How to E-File 1099-PATR Forms

Use W2 Mate® software to electronically file 1099-PATR tax forms. The electronic filing function is very attractive to accountants and filing service providers, you can file a large volume of tax forms for one low rate (no per form charge). Our 1099-PATR e-filing software creates an IRSTAX file that complies with the IRS regulations (publication 1220) that can be submitted to IRS FIRE system. Submit 1099-PATR tax forms to IRS FIRE by following the easy steps outlined in this tutorial.

Step by Step Instructions

Note: Before you can file electronically with the IRS you need to obtain a TCC code (Transmitter Control Code). If you filed with the IRS electronically before, then you should already have a TCC code. If this is the first time you are filing electronically then you can easily obtain a TCC code by submitting Form 4419 to the IRS. You will need a TCC code to electronically file regardless of the software.

Make sure you have the correct Company open inside W2 Mate

Note: In order to use this feature you must purchase and enable W2 Mate Option #4 to electronically file

1. Click "E-Filing" from the top menu

2. Select "1099-PATR Forms"

This will open the Electronic Filing Transmitter Setup page

3. Complete all of the Transmitter and Company information fields

4. Enter the Contact Information

Note: Combined Federal/State Program is not available for form 1099-PATR

5. Select "Browse" to select the location for the electronic file to be saved

6. Click "OK"

7. To open the folder when the file was saved, Click "Yes" on the pop up screen

Now log in to the IRS FIRE system website to upload your 1099-PATR electronic submission file

To access the IRS FIRE system website from inside W2 Mate:

8. Click "IRS & SSA Instructions" from the top menu

9. Click "Go to IRS FIRE System Website (1099 Electronic Filing)"

You will be re-routed to the IRS FIRE system website (http://fire.irs.gov), where you must log in to upload and submit the file you have created.

Note: Log into the IRS FIRE System Website. If you do not have a user name and password click “Create New Account” link and follow the instructions. If you have any questions regarding the IRS FIRE system website call (866)-455-7438.

E-File 1099-PATR Forms in W2 Mate®