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1099 processing

Process Form 1099

Before you begin

Run the following reports to verify vendor information before you process 1099 forms.
  • Vendor List – Detailed
    : To verify that vendor information is up to date, mark the
    1099 Properties
     checkbox and clear the
    Distributions and Payment Preferences
     checkbox in the Regions to Include section.
  • 1099 Activity
    : To verify 1099 types and amounts, select
    Current year
     or
    Prior year
     as the period to process in the Date section.
  • Optional:
    Verify vendor TINs with the Internal Revenue Service

Process 1099 forms

Follow these steps to process 1099 forms:
  1. Select
    Actions
    , then
    Process Payroll Tax Forms
    .
  2. Select
    1099
     as the form type, the type of 1099 you're processing, and the year.
  3. Select
    Refresh
    .
  4. Mark the checkboxes for the forms you want to include for each client, then select
    Process Selected
    .

Process 1099 forms for selected vendors

Follow these steps to process 1099 forms for selected vendors only:
  1. Select
    Actions
    , then
    Edit Payroll Tax Forms
    .
  2. Select
    1099
     as the form type, the type of 1099 you're processing, and the year.
  3. Select
    Refresh
    .
  4. Select
    Copy A
     in the
    Form
     field, then the
    Recipient Data
     tab.
  5. Right-click in the grid area and select
    Deselect all
    .
  6. Mark the checkbox for the recipient you want to process.
  7. Select
    Process Client Forms
    .
  8. In the Process Client 1099 Forms window:
    • Clear the
      Print All Recipients
       checkbox.
    • Mark the checkboxes for the forms you want to process.
    • Select the filing methods and print options for the forms.
  9. Select
    Process Selected
    .

This article applies to:

  • Product: Accounting CS
  • Subject: Payroll tax forms

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