Once you confirm and submit your payment information, the form is e-filed with the IRS.

Ledger_Payroll
portal

Last updated: February 28, 2024