1099 season
1099 preparation and filing are tenant-scoped. Switch into each client and use that client’s 1099 workflow to review vendor eligibility, W-9 data, payment totals, draft forms, submission status, and corrections.
The service supports 1099-NEC and 1099-MISC records and can submit and synchronize forms through Avalara when configured. Stored filing status is explicitly federal; vendor and payer state addresses are included, but the code does not establish Combined Federal/State participation or state-only filing coverage. Verify state obligations outside this workflow.
The Client Portal dashboard does not provide a cross-client 1099 readiness board, and the MCP catalog has no batch filing tool. Use client switching and an external practice checklist for season-wide coordination.