We do offer some forms from previous years. Please call 888-776-1099 for availability.

Yes, you must phone in your order. Mention that you have a purchase order and have your purchase order handy. The sales representative will need the purchase order number to log into the invoice. 1) Please Fax your purchase order to (818) 876-0202 2) Then mail the original to 23901 Calabasas Road, Suite 2080 Calabasas, CA 91302-4104

Yes, we keep detailed purchase records on every client.

You can download your Software at: http://host.1099pro.com/ftp/product/ If you need a CD, please contact us at 888-776-1099 or sales@1099pro.com to make arrangements.

1099Pro, Inc.
23901 Calabasas Road, Suite 2080
Calabasas, CA 91302-4104

When you pay for your software you will be faxed a paid invoice with your Authorization code at the bottom of the page. If you don't have access to your invoice, or if it simply wasn't on the invoice, please give our Sales Staff a call or email us at sales@1099pro.com. We will be happy to provide you with your Authorization Code.

All 1099 Pro software products are sold as standalone versions for each Tax year. Each year's product is modified per changes in IRS forms and regulations. This way, all records are archived independently in separate directories on your workstation(s) by tax year, maintaining the integrity of your data.

Yes, we have a Service Bureau for that specific purpose! Please see our Service Bureau web page on this site for more information.

If you have additional questions, email support@1099pro.com or call us at 888-776-1099.

Yes, you can purchase the 1099 Pro multi-user license which will allow you to install the software on 2-5 workstations. You can also purchase the unlimited user license which will allow you to install the software on any number of workstations.

If you have additional questions, email support@1099pro.com or call us at 888-776-1099.

Every version of 1099 Pro software can process corrections.

If you have additional questions, email support@1099pro.com or call us at 888-776-1099.

Available demos:
1099 Pro Enterprise
1099 Pro Professional
1042-S Pro
W-2 Pro

Click here to download.

Demos run fully functional versions of the software, but will print sample data only. When you purchase the software you'll receive a Product ID/Activation Code which allows you print your data.

If you have additional questions, email support@1099pro.com or call us at 888-776-1099.

To download current and previous releases of 1099 Pro software, visit host.1099pro.com.

If you have additional questions, email support@1099pro.com or call us at 888-776-1099.

Data can be exported from almost every third party software in an Excel or delimited format. To do this, create an export in the software that contains all of your data that you wish to import into 1099 Pro. Include all of the necessary fields that would be reported to the IRS; name, address, tin, dollar amount, etc.

Export to Excel, delimited, CSV, or TAB file which can then be mapped and imported into 1099 Pro software.

If you have additional questions, email support@1099pro.com or call us at 888-776-1099.

1099 Pro, Inc. develops and markets a comprehensive range of award winning, easy to use, yet powerful Windows software products designed to fulfill all 1099, W-2, and 1042-S filing requirements.

If you have additional questions, email support@1099pro.com or call us at 888-776-1099.

To purchase the software, visit our website or call 888-776-1099 to speak with a representative. Once you have made your purchase, an authorization code will be sent to you.

Once you have recieved your authorization code, run your software and go to "Utilities" and "Registration and Upgrades", and enter your code.

If you have additional questions, email support@1099pro.com or call us at 888-776-1099.

Close your software open the windows Start menu, located at the bottom left of your desktop. Go to All Programs and open your 1099 Pro program file. Click on Check for 1099 Pro Updates.

If you have additional questions, email support@1099pro.com or call us at 888-776-1099.

During the installation wizard, you will be given the option to roll your previous import maps, as well as recipient and filer information into the new install.

Note, the roll forward feature will not bring forward any of your financial data. Rather, it is intended to save you the trouble of reentering all of your recipient and filer contact information, as well as your security settings and transmitter information.

If you have additional questions, email support@1099pro.com or call us at 888-776-1099.

The following insructions will explain how to update your old computer's 1099 Pro software to the most recent version, backup your data, then restore that information on your new computer. If you are unsure how to complete any of these steps, please refer to Frequently Asked Questions for more information.

Step 1: Update
Run an software update on your old computer to ensure your software is up-to-date. Once your update is complete, back up your data.

Step 2: Backup
Upon running the data backup wizard, a date and time stamped backup zip file will be stored in the following location:

C:\Program Files\Pro99Txx\Data Backups

Step 3: Restore
On your new computer, download the same version/year of 1099 Pro software that you were using on your old computer, and run an update. Once the web update is done, unzip the backup file into the following location:

C:\Program Files\Pro99Txx\Data

When the software asks you if you want to overwrite the existing files, click on "Yes to All", and continue to complete the wizard. You information has now been trnasferred!

If you have additional questions, email support@1099pro.com or call us at 888-776-1099.

To check for updates:
1. Close your 1099 Pro software.
2. On your Windows desktop click "Start", "Programs", "1099 Pro 20XX" and "Check for 1099 Pro Updates".
3. After downloading any files click the "Finish" button. The Wise Installation Wizard opens automatically to install the update files.

Alternate Method:
Visit host.1099pro.com to download updates, patches, or the most updated copy of 1099 Pro software.

If you have additional questions, email support@1099pro.com or call us at 888-776-1099.

• Printing & Mailing Upload:
  Once you have imported your records, click on Via the Service Burea under the 2nd step, "Printing & Mailing", located to the left of your screen. Click on the Printing & Mailing or E-Delivery Upload button located at the top of your screen to initiate a helpful Wizard that will guide you through the upload process. On the last screen, click on Finish to print your Control Totals report. Review an sign your report. Back in your software, highlight your pending upload, and click on the Complete Pending Upload option located at the bottom of the screen to send your upload to the Service Burea. Fax/email your Control Totals and cover sheet to sb@1099pro.com to confirm that you are ready for the Service Bureau to print and mail your records!

