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Level 1

Where is the forms tab in quickbooks self-employed?

I am trying to find my 1099, and I see online that it is under the forms tab in clients. However, I cannot find it. Can someone either tell me or show me where that tab is? Thank you. 

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QuickBooks Team

Where is the forms tab in quickbooks self-employed?

We're thrilled to see you here on our Community forum, Emily. We're eager to lend a hand with the 1099 form in QuickBooks Self-Employed (QBSE). We'll make every effort to assist you in resolving your issue.


Your client/employer may be still unable to file your 1099 through the IRS. I recommend contacting them to confirm, and you may request a hard copy. Once your employer has filed your form, you will receive an email invitation and can open the invite using a free QBSE account. Then, you can view your 1099 form on the Clients menu.


Here's how:


  1. Head to the QuickBooks Self Employed log-in page.
  2. Once signed in, go to the Clients tab.
  3. From the Forms section, look for your 1099 form. 


Please review the screenshot attached below.




If you're still unable to find the 1099 forms, I suggest contacting our technical support team. They can use specific tools to locate the forms in your account.


Here's how:


  1. Click on Help (?) and hit Contact Us.
  2. Note: If you’re using the QuickBooks Self-Employed app, tap the + button and pick Ask QB Assistant.
  3. Enter Talk to a Human, then tick Continue.
  4. Choose which way you want to connect with us.
  • Have us call you - Get a call from a support expert.
  • Chat with us - Start a conversation with a support expert.


See this article for more details: Contact QuickBooks Self-Employed Support. Ensure to review their support hours to know when agents are available.


For more details about managing 1099s in QBSE, check out this article: Fill out a W-9 and view your 1099-MISC in QuickBooks Self-Employed.


Moreover, you can also refer to this article for further guidance in filing taxes through QBSE: QuickBooks Self-Employed Annual Tax Guide.


Feel free to leave a comment below if you need further assistance with accessing your 1099 forms or have inquiries about managing your QBSE account. It's my pleasure to assist you. Have a great day ahead!

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