Great advice, thank you for sharing your tips. Do you like to keep paper records of files? How often do you often go back to reprint or reopen files from previous years?
I am assuming this guide is intended for QuickBooks Desktop users. I also wanted to mention a tiny amendment to Step 1 for QB Desktop 2018 - the 1099 Wizard can be found under Vendors > Print/E-file 1099s> 1099 Wizard.