There are three primary steps involved in successfully e-filing your 1099 forms:
 

1. Register with the SSA to obtain access to the Business Services Online Suite and with the State of Idaho to obtain a TAP account. (Registering is a one-time process, meaning once it is done, you will not need to repeat the process in future years unless the person that does the filing changes.)
2. Review W2 records & classification prior to e-filing (January 1-January 31)
3. File W2s using the SSA's Business Services Online Suite and the State of Idaho TAP system (No later than January 31.)

Federal E-Filing Overview

Federal copies go to the Social Security Administration.

You must have access to the SSA's Business Services Online Suite in order to e-file the W2s.

1. If you don't have access to the Business Services Online Suite, register with the SSA to gain access.
2. Review W2 forms and data
3. Correct any errors or missing information
4. Use Payroll to create the W2 Electronic File
5. Upload the W2 Electronic File to the SSA

Additional Information and Links

Register for the SSA Business Services Online Suite: https://www.ssa.gov/employer/documents/howtoregister.pdf

State of Idaho E-Filing Overview
 

State copies go to the State of Idaho.

You must have and use an Idaho TAP account to e-file W2s.

1. If you don't have an Idaho TAP account, create one
2. Review W2 forms and data
3. Correct any errors or missing information
4. Use Payroll to create the W2 Electronic File
5. Upload the W2 Electronic File to the State of Idaho Website

Additional Information and Links

Apply for an Idaho TAP account: https://tax.idaho.gov/online-services/tap/introduction/