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Business Profile Setup

Before you can file 1099s, you need to set up your business profile. This information appears on every form you submit to the IRS.

Required information​

Business details​

  • Legal business name -- as registered with the IRS
  • EIN (Employer Identification Number) -- format: XX-XXXXXXX
  • Business type -- sole proprietorship, LLC, corporation, etc.
  • Business phone number

Physical address​

Your business must have a physical street address on file. PO Boxes are not accepted by the IRS for this purpose.

  • Street address
  • City, State, ZIP code

Mailing address (optional)​

If your mailing address is different from your physical address, check the box and enter it separately.

Setting up your profile​

  1. After logging in, you'll see a yellow banner: "Complete your business profile"
  2. Click on it, or go to Business Profile from the dashboard
  3. Fill in all required fields (marked with *)
  4. Click Complete Setup

EIN security​

Your EIN is encrypted with AES-256 before being stored. It is never displayed in full -- you'll only see a masked version like **-***6789.

When editing your profile, you'll need to re-enter your EIN since we don't store or display it in plain text.

IRIS credentials (optional)​

If you already have an IRS IRIS Transmitter Control Code (TCC), you can enter it here:

  • TCC -- 5-character code starting with 'D' (e.g., DTEST)
  • IRIS API Client ID -- from your IRS API Client ID Application

If you don't have these yet, you can skip this section. See IRS IRIS Overview for how to apply.

Next step​

Once your profile is set up, you're ready to file your first 1099-NEC.