Information Returns Intake System (IRIS) 
What You Need to Know

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IRIS E-Filing Tax Forms 1099-MISC | 1099-NEC | 1042-S For Tax Year 2025

  • Live Date:  Wednesday, January 14, 2026
  • Time:  12:00 pm - 2:00 pm ET 
  • On-Demand Access:  Within 24 Hours
  • Trainer: Debra R Richardson, CFE,  MBA, APPM, APM, CPRS
  • IOFM CEUs: 2   ACFE CPE:  2

session description

The IRS expected retirement of the Filing Information Returns Electronically (FIRE) after Tax Year 2025 has brought changes to the use of the Information Returns Intake System (IRIS).  Accounts Payable (AP) or Vendor team members that are responsible for the IRS tax filing and distribution of  any volume of 1099-MISC,  1099-NEC and 1042-S forms for Tax Year 2025 this training is a must.  The IRS introduced the use of the Information Returns Intake (IRIS) System for electronic tax filing last year for Tax Year 2022, and there are many that will be first time users or first time IRIS filers for the 1042-S and have questions on the requirements and process that this training will cover.  Note:  This training is not to be interpreted as tax or legal advice.  The context is from the AP - Vendor team perspective when they handle 1099-MISC | 1099-NEC | 1042-S reporting.  This is "Non-Official" training on the IRIS portal.  

After this session participants will be able to:
  1. Understand the differences between the IRIS and FIRE e-filing systems and recommendations of when to use for Tax Year 2025
  2. Determine what is required to be setup on IRIS to file 1099-MISC, 1099-NEC and 1042-S with the IRS and distribute to the recipient
  3. Know the deadline dates for recipient forms distribution, IRS tax filing and the process to request extensions when using IRIS
  4. Successfully populate IRIS with vendor data to complete the IRS tax filing and print and distribute recipient forms
  5. Understand how up upload vendor data into IRIS using the CSV file template provided by the IRS


To enroll in this training session:

1. Click the "PURCHASE" or "ACCESS" button above.
2. Attend Live: Click the link in the first section to register separately for the live training session(s).
3. Watch On-Demand: Access the recording and handouts sections.

Additional Information
  • Session Recording: On-demand recordings will be available within 24 hours of the live session. The last recorded session will remain available until the next live session recording replaces it.
  • IOFM CEU Credit(s) is (are) earned for live, in-person or recorded sessions after the successful completion of the exam.
  • ACFE CPE Participant Credit(s) is (are) earned for live or in-person after the successful completion of the exam.
  • ACFE CPE Self-study Credit(s) is (are) earned for or recorded sessions after the successful completion of the exam.
  • Session Access: Access is available for one year from original enrollment date, or at the expiration of a Training Pass membership.
  • Prerequisites: None
  • Who Should Attend: This training session is for employees performing or managing the vendor setup and maintenance process. This includes adding and updating vendor records, performing tax reporting duties, as well as responding to vendor inquiries regarding vendor data included on the vendor record.
  • Advanced Preparation: None
  • Program Level: Beginner
  • Delivery Method: Group Internet, Self-Study, In-Person
  • Field of Study: Accounts Payable, Procure-to-Pay, Production, Fraud Prevention and Deterrence
  • Live Attendance: All students attending live sessions must log on within the first 20 minutes. Debra R Richardson LLC reserves the right to end any scheduled live training session after 20 minutes if no registered students have logged into the session.
  • Refunds and Cancellations: Requests for refunds must be received in writing. A full refund is available for any training session not attended or recording not viewed. Rescheduling to a future session is available at no cost up to one year after the original purchase. Vendor Process Training Pass Members will not be subject to a refund nor a cancellation fee as this session is included in the cost of the training pass, and the member will have access until the expiration date of the training pass. For more information regarding refund, complaint, and/or program cancellation policies please contact our offices at 313-572-1598.
  • Download:  PDF of the Presentation
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Debra R Richardson is as Certified Fraud Examiner (CFE) through the Association of Certified Fraud Examiners (ACFE) and offers training to other CFEs.  CFEs can earn both Participant Credit(s) and Self-Study Credits.  Trainings offered fall under one of two categories acceptable by the ACFE:  1) ACFE Category > Fraud Prevention and Deterrence; and/or 2) NASBA Recognized Category> Production. 

Earned ACFE CPE Credits:  2
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Debra R Richardson LLC is registered with IOFM as a sponsor of continuing education credit for any Accounts Payable or Procure-to-Pay Certification. These Certifications are designed to establish standards for the profession and recognize accounts payable and procure-to-pay professionals who, by possessing related work experience and passing a comprehensive exam, have met stringent requirements for mastering the financial operations body of knowledge. IOFM holds final authority on the acceptance of individual courses.

Earned IOFM CEUs: 2

 session content

Trainer

Debra R Richardson, MBA, CFE, APM, APPM, CPRS

With over 20 years at Fortune 500 companies including Verizon, General Motors, and Aramark, she trains you and your team with the authentication techniques, internal controls, best practices and vendor validations to avoid fraud, fines and bad vendor data. 

A Certified Fraud Examiner (CFE), Debra has extensive experience with many of the most prevalent ERPs, including SAP, PeopleSoft, NetSuite, Intacct and Munis, and have helped those in the private or public sector prevent internal and external fraud.

She serves on the NACHA ACH Network Advisory Board, is the Ask The Expert for vendor master file questions with IOFM, is the Chapter President for the Central Atlantic Region IOFM Chapter, and was named one of the Top 10 AP Influencers three years by the AP Association.  

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