• Electronic Filing Upload:
  When you are ready to upload your records to the IRS or SSA, click on Electronic Filing under the 3rd step, "Filing My Forms", located to the left of your screen. Click on the Filing with the IRS Upload button located at the top of your screen to initiate a helpful Wizard that will guide you through the upload process. On the last screen, click on Finish to print your Control Totals report. Review an sign your report. Back in your software, highlight your pending upload, and click on the Complete Pending Upload option located at the bottom of the screen to send your upload to the Service Burea. Fax/email your Control Totals and cover sheet to sb@1099pro.com to confirm that you are ready for the Service Bureau to electronically file your records!

• Bulk TIN Upload:
  To run a Bulk TIN match using the Service Bureau, click on Via the Service Burea under the 2nd step, "Printing & Mailing", located to the left of your screen. Click on the Bulk TIN Matching Upload button located at the top of your screen to initiate a helpful Wizard that will guide you through the upload process. On the last screen, click on Finish to print your Control Totals report. Review an sign your report. Back in your software, highlight your pending upload, and click on the Complete Pending Upload option located at the bottom of the screen to send your upload to the Service Burea. Fax/email your Control Totals and cover sheet to sb@1099pro.com to confirm that you are ready for the Service Bureau to check your TINs!

If you have additional questions, email support@1099pro.com or call us at 888-776-1099.

Open your software and click on the Recipients List option located near the bottom left of yhe screen. This Screen will list all of your recipient information. Also, while entering data manually into any form, press the F2 key or right-click in the Recipient Identification Number box.

If you have additional questions, email support@1099pro.com or call us at 888-776-1099.

This document actually incorporates two different tasks. The first is a single-user install with the data residing in a remote location, usually on a PC that is backed up on a regular basis. The second is setting up multiple single user installations to use the same data, but only allowing one person to access the data at a time. Part One, Remote Data Location: 1. This document assumes you are doing a fresh install of 20XX software. If you already had a 20XX version of 1099 Pro/1042-S/W2-Pro installed then you must do a complete uninstall, including deleting the appropriate .ini file. There is a support document to help you uninstall, if necessary. 2. Start the install process for the 20XX version of 1099 Pro/1042-S/W2-Pro. At the first installation screen, click on "Next." 3. Enter your authorization code and click on "Next." (Entering DEMO will not work) 4. Read the Readme file and click on "Next." 5. Read the License agreement, select "Yes" and click on "Next." 6. Select the checkbox "I want my data to reside in a different location." 7. Browse for the location where you want your data to reside. Note that your data will reside below the directory you select in a directory called Pro99t07, Data9907, or something similar. If you are mapping to a directory that already exists you might see the informative alert that you see below. Click on "Yes," click on "OK" and click on "Next." HELPFUL HINT: WRITE DOWN WHERE YOU CHOOSE TO PUT YOUR DATA IF YOU INTEND TO INSTALL THE SOFTWARE ON ANOTHER MACHINE WHICH WILL ACCESS THIS DATA! 8. If data from a prior year's installation is available then select your roll-forward option(s) and click next. Roll forward allows you to bring data from previous years into the new software. If you will be importing your data, then you do not need to roll forward your recipient data. Please note that rolling forward does not bring forward any of the financial information from the previous year. If you are connecting to a directory with current-year data that is already in place, then the roll forward will not take place so as to preserve your existing data.. 9. Click on "Next." 10. Click on "Next "and wait for it to finish installing. 11. Uncheck the box if you do not want to view the help file and click on "Finish." Part Two, Multiple Single Installs, Accessing Same Data: To set up multiple Single User installs of 1099 Pro/1042-S/W2-Pro which will allow a single user to access the same data from different computers, you will follow the process above for each computer from which you need to access the data. We highly recommend that the computer where the data resides be available as a "mapped drive." When you get to step 7, you will select the same data location for each installation. You will get an informative alert. When you are done, you should be able to access the data from one computer at a time. If you open the software while the software is already running on a different computer, you will get an error telling you that the software is already running on another computer.

See our PDF document here.

Yes. A detailed Help Manual is contained within the software. Access context-sensitive help screens via the F1 key.

I found the solution to our screen display problems involving administrator popups or wizards from the 1099 Pro software on our flat panel displays. You may recall that some letters would display poorly on our flat panel monitors with 1099-Pro, but not with our other programs. (We do not have this problem with our CRTs). The solution is to change the "smooth edges of screen fonts" from ClearType to Standard, or uncheck it altogether. This can be done under Display Properties, Appearance Tab, Effects button.

Customers can submit files to the IRS on magnetic media or transmit a file electronically to the IRS' bulletin board system. 1099 Pro, Inc. encourages electronic filing because there is no risk of your media getting lost or damaged in the mail. 1099 Pro 2004 through current year and Enterprise Edition includes magnetic media/electronic filing capabilities. The Enterprise Edition and Professional also include an Upload feature if you prefer to transmit your data to our Service Bureau where we will process it and submit it to the IRS on your behalf.

This error is to be expected. It simply means that we have taken the update off of our server. You should start by closing all 1099 PRO software. To get the update, simply follow the link below, select your tax year and product, and go to the Webupdate directory. Download the file with the name similar to "PatchPro(software name)Gold.exe" making sure to save it to your desktop. http://host.1099pro.com/ftp/product/ Run the file that you just downloaded which will install the update on your computer. When the update completes, your software should be updated and run properly.

Click here to see a pdf detailing how to fix your problem.

If you open your software and go to Help and About in the menu bar, a screen will display with information about your software. Click on the 1099 Pro icon in the upper left corner, A screen display showing you where the software is installed. Your data is stored at the location displayed under Global Data Path.

If you have additional questions, email support@1099pro.com or call us at 888-776-1099.