Prepare 1099s From Your Accounting Software | HelloBooks Prepare 1099-NEC and 1099-MISC from your accounting software: thresholds for 2025 and 2026, W-9s, box mapping, and how filing works when files are prepared for you.
If the payments are in the books, the 1099s should come from the books. Preparing them from the ledger removes the January spreadsheet and the re-keying errors that come with it.
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Smarter accounting for growing businessesW-9 on file
Vendor marked 1099-eligible with TIN and legal name
Payments recorded
Bills and payments totalled per contractor
Threshold check
$2,000 for 2026 payments; $600 for 2025
Review by box
Amounts mapped to 1099-NEC or 1099-MISC boxes
Prepared files
Federal and state, Combined Federal/State Filing format
HelloBooks prepares the filing; you or your filing agent submit it. Direct IRS e-file is not yet enabled.
For payments made in 2026, the 1099-NEC and 1099-MISC reporting threshold is $2,000, indexed for inflation after that; the $600 threshold still applies to 2025 payments. Some boxes keep their own thresholds, such as gross proceeds paid to an attorney, so check the IRS instructions box by box.
HelloBooks tracks every contractor payment toward the threshold, holds W-9 details, and prepares federal and state 1099-NEC and 1099-MISC filings in Combined Federal/State Filing format, with corrected forms handled in the same workflow.
Direct e-file transmission to the IRS is not yet enabled. You or your filing agent submit the prepared files.
Run the 1099 review as a recurring January task for every client with contractor payments. With the totals and W-9s already in each client’s books, the task is a review of exceptions rather than data entry.
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Every federal change for the 2025 and 2026 seasons
General information for tax and accounting professionals, not legal advice. Rules are summarised from the primary sources listed on the date shown; read the current text before relying on it.
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