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Quick Step Guide – IRS Forms 1099-Misc and 1096

Review

  1. Click Edit | Adjust Preferences | General and review Minimum 1099-Misc Payment Amount.
  2. Click Reports | Vendors | Vendor Master List to review vendors checked to receive a 1099-Misc.

Create 1099s

  1. Click Manage Vendors in the Primary Task Box.
  2. Click Tools tab.
  3. Click Process 1099 Records.
  4. Enter the Year to Process at the top of the window.
  5. Verify the Payer Information.
    1. If the 1099s will be e-Filed make sure to enter the Transmitter Control Code.
  6. Select the vendor’s address where the 1099 will be mailed.
  7. Click Process 1099s.
  8. The Manage 1099s window appears for you to review the created 1099s. Click Close when done.
  9. Click Close again to exit the process.

Review 1099s

  1. Click Manage Vendors | Reports | 1099-Misc Audit Report.
  2. Check the Year to Process, if needed adjust the other filters, and click OK.
  3. Click the Print Icon in the upper left corner.
  4. Select the correct printer.
  5. Click OK.
  6. Review the report to ensure correct vendors are included and the correct amounts are reported.

Manage/Edit 1099
To review 1099s or make changes after they have been created:

  1. In Manage Vendors click Tools tab.
  2. Click Manage 1099s.
  3. Select the vendor for review or edit by highlighting the vendor then click the Edit button or use the blue toggle bar.
  4. When finished with review, click Close button in bottom right corner.

Print 1099s

  1. Click Manage Vendors | Reports Tab | 1099-Misc.
  2. Verify the Year to Process and click OK.
  3. Print 1st copy on plain paper to check alignment.
  4. Click Print Icon to print on preprinted form.
  5. Select the correct printer.
  6. Set ‘Page Range’ to Current Page.
  7. Click OK.
  8. Compare print-out to preprinted form. If the print lines up, then proceed. Otherwise, contact Support to adjust printout.
  9. Insert one copy/group of the 1099-Misc forms into printer.
  10. Click Print Icon in the upper right corner.
  11. Select the correct printer.
  12. Click OK.
  13. Repeat steps 9-12 until all copies are printed.
  14. Click Close to exit report.

 

(Optional) Create 1099-Misc E-File

  1. Click Manage Vendors | Tools tab | Export 1099s.
  2. Click Folder Icon button and enter location and name of file to be created.
  3. Click Next.
  4. Checkmark the appropriate boxes by clicking them.
  5. Click Next.
  6. Review any errors listed and click Cancel to make corrections or click Next to proceed.
  7. Click Upload File to go to the IRS website and submit the file, OR Click Finish to exit the tool.

 

Print 1096
Click 1096 on Manage Vendors | Reports Tab and print.

 

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