What's New: IRS1099 Integration with IRIS (2025 release wave 2)
IRS 1099 electronic filing with the IRIS portal in Business Central: officially available in 2025 release wave 2 and also added to minor version 26.5. Covers full A2A integration for cloud users, manual file upload for on-prem users (also an option for cloud users), 1099 substitution forms for vendors, and the planned 1086 deprecation. Includes a demo of creating, sending, tracking and correcting 1099 forms.
- Introduction and business value
- How the integration works - electronic filing
- 1099 substitution forms and 1086 deprecation
- What's new in 2025 release wave 2
- Demo - setting up and creating 1099 forms
- Demo - sending to IRS and tracking status
- Demo - correcting 1099 forms after IRS acceptance
- Closing remarks and resources
Overview
The video explains how Business Central sends 1099 forms directly to the IRS IRIS portal. Cloud users get a full application-to-application integration, so forms no longer need to be printed or submitted by hand. On-premise users create files and upload them to the IRIS portal manually. The speaker says E-file direct to IRIS is officially available from 2025 release wave 2.
The demo covers setting up and creating 1099 form documents, combining released documents into one transmission, and sending it to the IRS. It then shows transmission history with IRS acknowledgement content in XML, and the correction flow after IRS acceptance. The video also covers 1099 substitution forms sent to vendors by email or mail, and the planned deprecation of the 1086 form.
Key points
- E-file direct to IRIS is officially available from 2025 release wave 2 and was also added to minor version 26.5, so you can report from either version.
- Cloud users get full A2A integration with the IRIS portal. On-prem users create files and upload them manually to IRIS, and cloud users can do this too.
- 1099 form documents calculate total payment amounts for each vendor automatically. Verify the amounts and release each document.
- On the IRIS transmissions page, create an IRIS transmission for a reporting period to combine the released documents. Business Central checks the required data, creates the XML and sends it to the IRS. If the IRS returns errors, fix them and send a replacement transmission.
- Transmission history shows when each transmission was sent, its type and status. IRS acknowledgement content can be downloaded as XML to review statuses and errors.
- To correct a form after IRS acceptance, use the allow correction action, reopen the document, correct the amount and release it. The transmission line is marked as needing correction, only those lines are sent, and afterwards they are marked as corrected.
- 1099 substitution forms are PDFs that can be emailed to vendors with their consent, with protection for both sides, or printed and mailed.
Features
| Feature | Status | At | Evidence |
|---|---|---|---|
| 1099 electronic filing to IRS | status not stated, demoed | 0:06 | |
| 1099 form documents | status not stated, demoed | 3:30 | |
| IRS transmission creation and sending | status not stated, demoed | 4:01 | |
| 1099 correction workflow | status not stated, demoed | 5:31 | |
| 1099 substitution forms | status not stated | 2:11 | |
| 1086 form deprecation | announced | 2:41 | “And the future for 1086 form, we will deprecate this functionality because you do not need 1089 1086 when you are uh deploying 1089” (2:41) |
| Transmission history and acknowledgement tracking | status not stated, demoed | 4:49 |
AL objects mentioned
As heard in the captions. A name that matches one object page by exact type and name links to it; the others stay as named.
- page “iris transmissions” at 4:01
- page “transmission history” at 4:49
- page “1099 form document card” at 3:41
Not found in BC28-30: page “iris transmissions”, page “transmission history”, page “1099 form document card”.
Quotes
- 1:35 “For Iris submission, if you’re cloud user, you will have fully A2A integration with the Iris portal.”
- 1:49 “For on-prem users, you can create uh fire files and manually download and upload to the fire.”
- 2:41 “And the future for 1086 form, we will deprecate this functionality because you do not need 1089 1086 when you are uh deploying 1089”
- 3:04 “So now we have this E file direct to Oris and it is officially available from two uh 2000 release wave 2 but even”
- 3:04 “but even we updated uh last minor 26.5. So you can switch and you can report from both these versions.”
- 4:28 “Business central will check if all the necessary data is filled in correctly, create the XML and send it to the IRS.”
- 5:43 “But you cannot just do it. You firstly need to allow the document to be corrected. Select the allow correction action and reopen the”
Disclaimers in the video
- 2:41 coming-later: the future for 1086 form, we will deprecate this functionality
Presenters (as heard): Alexander Gladco, Sasha.