W2 Mate software has provided QuickBooks users with an excellent solution for Iowa 1099 Misc electronic filing. A low cost, user friendly program used by many including CPA’s, large corporations, and small business owners. Step by step instructions are provided below.
Step by Step Instructions
Make sure you have the correct Company open inside W2 Mate.
1. Click "Import Data" from the top menu.
2. Select "From QuickBooks (W2 and/or 1099 Data)".
This will open the QuickBooks Import wizard.
3. Read Message-understand you will need to have QuickBooks open and actively running.
4. Click "Next".
5. Click "Connect to QuickBooks". This will open a QuickBooks dialog asking if you want to authorize W2 Mate to access the company information in QuickBooks.
6. Click "Yes".
7. Checkmark to allow this application to access personal data.
8. Click "Continue".
9. Click "Done".
10. Click "OK".
11. Click "Next".
12. Select 1099 Data.
13. Select "Tax year" from drop down menu.
14. Select "1099-MISC" from drop down menu.
15. Click "Next".
16. Click "OK".
17. Review data to import.
18. Click "Next".
19. Click "Finish".
Note: The steps above are for importing from QuickBooks desktop. To import from QuickBooks online (QBO), please follow this tutorial. How to Import 1099 Data from QuickBooks Online
Step by Step Instructions
Make sure you have the correct Company open inside W2 Mate.
1. You have imported 1099 Misc data from QuickBooks. Review the imported data inside W2 Mate.
2. Under the Company General Information tab inside W2 Mate, make sure to enter "IA" for the State field. If you have “State of Iowa Withholding Permit Number” enter it under “Employer State ID” field.
3. Do make sure all the 1099-MISC recipients in this company will be reported to Iowa. Any other recipients will need to be either made in-active or deleted.
4. Very Important: Make sure Box 17 on all 1099-MISC forms is set to "IA". To be on the safe side, select from the top menu inside W2 Mate "Tools > Other Recipient / 1099 Tools > Update Box 17 (State, Payers State #) for multiple 1099-MISC Recipients" and select "IA" as the state abbreviation and the employer state ID if you have one.
5. If any 1099-MISC form includes Iowa state withholding amounts then make sure to double check “State tax withheld and “State Income” boxes since they will be reported to the state.
6. From the top menu inside W2 Mate select "E-Filing > 1099-MISC Forms".
7. In the 1099 E-File dialog use "11111" (no quotes) for the TCC code since you are filing with the state.
8. In the 1099 E-File dialog make sure you DO check the box "Include Combined Federal / State Filing Program Information". Check this box although Iowa does not participate in the program.
9. Iowa has special requirements for the output file name The 1099 filename must follow this pattern: "IAIR", hyphen, log-in BEN, hyphen, Control#, period, and “txt". Control# equals the year at present followed by a three-digit sequence number. IAIR-12345678-2018001.txt (This example is the first file uploaded in 2018 and 12345678 is the BEN).
10. Once all the data in the 1099 E-File dialog is populated, click the OK button.
11. W2 Mate will show a message that lists the recipients who will be included in the output file. Next to each recipient you should see a text similar to (Upload to Iowa "eFile & Pay").
12. W2 Mate will prompt you to enter your Business eFile Number (BEN).
13. W2 Mate will create the file and show a success message.
14. Upload the file generated through W2 Mate to Iowa Department of Revenue eFile & Pay website.
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