
Tips for successfully filling out and submitting the 1099-MISC Client Intake Form
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Click the PDF Logo above and DOWNLOAD and SAVE the form to your desktop (Failure to use the downloaded copy will result in a failed submission)
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Open the downloaded version from where your saved it in Adobe Acrobat
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Fill in all relevant information
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Hit "Submit" to securely send your form through our secure email platform
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It was submitted successfully ONLY if you receive a confirmation email from us.
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If you need additional space, fill out a second form with your company name and in the address field type "Page 2" so we know there is more than one page.