Set up form 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by selecting the type of organization you represent. Check the appropriate box for Individual/Sole Proprietorship, Corporation, Partnership, or Other.
3. If you selected Individual/Sole Proprietorship, enter your Social Security Number (SSN) or Federal Identification Number (EIN) as required.
4. Indicate if you are exempt from 1099 reporting by checking the corresponding box and providing a reason if applicable.
5. Fill in your company information, including the legal registered name and any different business name (DBA).
6. Complete the customer service information section with your address, phone number, and contact details.
7. Provide payment terms and tax correspondence information as needed.
8. Answer questions regarding small business or minority ownership status and specify the type of services provided.
9. Finally, print your name as preparer, include your phone number, and date the form before submission.

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