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1099 Detail & Information Submissions

1.  Download​ 1099 Template

2.  Enter details into spreadsheet

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3.  Upload

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Sharefile Upload Step by Step/ Troubleshooter:

4.  Before Sharefile allows you to upload your documents/ files to us, it requires you to enter your name/ details (client/ whom the document is regarding).

The email address serves as a contact method if there are issues with the upload or questions about the information provided. 

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5.  After clicking on continue, it will take you to the upload page. Select your file by browsing or drag and drop it into the upload box. The upload will start automatically. You must click the upload button when finished (it works as a confirmation/submit button).

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After you submit your information, we will be in contact.  Please contact us at any time for questions or inquiries on status.

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