1099 Reporting

Manage subscription

Follow these steps to change your Sovos Tax Information Reporting plan or add add-on services.

Upgrade or downgrade subscription

Upgrades and add-ons take effect immediately and the prorated amount will be charged to your primary payment method. Downgrades take effect at your next renewal date and you will have access to the higher plan features through the end of your current subscription term.
  1. Go to Settings > Subscription management.
  2. Click your subscription information.
    The subscription information section is highlighted.
  3. Click Edit Subscription.
  4. Click Change.
    The Change button is highlighted.
  5. Select a plan from the dropdown.
    The plan dropdown is highlighted.
  6. Click Update.

Add add-on services

  1. Go to Settings > Subscription management.
  2. Click your subscription information.
    The subscription information section is highlighted.
  3. Click Edit Subscription.
  4. Click Add Addons.
    The Add Addons button is highlighted.
  5. Select add-on services.
    You can select multiple add-on services.
  6. Click Add.

Cancel subscription

If you cancel your subscription, you won't receive a refund for the current billing period, but your subscription won't renew. You'll be able access your account through the end of your current term.

  1. Go to Settings > Subscription management.
  2. Click your subscription information.
    The subscription information section is highlighted.
  3. Click Cancel Subscription.
  4. Select a cancellation reason from the dropdown, then click Confirm Cancellation.

Your subscription is active until the end of the current billing period, but it won't renew.

Reactivate subscription

If you cancelled your subscription but are still in your current billing period, you can reactivate it instead of creating a new one.
  1. Go to Settings > Subscription management.
  2. Click your subscription information.
    The subscription information section is highlighted.
  3. Click Reactivate Subscription.