How Does Online 1099 & W2 Filing Work?
Save Time. Avoid Paper. File Online!
Discount Efile will electronically file 1099 & W2 forms with the IRS/SSA and mail recipient copies.
You enter the data, and we do the rest!
It’s simple, fast and completely secure.
No separate 1096 or W-3 transmittal forms needed!
Choose e-filing only, or have us print and mail recipient copies too.
Step 1: Enter Your Data
Simply type in, upload from an Excel or CSV file or import from QuickBooks.
Payer information, recipient details, and dollar amounts are easy to add.
Options for Data Entry:
- Use the QuickBooks Import if you use QuickBooks for vendor payments and payroll.
- Upload an Excel or CSV file that you export from most other accounting software.
- Manually enter data if you have just a few filings to complete.
Step 2: Add to Cart and Submit
You control which forms to submit and when.
Don’t worry if you don’t have all of the information for all of your recipients. Just complete what you can and allow forms to accumulate in ‘Unfiled Forms’ until you’re ready.
Submitting forms is flexible too! Submit in batches by payer or form type, or any way that’s convenient.
Once you decide to check out, it works just like any shopping website. Add or remove forms from the cart as needed.
You pay only when you submit forms. Setting up an account and entering data is FREE!
We Do the Rest!
You don’t need to figure out efile software, or print forms, stuff envelopes or pay postage.
We Efile Your Forms
During tax filing season, we electronically file to the IRS and SSA daily.
You will receive an email notification once the agency has accepted your filings.
W-2, 1099-NEC & 1099-MISC Copy A forms (the red ones) are due to the SSA or IRS by January 31! Let Discount Efile help you get them done early and avoid penalties.
We Send Recipient Copies
Next, we e-deliver, or print and mail, your recipient copies if you selected the E-File & Delivery filing option during the checkout process.
Recipient copies are mailed via U.S. Postal Service.
PDF versions of the recipient forms and payer copies are always available online for you to download.
We Communicate
We send you email notifications for:
- Account set up confirmation
- Payment acceptance
- IRS / SSA filing acceptance, and errors
- Mail date of recipient copies
Recipients are also notified when filing occurs and when the IRS and/or SSA accepts if an email address was provided
Incredibly Safe and Secure
- Full data encryption through the entire process.
- Encrypted data is transmitted directly to a high-security print and mail facility that is certified by the American Institute of Certified Public Accountants (AICPA) to be SOC-compliant. It has been audited by experts to ensure best practices in data encryption and business processes designed to protect recipients’ Social Security Numbers, Tax ID Numbers and other sensitive information.
- Credit card information is equally safe thanks to this special certification.
Choose Your Type of Account for Ultimate Filing Efficiency!
BASIC
Free
The core e-filing experience; pay as you go, per form.
Ideal for individual users, SMBs, solopreneurs
1 User
Totals Reports
Summary Reports
Chat & Email Support
$1 per TIN Match
Pay as you go
PLUS
$149 /year
Increase team efficiency and save money on TIN matching.
Ideal for professional tax and accounting offices.
Up to 10 Users
Each user has a unique login and can segment work
Totals Reports
Summary Reports
Payer and Recipient Export
Priority Chat & Email Support
3 Callback Requests
250 Free TIN Matches
Form Credits Available for Purchase
PREMIUM
$399 /year
Enterprise features, free TIN matching and premium support.
Ideal for larger teams of accounting professionals.
Up to 20 Users Included (add more for $15 each)
Each user has a unique login and can segment work
Totals Reports
Summary Reports
Payer and Recipient Export
Priority Chat & Email Support
Unlimited Callback Requests
Unlimited Free TIN Matches
Form Credits Available for Purchase
Forms must be submitted to Discount E-File by 12:00pm EST on Jan 31, 2024 to be postmarked and e-filed by the deadline.
We can help you get it all done fast!
Get Started
Create an account for FREE! You don't pay until you submit the forms.
Get started setting up employee data, payer information and more.
Enter or import your data when its ready, submit it and you're done!