This post was last updated on November 11th, 2016 at 10:32 am.
We have partnered with ComplyRight to give IconCMO clients the ability to e-file or mail their 1099 IRS forms. Please remember there are two deadline dates for 1099’s depending on which method you use. The deadline for 1099’s, to be mailed to recipients, is Feb 2nd. E-file deadline for 1099’s is March 31st.
The integration will pull information from IconCMO into ComplyRight’s software. The screen below shows you all the available 1099’s. You could also use the same interface to file your W-2’s by inputting the numbers from IconCMO.
After choosing the 1099-MISC the next screen will ask you where the data is coming from. For IconCMO users, you would select the IconCMO Systems with the blue button that says “Connect to Icon Systems”.
ComplyRight’s simple user interface will show the user what needs to be corrected before E-Filing — shown in red. Green entries tell the user those vendors have everything that’s needed for their 1099’s. The partial screen below shows two entries — one in red and one in green.
Once the user corrects the information – either in IconCMO (recommended) or right on the ComplyRight’s screen, they can proceed with the corrected ones. The ones that aren’t corrected will not be used. This allows the user to continue to get the forms out to the vendors and worry about the few that have issues later. All 1099’s should be fixed before submitting them, as it helps the church save money per filing because of volume.
You can choose E-File & Delivery or just E-File. If the E-File & Delivery is used, ComplyRight will E-File the 1099’s and also mail a copy to recipients (vendors). The E-File only option will simply E-File the 1099 to the IRS. See the screen shot below illustrating the options. Additionally, if there’s an email, notifications will be sent to the recipients letting them know that a 1099 was filed on your behalf to the IRS.
Once all vendors are in the shopping cart, the user will add their payment information in and click submit, and ComplyRight takes care of everything — E-Filing to the IRS, mailing copies, emailing recipients, and creating the historical records for the church to use in the future.
The user can view historical information for up to 4 years and also re-print 1099 forms when requested and send them to your recipients. To start an account you can visit this website.