Help CenterRun all 1099 reports from SSRS
Save all reports to new 1099 folder for current year. Ask accounting to verify files.
File with GreenShades
(Procedure as of 1/30/2025)
Log into www.greenshadesonline.com
When you log in you should start on the dashboard. Click the "Year-End Companies" link. Then in the New Child Company choose a company from the dropdown, then click "Save Company".
Confirm the year in the dropdown of the next screen, then select the correct form type (1099NEC or MISC) on the other dropdown, then click "Import Your Forms"
Again confirm the year and choose the form type.
On the next screen, select Excel Spreadsheet and download the Excel spreadsheet template.
Edit the Excel spreadsheet template
Copy/paste the relavent information from the output from above into the template. Fill in the account number fields in the template. Save the template as a new file.
Back to Greenshades
On the next screen, click browse and choose the file you just saved from the above step.
Click Next and next again then fill out all relavent company information on the next screen and click next.
A circle will spin on the screen as items are imported. Once it's done it will tell you the forms are pending. Wait.
Eventually the forms will finish and you will see something like this. Click on view forms.
A new window will open to a different site. Perform steps 2-4. Steps 2 & 3 say they take 3 days to complete but I was told by support you can safely continue and finish while they do.
Do step 5b. On the self distribute batch status page. Click the New Download Batch button. Select "All tax forms in this workspace" and click continue, then continue again. Select how you want them sorted and choose 3 part blank paper. Don't send the coupon on the next screen, then check the "Intent" box on the screen after that. Click continue after each.
It will take some time for the forms to process. Keep checking