2017 Review of Track 1099

Track 1099 is an online W-2 and 1099 processing program that is well suited for both businesses and accounting firms alike, and is completely online. New users can quickly access a free, online demo, where they can try the product out.  

Track 1099 handles all electronic filing, with users able to schedule a date to e-file the forms. Users can also schedule a date they wish the completed forms to be delivered to their respective recipients.

The TIN Match feature in Track 1099 provides a link to the IRS along with instructions on how to create and submit a TIN Match file. For accounting firms using Track 1099, they can simply click on the All Companies link at the top of the screen to submit a file that includes recipients from all the clients for whom they currently file 1099s and W-2s.

Track 1099 offers users an easily navigated user interface that prompts users to enter the information needed, and providing a quick summary of that information when completed. Accountants will be provided with a Team page in the product, which allows easy management of all clients from a single interface.

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.

The product handles all IRS e-filing, with users able to schedule the date that they wish to e-file. They also support Users can also choose electronic delivery of forms to recipients, or they can download, print and mail the forms if desired. Users can also download state e-files for CA, KY, OR, PA, MA, ND, TN, and WI, although the program does not support state e-filing.

Track 1099 stores details from prior years, with users able to access the information easily from the navigation bar. The product delivers most of the forms electronically, but for those that do print forms; they are simply printed from the PDF that is created after electronically filing.

Track 1099 offers excellent data import functionality, with users able to import data from a variety of third-party applications such as QuickBooks Online, Bill.com, Xero, Intacct, Zoho, and others. The product also includes CSV templates, which allows users to import data from popular spreadsheet programs, with the templates customizable to suit the needs of the user.

Track 1099 offers an excellent selection of user tools on their website, including a series of in-depth videos that guide users from initial product use, to correcting errors, to importing data from other applications. Email support is also available, with email answered promptly. There is also an FAQ section that provides guidance on all areas of the product.

Track 1099 is a terrific solution for business owners and accounting firms alike. With special tools to ease firm setup, Track 1099 is scalable enough to work for the one-person business and the CPA handling hundreds of clients. Pricing is volume based, with the first three forms $3.99 each, the next 97 are $1.99 each, with pricing levels dropping as form numbers goes up.

2017 Overall Rating – 5 Stars