ENGAGE CPAs 1099 Info Collection for 2020

Instructions

Please fill out the information below once your books are updated thru 12/31/20 and you're sure that all of your subcontractor payments are classified appropriately and the numbers for each subcontractor are accurate.

You may save this form at any time and come back to it. Please hold off on submitting this form until you are sure your numbers are correct. 1099s are due to be submitted to the IRS by 1/31/2021, so please submit this form by Sunday, 1/24/2021 to ensure that we have enough time to prepare the 1099s.

Your Company Info

When filing your 1099s with the IRS, this information is required as your Company is the one who made payments to the subcontractors we're 1099ing. Without this information we cannot take the subcontractor's expense on your books.

Does your business have an EIN? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{ binding displayValue, mode=oneTime }

Your Business' Legal Name {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding YourBusinessLegalNamesEIN_Label, source = {{ $context.parentContext.dataItem }} } {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

Your Name {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

Your Social Security Number {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding YourBusinessLegalNamesAddress_Label, source = {{ $context.parentContext.dataItem }} } {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

Your Home Address {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

Your Phone Number {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

Your Email Address {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

You are only required to 1099 subcontractors that were paid more than $600 total in 2020.

This can be one payment of $600 at year end or 6 payments of $100 during the year. Once they're at $600 in total they need a 1099.

Subcontractor {binding ItemNumber}

Is this subcontractor an individual or another business? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{ binding displayValue, mode=oneTime }

This can be found in box 3 of the W9 that they filled out.

What is their Full Name? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding WhatIsTheirFullNameFirstsSocialSecurityNumber_Label, source = {{ $context.parentContext.dataItem }} } {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding WhatIsTheirFullNameFirstsAddress_Label, source = {{ $context.parentContext.dataItem }} } {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding AmountPaidToWhatIsTheirFullNameFirstIn2020_Label, source = {{ $context.parentContext.dataItem }} } {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding WhatIsTheirFullNameFirstsEmailAddress_Label, source = {{ $context.parentContext.dataItem }} } {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

What is their Business' Name? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding WhatIsTheirBusinessNamesEIN_Label, source = {{ $context.parentContext.dataItem }} } {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding WhatIsTheirBusinessNamesAddress_Label, source = {{ $context.parentContext.dataItem }} } {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding AmountPaidToWhatIsTheirBusinessNameIn2020_Label, source = {{ $context.parentContext.dataItem }} } {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding WhatIsTheirBusinessNamesEmailAddress_Label, source = {{ $context.parentContext.dataItem }} } {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding WhatIsTheirFullNamesW9_Label, source = {{ $context.parentContext.dataItem }} } {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding Name, mode=oneTime}

{binding Description}

What were these payments for? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{ binding displayValue, mode=oneTime }

{binding WhatIsTheirBusinessNamesW9_Label, source = {{ $context.parentContext.dataItem }} } {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding Name, mode=oneTime}

{binding Description}

Please do not submit this form until all subcontractors for 2020 are added! If you need to save the form and come back to it another time you can do that by clicking SAVE in the right hand corner.

Only click SUBMIT (left hand button) once all subcontractors that you paid more than $600 in 2020 are included above.

If you need help email Dave: dkorpel@engagecpas.com

ENGAGE CPAs 1099 Info Collection for 2020

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{ binding firstError.message }

ENGAGE CPAs 1099 Info Collection for 2020

Instructions

Your Company Info

Does your business have an EIN? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Your Business' Legal Name {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

{binding YourBusinessLegalNamesEIN_Label, source = {{ $context.parentContext.dataItem }} } {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Your Name {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Your Social Security Number {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

{binding YourBusinessLegalNamesAddress_Label, source = {{ $context.parentContext.dataItem }} } {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Your Home Address {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Your Phone Number {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

Your Email Address {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

You are only required to 1099 subcontractors that were paid more than $600 total in 2020.

Subcontractor {binding ItemNumber}

Is this subcontractor an individual or another business? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

What is their Full Name? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

{binding WhatIsTheirFullNameFirstsSocialSecurityNumber_Label, source = {{ $context.parentContext.dataItem }} } {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

{binding WhatIsTheirFullNameFirstsAddress_Label, source = {{ $context.parentContext.dataItem }} } {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

{binding AmountPaidToWhatIsTheirFullNameFirstIn2020_Label, source = {{ $context.parentContext.dataItem }} } {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

{binding WhatIsTheirFullNameFirstsEmailAddress_Label, source = {{ $context.parentContext.dataItem }} } {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

What is their Business' Name? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

{binding WhatIsTheirBusinessNamesEIN_Label, source = {{ $context.parentContext.dataItem }} } {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

{binding WhatIsTheirBusinessNamesAddress_Label, source = {{ $context.parentContext.dataItem }} } {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

{binding AmountPaidToWhatIsTheirBusinessNameIn2020_Label, source = {{ $context.parentContext.dataItem }} } {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

{binding WhatIsTheirBusinessNamesEmailAddress_Label, source = {{ $context.parentContext.dataItem }} } {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

{binding WhatIsTheirFullNamesW9_Label, source = {{ $context.parentContext.dataItem }} } {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding Name, mode=oneTime}

{binding Description}

What were these payments for? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding displayValue}

{binding WhatIsTheirBusinessNamesW9_Label, source = {{ $context.parentContext.dataItem }} } {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding Name, mode=oneTime}

{binding Description}

Please do not submit this form until all subcontractors for 2020 are added! If you need to save the form and come back to it another time you can do that by clicking SAVE in the right hand corner.

Only click SUBMIT (left hand button) once all subcontractors that you paid more than $600 in 2020 are included above.

If you need help email Dave: dkorpel@engagecpas.com