1099/W-2


ProTaxPro has its own Payroll system. To access this you will

Step 1) Sign in to your ProTaxPro account

Step 2) Look to the left, you will see "application," click the tab and then select 1099+W-2

Step 3) Enter in the Companies name and the taxpayer ID # then select "add company"

Once step 3 is complete you will now be inside the payroll system

This is ProTaxPro's Payroll System

Key Take-Aways

  • The Left-hand column is how you will navigate in the system

  1. Dashboard (For; Entering New Forms, Review Your Forms, Delete Forms)

  2. Payer Information (To enter company information)

  • Enter the company info first to skip it while entering Forms

  1. E-File Forms (To E-File Completed Forms in batches)

  2. Pay for Services

  3. Print Forms (Print Forms & View status)

In order to enter your 1099 / W-2

  1. Select "Add new Forms"

  2. On the page, you're directed to enter the Form type 1099 or W-2

  3. Confirm Company Information

  4. If you selected 1099 Denote the type of 1099-C, E, T, DIV, B, INT, PATR, R, MISC, OID, S, K

4a. If you selected W-2 Confirm info and Save and continue

  1. Enter the Form Data on the subsequent page

  2. You have now utilized the tool to construct a 1099/W-2

Once Done Entering Payee Data

Review Your Payroll Filings

Be sure to review the forms you have just constructed.

Submit Your Payroll Filings

To submit them Click the indicator and select "Save & Continue"

How to Print

  • Here you can Print the Forms by selecting Print in the left-hand corner of the list

  • You may also view the status of your submitted Payroll filings


The 1099/W-2 system, unfortunately, does not support Correcting a 1099 or W-2, at this time.

We are looking to have this added and will be coming in a future release.