Compliance Support
Compliance Support
Compliance Support
1099 Hub
1099 Hub
Welcome to our 1099 Center—your go-to place for the forms, checklists, and step-by-step guidance you need to gather contractor information and stay on track for 1099 filing.
Welcome to our 1099 Center—your go-to place for the forms, checklists, and step-by-step guidance you need to gather contractor information and stay on track for 1099 filing.
Quick Links
Quick Links
Quick Links
1099 Worksheet
1099 Worksheet
1099 Worksheet
Use this worksheet to gather contractor details and payment totals so we can prepare accurate 1099 filings.
Use this worksheet to gather contractor details and payment totals so we can prepare accurate 1099 filings.
Form W-9
Form W-9
Form W-9
IRS Form W-9 collects a payee's name and taxpayer ID (TIN) for reporting on forms like 1099s.
IRS Form W-9 collects a payee's name and taxpayer ID (TIN) for reporting on forms like 1099s.
Your 3-Step 1099 Filing Process
Your 3-Step 1099 Filing Process
Gather Your Info
Gather Your Info
Gather Your Info
(What you'll need before submitting)
(What you'll need before submitting)
Download forms and collect vendor details
Vendor name + address
EIN/SSN
Amounts paid (by cash or check)
Type of payment (services, rent, medical, interest)
Quick Links:
Download forms and collect vendor details
Vendor name + address
EIN/SSN
Amounts paid (by cash or check)
Type of payment (services, rent, medical, interest)
Quick Links:
Submit Your Info
Submit Your Info
(Fastest + preferred method)
(Fastest + preferred method)
Complete you 1099 Organizer in Canopy
This is the easiest and most accurate way to send us your information.
Prefer paper?
You can print the forms, fill them out, and upload them in Canopy, or drop them off at either our Whitefish Office or Pendroy Office, or mail them to:
Swanson Agency
PO Box 147
Pendroy, MT 59467
Submit here:
Open Canopy Organizer
Complete you 1099 Organizer in Canopy
This is the easiest and most accurate way to send us your information.
Prefer paper?
You can print the forms, fill them out, and upload them in Canopy, or drop them off at either our Whitefish Office or Pendroy Office, or mail them to:
Swanson Agency
PO Box 147
Pendroy, MT 59467
Submit here:
Open Canopy Organizer
Complete you 1099 Organizer in Canopy
This is the easiest and most accurate way to send us your information.
Prefer paper?
You can print the forms, fill them out, and upload them in Canopy, or drop them off at either our Whitefish Office or Pendroy Office, or mail them to:
Swanson Agency
PO Box 147
Pendroy, MT 59467
Submit here:
Open Canopy Organizer
You're Done-We Handle the Rest
You're Done-
We Handle the Rest
(Sit back and relax, we take it from here)
(Sit back and relax, we take it from here)
✓ We prepare and e-file your 1099s
✓ We mail recipient copies
✓ We upload a copy to your Canopy portal for you records
Fast. Accurate. Compliant.
✓ We prepare and e-file your 1099s
✓ We mail recipient copies
✓ We upload a copy to your Canopy portal for you records
Fast. Accurate. Compliant.
✓ We prepare and e-file
your 1099s
✓ We mail recipient copies
✓ We upload a copy to your Canopy portal for
your records
Fast. Accurate. Compliant.
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Montana Roots. Future Focused.
From taxes to insurance, we help Montana families, farms, and businesses protect what they’ve built and plan for what’s next.
Montana Roots. Future Focused.
From taxes to insurance, we help Montana families, farms, and businesses protect what they’ve built and plan for what’s next.
Montana Roots. Future Focused.
From taxes to insurance, we help Montana families, farms, and businesses protect what they’ve built and plan for what’s next.