Just in time for 1099 filing season, QuickBooks Online-Accountant is now offering a new 1099 Accountant Dashboard that gives you a glimpse of your Intuit Accountant Suite future.
Powered by AI automation, the new dashboard provides a comprehensive overview of all your QuickBooks clients’ 1099 status without opening each QBO file individually. While all your clients' information is displayed, if QuickBooks determines there is missing set-up information for the client's tax reporting, or incomplete vendor information, within a client's file it will be necessary for you to make corrections to such information within the actual client QBO file.
This single dashboard shows you:
To prepare for 1099 filings, QuickBooks compiled a list of recipients who may meet the criteria for a 1099 form based first on the IRS requirements for reporting 1099s. QuickBooks checks all the chart of accounts of each of your clients to determine those accounts that might be related to 1099 contractor or services.
QuickBooks then identifies the various vendors your clients paid during 2025 out of each of those accounts meeting the applicable 1099 threshold of $600 or more. If a vendor's official address is outside the United States, QuickBooks excludes that vendor from reporting.
When vendors are not properly set up within your client's QuickBooks file, you will find the red warning panel displayed. Once you enter the necessary W-9 information for the vendor, the 1099 Dashboard is updated with the applicable reporting information.
In compliance with IRS regulations, QuickBooks then excludes payments made to your client's vendors via credit card, debit card, or third-party system such as PayPal or Venmo. This is because the financial institutions making such payments must file applicable reports, and your client should report those payments since that would result in duplicative reporting.
QuickBooks also excludes payments made to known corporations that the IRS exempts from reporting by small businesses.
Whenever the AI-powered 1099 engine could determine potential 'reimbursements', those payments were excluded from reported amounts; however, this is one area you should check the data QuickBooks has prepared to determine the accuracy of such determinations.
Assuming you find that your clients are 'a perfect 10' when it comes to 1099 preparedness, you can actually proceed into the 1099 filing workflow directly from this dashboard to complete 1099s on behalf of your client(s).
This is another example of the way QuickBooks, with the power of AI is streamlining accountant activities on behalf of their clients.
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