How to Get Started with the IRIS System for 1099 E-Filing

As a business owner, filing 1099 forms accurately and on time is a critical responsibility and can be a challenging task. As the IRS introduces the IRIS System (Information Returns Intake System) to modernize 1099 e-filing, it’s vital to understand this new system and its advantages.

In this guide, we’ll explore how to get started with the IRIS system, share practical tips, and show how CheckMark 1099 Software simplifies the process for efficient and compliant filing.

Table of Contents

What is the IRIS System?

The IRIS System is a new e-filing platform developed by the IRS to streamline the electronic submission of 1099 forms. It offers businesses an alternative to the FIRE (Filing Information Returns Electronically) system, with enhanced features for modern tax reporting.

IRIS vs. FIRE

While both systems support 1099 e-filing, the IRIS program is designed to be more user-friendly and adaptable to evolving IRS requirements.

Some of the key IRIS benefits include:

Simplified filing process.
No complex technical requirements.
Compatibility with CSV templates.
A structured upload process for bulk filing.
Streamlined navigation and account setup.

Steps to Get Started with the IRIS System

1. Apply for the IRIS Taxpayer Portal TCC

Before you can e-file through IRIS, you must apply for a TCC (Transmitter Control Code) via the IRIS Application. This code is essential for identifying your business during the e-filing process.

2. Create Your IRIS Account

To access the 1099 IRIS Application, you need to create an account by visiting the IRIS login page and registering as a new user. Afterward, verify your identity using your Employer Identification Number (EIN) or Social Security Number (SSN), and set up your account details and security measures.

How to E-File 1099 Forms Using the IRIS

Preparing Your 1099 Forms

Before uploading, ensure your data is accurate and compliant with IRS formatting standards by double-checking all recipients’ details and amounts. Additionally, you can validate and verify your data before exporting to CSV in CheckMark 1099 Software.

Uploading Your Files

To upload your 1099 forms, log in to the IRIS system and click on the “Upload CSV with Form Data” section. Select your file and upload the CSV files. Afterward, review the summary for any errors and submit it.

Dos and Don’ts for Using the IRIS

Do’s

Ensure your data matches IRS requirements.
File early to avoid last-minute system overloads.
Use software like CheckMark 1099 to simplify preparation and filing.

Don’ts

Don’t overlook validation errors in your CSV files.
Avoid sharing your IRIS account credentials to protect sensitive information.
Never delay filing; late submissions may incur 1099 penalties.

Why Choose CheckMark 1099 Software for IRIS E-Filing?

CheckMark 1099 Software is designed to make your 1099 electronic filing process seamless, whether you’re using the IRIS or FIRE system. Our software exports IRIS-compatible files that you can directly upload to the IRIS 1099 e-file platform, enabling smooth data transfer and submission. Some of the features include:

File for unlimited recipients.
Supports 1099-NEC, -MISC, -INT, -DIV, -R, and -S forms.
Generate IRIS-compliant 1099 CSV templates for IRS e-filing.
Also supports the FIRE System.
Print all 1099 recipient copies on pre-printed forms.
Validate data to eliminate errors before submission.
Store and manage filings securely in one place.
Add additional companies at an affordable cost.
Get US-based customer support.

Whether you prefer IRIS or FIRE System, CheckMark 1099 Software ensures compliance and efficiency, saving you time and effort. Download our FREE DEMO today to experience its intuitive interface, robust features, and seamless electronic filing process firsthand. Simplify your 1099 reporting and focus on what truly matters—your business success!

Note: CheckMark 1099 Software already supports the FIRE System for e-filing, and support for the IRIS System is coming soon!