1099 Reporting Manager
Say goodbye to spreadsheet wrangling and last-minute IRS corrections. Eisen automates 1099 generation, e-filing, and recipient delivery so your compliance team hits every deadline with a clean audit trail.
One platform. The full 1099 lifecycle.
Integrated W-9 collection
Eisen automates W-9 solicitation, collection, and certification across the payee population. When a W-9 comes in, the TIN is verified, the record updated, and the 1099 prepared. No manual handoff.
IRS e-filing and recipient delivery
Eisen submits to the IRS via IRIS (fully prepared for the IRIS transition targeted for filing season 2027) and handles recipient delivery, electronic or paper, by the applicable deadlines. Both obligations are managed in one place with confirmation for every submission.
Audit-ready documentation
Every form, TIN check, notice, and withholding decision lands in a complete per-payee compliance trail. Ready for an IRS inquiry, an external audit, or a state exam at any moment, without preparation.
From W-9 to filed 1099, handled.
Payee submits W-9
Form captured and validated automatically. Missing or outdated W-9s are solicited on schedule, with documented reminders that meet the IRS reasonable cause standard.
TIN verified against IRS records
Real-time matching before filing season. Mismatches are surfaced immediately so they can be resolved before they trigger CP2100 notices or backup withholding.
B Notices are tracked automatically
When B Notices are issued, Eisen tracks the 30-day cure deadline, manages payee outreach, and applies or stops withholding as required.
1099s selected, populated and verified
Eisen selects the right form, populates it with platform data, and verifies proactively for successful submission.
Filed with the IRS and delivered to recipients
IRS e-filing and recipient delivery, electronic or paper, managed in one platform by the applicable deadlines, with confirmation for every submission.
See Eisen in action
“ Eisen’s innovative approach to escheatment automation complements our focus on delivering technology-driven banking solutions that create better experiences for our customers and efficiencies for our team. “
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