You can submit 1099-NEC and 1099-MISC forms electronically through PHA Portal, Vendor Portal, or VendorShield Portal. This feature requires the following setup:
Set a permission and load an optional package. See Voyager setup for electronic submission of 1099 forms to recipients.
Advise recipients to opt in through their portal, as described in this article.
Vendors who want to receive 1099-NEFC/MISC forms electronically must opt in. They do this through the online portal. Vendors who do not opt in receive printed 1099-NEC/MISC forms. 1099-INT and 1099-DIV forms are always received as printed forms.
Opt-in steps vary depending on the portal.
1099 forms received electronically appear as PDF links on the page used for opting in (or opting out).
A recipient who has opted in can opt out from the same screen. The Opt In button becomes an Opt Out button. 1099 documents received prior to opting out remain available after opting out.
PHA Opt In
Select the View 1099 tile. A View 1099 screen appears. Select Opt In to Electronic 1099s.
VendorCafe or VendorShield Opt In
Select Client Profiles > Vendor Profile > Tax Documents. Select Opt In for Electronic 1099s.