Once you publish a 1099, your owner can view and download it in their owner portal under the Files tab. Vendors find theirs in the vendor portal the same way.
Where the 1099 shows up
The owner logs in to their owner portal.
They open the Files tab.
They click the 1099 to view or download it.
See what your owner sees
Open the owner’s contact page.
In the Portal Access card, click View Owner Portal. This is view-only, so you can’t change anything.
Open the Files tab.
Owner can’t find their 1099?
It wasn’t published. On the Tax Reporting page, check Actions › Publish Batches for a batch that includes them.
They haven’t accepted their portal invitation. If their name isn’t listed under Portal Access, click Send Invitation. Invitations expire after 3 days.
They have more than one owner contact. Owners with more than one tax ID have one owner contact per tax ID. They need to accept an invite for each contact and switch between them in the portal.
Frequently Asked Questions
Is the full tax ID shown on the published copy?
Not if Publish with Last 4 of Tax Identifiers was checked when you published. Only the last 4 digits show.
Will the owner get an email when it’s published?
Yes, it depends on the notifications set up for owners. Don’t count on it. The best practice is to let your owners know their 1099s are ready in the Files tab of their portal.
Related articles