2018 Review of Track1099

Track 1099 is an innovative online W-2 and 1099 processing program that provides complete form processing and filing. Track 1099 is a good solution for businesses and accounting firms of all sizes, and easily processes any number of year-end compliance forms. The product offers electronic filing for all IRS required forms, allowing users to schedule a filing date in the system.    

Track 1099 contains an intuitive user interface as well as a variety of dashboards and summary screens that provide detailed information about all entered forms, including form type, postal or email delivery, and scheduled file date. The All Payers dashboard provides users with an overview of all activity and current status, including Total Forms, IRS Status, and Recipient E-Delivery and Recipient Mail Delivery status and allows accounting firms to assign clients to firm employees. Users can enter payer and recipient information manually, or for those with a high number of forms to be processed, import data from a variety of sources.

Track 1099 supports all common year-end compliance forms, including 1042-S, 1094/1095-C, 1097-BTC, 1098, 1098-C, 1098-E, 1098-Q, 1098-T, 1099-A, 1099-B, 1099-C, 1099-CAP, 1099-DIV, 1099-G, 1099-H, 1099-INT, 1099-K, 1099-LTC, 1099-MISC, 1099-OID, 1099-PATR, 1099-Q, 1099-R, 1099-S, 1099-SA, 3921, 3922, 5498, 5498-ESA, 5498-SA, W-2/2C, W-2G.

Track 1099 handles all IRS e-filing; allowing users to schedule a filing date once the forms have been processed. Accounting firms can also choose to have forms delivered electronically to recipients, with the clients printing and distributing forms in-house. The product will also e-file 1099’s to the appropriate state using the combined federal and state program. Users can also download state e-files for a variety of states, but the program will not submit to any state.

TIN Match capability is available and accounting firms can take advantage of the matching service by simply clicking on the All Companies link and submitting a file which includes all recipients.

Track 1099 stores data from previous years, with users able to access the data easily. The product uses electronic delivery for most of its forms, with users able to print forms directly from the electronic file if desired.

Track 1099 allows users to import data from a variety of third-party applications including QuickBooks Online, Bill.com, Intacct, Right Networks, and Xero. Track 1099 also offers users CSV templates that provide easy data import capability.  

Track 1099 offers users good help functionality, including a series of in-depth videos that can be accessed at any time. There is also an online tutorial available as well as a comprehensive FAQ section that answers general questions regarding product functionality. All product support is handled via email with users able to ask questions or request support during regular business hours with a promise to respond promptly.  

Track 1099 is a good solution for businesses and accounting firms, with pricing levels affordable for the very small business, and pricing breaks available for high volume processing. New users can create a free account and will only be charged when scheduling and submitting forms. Pricing starts at $3.99 for the first four forms filed, with the next 96 billed at $1.99 each. Pricing includes e-filing to the IRS & SSA, e-delivery to recipients, e-corrections for recipients, combined federal and state filing for 1099s, various states’ 1099 files, and 1094-C & 1095-C ACA e-filing.

2018 Overall Rating – 5 Stars