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8966 overview this is a short overview on getting started in 1099 pros 8966 software in this tutorial we will create a filer import a file generate an xml file and finally packaged a newly created xml file with 1099 pros trademarked ides packager tool lets get started working with 8966 is as easy as 1 2 3. you can see that step 1 pertains to setting up your filers step 2 relates to importing a file with 8966 data and step 3 applies to creating the irs ides submission package lets go ahead and select my filers list then click on add go ahead and fill in your ein you can look up your global intermediary identification number g-i-i-n if you need to just right-click while your mouse is over the box a lookup table will appear we are going to view by name and there we are theres our fi financial intermediary 1099 pro uses the latest financial intermediary list provided by the irs at the time of the latest software update if your fi is not present in the list but you have registered you
