Contractor Portal Help

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Viewing the Electronic Form 1099

You can give consent to receive your 1099 in your portal instead of receiving a paper copy from your client. 

  • Go to “1099 Forms” in the left menu of your portal.
  • Under the “Delivery Method”, choose to consent to receive your 1099 electronically instead of a paper Form 1099.
    • Click the consent link to read the full consent notice.
    • If you have both 1099 NEC and 1099 MISC payments, you will need to consent to both to opt out of a paper copy.
  • If you prefer to receive a paper copy, select the second option. Your client will then mail the 1099 form to you.
  • Even if you choose the paper option, you will still be able to access an electronic version of your 1099 in the portal.
  • Click “Save.”  If you have a valid email address on your Account Profile, you will receive an automatic email confirmation that your selection has been recorded.

When Your Electronic 1099 Is Ready to View

You will receive an email notification when your client has posted your 1099 and is ready for you to view.

Go to the “Download 1099s” section, and click the appropriate year. A  PDF document will download. 

  • Your electronic 1099 will be available for the duration of your employee portal access, beginning with the  2024 tax year.  
  • If you have any questions about the content of your Form 1099, please contact your client.

If you do not see your electronic 1099 in your portal or if your 1099 shows “pending,” please contact your client.  Please do not contact Patriot Software directly, as we will redirect you to contact your client.

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