The Bill.com & Tax1099.com Integrated Solution

The Bill.com & Tax1099.com Integrated Solution Automated Creation, Delivery, and e-Filing of 1099s Benefits • No manual data entry • No need to manipulate data files • Reduction in errors • Paperless • Intuitive and easy to use • Elimination of clerical labor

The Challenge In the first month of any calendar year, businesses and their accountants are under pressure to meet the requirements to file 1099 forms. For 2014, the deadlines are: • January 31: sending 1099 copies to recipients • March 31: e-filing with the Internal Revenue Service (IRS). Failure to file and delays in filing 1099s result in penalties. The process of filing 1099-MISC forms is data-intensive, error-prone, and time-consuming. Finance and accounting professionals need a solution that ensures an efficient, accurate, and easy process for collating vendor payment information and creating and filing 1099s.

The Bill.com & Tax 1099.com Solution Bill.com partnered with Tax1099.com (hereafter referred to as Tax1099) to

eliminate the pain points of e-filing 1099-MISC forms. Tax1099, powered by TechAtlantis, provides an automated, paperless, and painless way to e-file 1099s. With our integrated solution, Tax1099 imports relevant 1099 data from from your Bill.com account. The data include: • Vendor (or recipient/payee information) data • Chart of Accounts (COA) • Payments Tax1099 creates an initial file of vendor and payment data for you to review and edit before it creates the 1099-MISC forms for each recipient. Once the forms are created, you review and approve them to be sent to recipients and e-filed with the IRS and state tax agencies. After the IRS receives the 1099s, you will receive a confirmation email verifying that the process is complete.

Solution Overview: The Bill.com & Tax1099.com Integrated Solution

In addition to automated e-filing capabilities, Tax1099 also offers tax identification number (TIN) matching to reduce the incidence of receiving B Notices from the IRS. But if you do receive B Notices, Tax1099 also provides services to resolve them.

The Benefits The Bill.com and Tax1099 solution: • Eliminates manual data entry: Unlike other competitive products, you have no data to input. Instead, all of the relevant Bill.com data to create and e-file 1099-MISC forms is imported to Tax1099 automatically. • Reduces errors: With our combined solution, the data flows from your Bill.com account to the Tax1099 application, rather than through manual data entry, thereby reducing the incidence of errors. • Eliminates clerical work: With the solution, you and your staff no longer have to print and mail 1099-MISC forms. Tax1099 can email or mail 1099-MISC forms to recipients, and e-files the the forms to the IRS and state tax agencies. • Enables you to be completely paperless: If you opt for email delivery of the forms to recipi-

ents, no paper will be involved in the process. • Intuitive and easy to use: The solution is simple, aided by stepby-step directions on creating, reviewing, distributing, and e-filing 1099-MISC forms.

Q&A How do I get started using the integrated Tax1099 and Bill.com product? You can access the integrated product through the Bill.com and Tax1099 webpage, which has directions on how to get started. What is the price for this service? There is no Tax1099 subscription for using the 1099 e-filing service, but you need a Tax1099 account. The steps to create an account (which is free) are provided in the Bill.com and Tax1099 webpage. The cost of using the integrated product is based on the number of 1099-MISC forms e-filed by Tax1099. Pricing is available on the pricing section of the Tax1099 website. May I review the forms before they are filed with the IRS, state tax agencies, and recipients? Yes, after you retrieve data from your Bill.com account, Tax1099 will

present a list of all the vendors, chart of accounts (COA), and payment information it imported. You can review and revise this file directly, before you e-file with the IRS and state tax agencies and send the forms to recipients. Does Tax1099 mail 1099-MISC forms to the IRS and tax agencies? No, Tax1099 e-files 1099-MISC forms with the IRS and state tax agencies. Which states’ 1099 requirements does Tax1099 support? Tax1099 supports the states that participate in the combined Federal/ State Filing Program. You can view the states supported on the Tax1099 website. I’d like to use TIN matching, W9 solicitation, or B Notice resolution. Is that part of the e-filing service? With the exception of the W9 solicitation service, which is free, Tax1099 offers the other services at an additional cost. Pricing for Tax1099 services is available on the pricing page on the company’s website. More detailed Q&As on product capabilities and usage can be found on the Bill.com Customer Support page accessible through the link at the bottom of any page in your Bill.com account.

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