{"id":588,"date":"2019-06-18T17:49:21","date_gmt":"2019-06-18T17:49:21","guid":{"rendered":"https:\/\/quickbookexperts.com\/Blog\/?p=588"},"modified":"2019-12-17T20:52:01","modified_gmt":"2019-12-17T20:52:01","slug":"invite-a-contractor-to-add-their-own-1099-tax-info-in-quickbooks","status":"publish","type":"post","link":"https:\/\/quickbookexperts.com\/Blog\/invite-a-contractor-to-add-their-own-1099-tax-info-in-quickbooks\/","title":{"rendered":"Invite a contractor to add their own 1099 tax info in QuickBooks"},"content":{"rendered":"
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Invite a contractor to add their own 1099 tax info. QuickBooks Online lets you invite contractors to securely enter their tax info \u2014 helping you be prepared to file 1099s once it\u2019s tax season.<\/div>\n<\/div>\n<\/div>\n
\"Invite<\/div>\n<\/div>\n
\n

Check\/update contractor’s email address<\/h3>\n

Before sending an invite, make sure that the contractor’s email address is current.<\/p>\n

    \n
  1. Select\u00a0Expenses<\/b>\u00a0>\u00a0Vendors<\/b>.<\/li>\n
  2. Click the vendor’s name.<\/li>\n
  3. Select\u00a0Vendor Details<\/b>\u00a0>\u00a0Edit<\/b>.<\/li>\n
  4. Update email address as needed.<\/li>\n<\/ol>\n

    Send an invite to existing contractors<\/h3>\n

    If the system detects that the contractors’\u00a0Personal details<\/b>\u00a0have been completed, there will be no option to send an invite in the contractors’ profile. Have them sign in to their QuickBooks Self-Employed account, and update their 1099 info as needed.<\/p>\n

    If the contractors’\u00a0Personal details<\/b>\u00a0have been completed but contractors don\u2019t have a QuickBooks Self-Employed account yet, and you would want to invite them, follow the steps below to make the invite link available:<\/p>\n

      \n
    1. Select\u00a0Expenses<\/b>\u00a0>\u00a0Vendors<\/b>.<\/li>\n
    2. Click the contractor’s name<\/li>\n
    3. Select\u00a0Edit<\/b>.<\/li>\n
    4. Remove\u00a0Business ID No.<\/b>(this can be either SSN or FEIN), and then select\u00a0Save<\/b>.<\/li>\n
    5. Select\u00a0Workers<\/b>\u00a0>\u00a0Contractors<\/b>.<\/li>\n
    6. Click the contractor’s name<\/li>\n
    7. Select\u00a0Send email<\/b>.<\/li>\n<\/ol>\n

      Invite a contractor that is not yet on your list<\/h3>\n
        \n
      1. Select\u00a0Workers<\/b>\u00a0>\u00a0Contractors<\/b>.<\/li>\n
      2. Click Add a contractor<\/b>.<\/li>\n
      3. Enter your contractor’s name and email address.<\/li>\n
      4. Select\u00a0Invite them to fill out the rest<\/b>, and then\u00a0Add contractor<\/b>.<\/li>\n<\/ol>\n

        Resend the invite<\/h3>\n

        You will have the option to resend the invite if contractors’\u00a0Personal details<\/b>\u00a0weren’t completed yet.<\/p>\n

          \n
        1. Select\u00a0Workers<\/b>\u00a0>\u00a0Contractors<\/b>.<\/li>\n
        2. Click the contractor’s name.<\/li>\n
        3. Select\u00a0Send a reminder<\/b>.<\/li>\n<\/ol>\n

          If you do not have the option to resend the invite, chances are,\u00a0Personal details<\/b>\u00a0of the contractor have been completed. Follow steps 1-6 in\u00a0Send an invite to existing contractors, to make the\u00a0Send a reminder<\/b>\u00a0link available.<\/p>\n

          What contractors see when you send them an invite<\/h3>\n
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          1. Your contractors will receive an invite via email. Selecting\u00a0Add your details now<\/b>\u00a0will prompt them to create a free Intuit account. This account allows them to safely submit their tax information to your company file.<\/li>\n
          2. They’ll be prompted to answer a series of questions in a substitute W-9 form. Once the contractor selects\u00a0Finish<\/b>, the information is saved, then submitted to your QuickBooks Online company file.<\/li>\n
          3. This is how it will look like on your QuickBooks Online company file.<\/li>\n<\/ol>\n

            Contractors can use their free Intuit account to access their tax information and view their 1099 during tax time.<\/p>\n

            Give contractors online access to 1099s<\/h2>\n

            Give contractors online access to their 1099s for no additional charge. This way, they won\u2019t have to wait for the printed copy.<\/p>\n

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            1. Follow the outlined steps in\u00a0E-file through the 1099 E-File Service (QuickBooks Online).<\/li>\n
            2. When prompted, select\u00a0Yes. Give my contractors online access to their 1099s.<\/b>, then\u00a0Continue<\/b>.
              \nNote:<\/b>\u00a0If you need to fix a contractor\u2019s email address, you need to make the changes in QuickBooks Online before you file.<\/li>\n
            3. Select\u00a0Continue<\/b>\u00a0to submit the form to the IRS.<\/li>\n<\/ol>\n

              As soon as you submit your final forms to the IRS, your contractors will receive an email invite to view their 1099s using a free account (contractors will be prompted to create an account if they don’t have one). Your contractors will only be charged if they decided to upgrade their account to a full version of QuickBooks Online<\/a>.<\/p>\n

              Still Stuck ?<\/h3>\n

              Call: +1-(818) 900-9884<\/a><\/h4>\n

              Email: Info@QuickBookExperts.Com<\/a><\/h4>\n

              Chat Live to the Customer Care<\/a><\/h4>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

              Invite a contractor to add their own 1099 tax info. QuickBooks Online lets you invite contractors to securely enter their tax info \u2014 helping you be prepared to file 1099s once it\u2019s tax season. Check\/update contractor’s email address Before sending an invite, make sure that the contractor’s email address is current. Select\u00a0Expenses\u00a0>\u00a0Vendors. Click the vendor’s […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7,1,6,8,5,4],"tags":[],"class_list":["post-588","post","type-post","status-publish","format-standard","hentry","category-other-questions","category-quickbooks","category-quickbooks-desktop","category-quickbooks-mac-desktop","category-quickbooks-mobile","category-quickbooks-online"],"_links":{"self":[{"href":"https:\/\/quickbookexperts.com\/Blog\/wp-json\/wp\/v2\/posts\/588","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/quickbookexperts.com\/Blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/quickbookexperts.com\/Blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/quickbookexperts.com\/Blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/quickbookexperts.com\/Blog\/wp-json\/wp\/v2\/comments?post=588"}],"version-history":[{"count":0,"href":"https:\/\/quickbookexperts.com\/Blog\/wp-json\/wp\/v2\/posts\/588\/revisions"}],"wp:attachment":[{"href":"https:\/\/quickbookexperts.com\/Blog\/wp-json\/wp\/v2\/media?parent=588"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/quickbookexperts.com\/Blog\/wp-json\/wp\/v2\/categories?post=588"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/quickbookexperts.com\/Blog\/wp-json\/wp\/v2\/tags?post=588"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}