Tax1099 Review: Smarter 1099 & W-2 eFiling for U.S. Businesses in 2025

Award-winning platform automating IRS, state, and gig compliance—AI, integration, and real-time insights for SMBs and enterprises.
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Tax1099’s 2025 release positions it as an enterprise-grade, AI-enabled eFiling platform, addressing the growing complexity of IRS, state, and gig worker compliance for U.S. businesses. Targeting small to large businesses, accounting firms, and digital marketplaces, Tax1099 automates the full reporting workflow for 1099s, W-2s, and dozens of related forms, including state-only filings. Whether scaling for bulk filers or enabling SMBs to remain IRS-compliant with minimal manual effort, Tax1099 stands out with real-time validation, multi-channel delivery, and robust integration support.

From Launch to 2025: Product Timeline

  • Early Years: Launched as a digital-first 1099 eFiling tool, winning early trust among accountants and SMBs for directly submitting 1099s to the IRS.
  • 2018–2022: Expanded to cover 40+ federal and state forms, refined multi-user team management, added QuickBooks, Xero, and major accounting integrations; won multiple industry awards (Accountex, BDO Alliance).
  • 2023–2024: Introduced advanced bulk upload (Excel/CSV), real-time TIN match, AI validation, and IRS/state deadline management.
  • 2025 & Beyond: Lead with AI-powered tax copilot, 24/7 chat assist, and unified compliance dashboard for managing gig, payroll, crypto, and ACA (Affordable Care Act) filings. State-only filing, advanced rights management, and bank-grade security solidify its enterprise readiness.
Tax1099 dashboard
Tax1099 delivers actionable, real-time insights—no developers required.

Key Features

Tax Form Coverage & Automation

  • eFiling for 40+ IRS and state forms—1099-NEC, 1099-MISC, 1099-K, W-2, W-2C, 941/940 payroll, ACA (1095-B/C), crypto, and more.
  • Support for corrections, resubmissions, and extension forms (e.g., 8809).
  • State-only, federal-only, and combined workflows; keeps track of each state’s due dates and filing protocols.

AI Validation & Bulk Operations

  • Instant error checks, bulk TIN match, USPS address validation—all AI-powered to reduce rejected filings.
  • Bulk upload with flexible templates for high-volume filers.

Team, Security & Audit

  • Multi-user access and profile-based permissions with single sign-on (SSO) and workflow management for CPAs.
  • PII masking, bank-grade 256-bit encryption, and full audit trails.
  • IRS/SSA/CF/SOC certified; winner of industry trust accolades.

Delivery & Compliance

  • Secure eDelivery of recipient forms (password-protected portal, past forms access) and print/mail options via USPS.
  • Consent management and compliance with IRS, state, and federal standards.

Integrations & Extensibility

  • Native, no-code integrations with QuickBooks (Desktop & Online), Xero, Zoho, Bill.com, Excel/CSV, Tipalti, Entrata, and more.
  • API access for marketplaces and bulk processing in custom systems.

User Experience & Workflow

  • Modern, mobile-responsive interface for both SMBs and enterprise filers.
  • Step-by-step wizard: select form/year, import or enter form data, live validation, instant fee calculation.
  • Dashboard shows status (due, rejected, delivered), recipient consent, correction needs, and reports.
  • AI-powered 24/7 chat assist for both product and tax questions—the first of its kind in 1099 eFiling.

Tax1099 Pricing

Plan / TierKey FeaturesPricing (2025)
Pay-Per-Form (SMBs/Individuals) All core features; eFile, eDelivery, Print & Mail. Bulk upload, basic validation, support. From $0.68/form (1099, W-2); Minimums apply.
Business (Mid-size Firms, Multi-User) Bulk TIN match, corrections, state-only, basic integrations, chat/email support. From $1.60/form (payroll forms); Volume discounts.
Enterprise (Bulk, CPA, API) API, advanced permissions, SSO, onboarding, custom integrations, audit trail, priority support. Custom pricing / Quote (annual contracts; bulk deals)

Tax1099 vs. Competitors

Tax1099Track10991099 ProQuickBooks Payroll
IRS & State eFile ✔ 40+ forms, all states ✔ 15+ forms, most states ✔ Federal, some states Only federal (+$) for states
AI Validation ✔ Advanced, real-time Limited No No
Multi-User / Team ✔ Full SSO, permissions Partial Limited No (1 account)
Integrations QuickBooks, Xero, Excel+, Bill.com, API QBO, Excel, Gusto QBO, CSV Native QB only
eDelivery ✔ IRS-compliant portal Email only, limited PDF portal No (mail only) No (mail only)
Pricing $0.68/form (SMB); $1.60+ payroll; API—Quote $2+/form typical $2–4+/form $4.99/form federal only
Pro Tip Tax1099 makes annual IRS and state compliance fast—even for seasonal filers or gig platforms processing thousands of forms. Use bulk Excel import and run TIN match while you prep deadlines—no need to pay for pre-validation separately.

Tax1099 Discount Code

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Integrations

  • No-code connectors: QuickBooks (Desktop/Online), Xero, Zoho Books, Bill.com, Excel/CSV, Tipalti, Entrata, FreshBooks.
  • API for developers and marketplaces needing high-volume/batch automation.
  • Easy mapping for bulk data import, vendor and payment sync.

Pros & Cons

ProsCons
  • Unmatched IRS/state form coverage (40+ forms, all U.S. states)
  • Bulk import, AI validation and TIN matching
  • Native QuickBooks, Xero, Bill.com integrations
  • Specialized gig & marketplace, payroll, crypto, and ACA support
  • Award-winning support and compliance trustworthiness
  • Per-form pricing adds up for large volume unless negotiated
  • Learning curve for advanced automation/workflows
  • No full-service payroll or payment processing—complements but doesn’t replace those systems

Final Thoughts

Tax1099 has evolved from a digital 1099 eFiling pioneer to the most robust compliance SaaS in the midmarket. Its combination of one-click IRS/state coverage, strong native integrations, and AI-powered validation checks places it ahead of point solutions. For SMBs, digital marketplaces, and accounting firms seeking a reliable, secure, and fast IRS/state workflow—with full compliance and modern delivery—it’s a top-tier choice.

Key differentiators include its breadth (40+ forms, all states/industries), workflow automation, and transparent support. Pricing is especially attractive for bulk filers, and service wins praise from both CPAs and newcomers. Overall, Tax1099 is one of the safest ways for entrepreneurs to automate 1099, W-2, gig, and ACA compliance in 2025 and beyond.

Try Tax1099 risk-free—no credit card required.

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