File a 1099 form

File a 1099 form electronically with the IRS, or export the information so you can complete a 1099 form yourself. Xero uses Track1099 and Tax1099 to file these forms electronically.

Before you start

Make sure you've:

File a 1099 form electronically

  1. Go to Reports, then click All Reports.
  2. Under Tax, click 1099 Report.
  3. Click Use e-file services and select the vendor you're using to file.

    Image of the 1099 Report efile services options.

  4. Log in to your vendor and file the 1099 form. Your 1099 information is automatically sent to your vendor if you've signed up through Xero.

Export your data to file a paper 1099 form

If you choose to file a paper 1099 form, you'll need to file it with a 1096 form (Annual Summary and Transmittal of U.S. Information Returns).
  1. Go to Reports, then click All Reports.
  2. Under Tax, click 1099 Report.
  3. Click Export to download the 1099 file.
  4. Use the exported CSV file to complete your paper 1099 form, and file by mail or in person.

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