How do I create a new filing?

Need to create multiple filings for many different filers? We got you covered!

To create a new filing, simply click 'Filings' in the top menu:

Then, click the 'New Filing' button:

This will create a new filing where you can select the filing year and type of filing (1099-NEC, 1095-C, etc.) before proceeding.

Make sure to check out our getting started guides for step-by-step instructions on how to complete the filing process from beginning to end.