Generating Form 1099 in Sage 100 Contractor

Follow these steps to generate Form 1099 in Sage 100 Contractor.

Open the correct company

1. Open the current company with Administrator rights.

Go to the 1099 form menu

1. Go to 4-5 Vendor 1099 Forms.

2. Select one of the following:

   • TIN Verification Form
   • Electronic 100 Consent
   • 20## 1099-NEC
   • 20## 1099-MISC
   • 20## 1099-INT
   • 20## 1099-DIV

Select the correct tax year

1. From the Year menu, select the correct year.
2. Click Run Report.

Start the 1099 Setup Wizard

1. When the 1099 Setup Wizard window appears, click Next.

Enter preparer and payer information

1. Complete Preparer Information.
2. Click Next.
3. Complete Payer Information.
4. Click Next.

Verify tax account numbers

1. On the State and Local Tax Items window, verify each item has a Tax Account Number.
2. To assign one, select the Tax Name, then click Edit.
3. Type the correct number in the tax account number box and click OK.
4. After confirming all numbers, click Next.

Select data file options

1. On the Multiple 1099 Data Files window, select the appropriate option and click Next.

Verify taxpayer identification numbers

1. In the W2/1099 Preparer window, verify each recipient’s taxpayer identification number.
2. If a number is a Federal Employer Identification Number, select the box in the Check if FEIN column.
3. Click Next Step.
4. Select the Check if FEIN box for recipients using a Federal Employer Identification Number.
5. Click Next Step.
6. Verify or edit the Name columns or select the Check if FEIN box.

Verify name, address, and tax values

1. Verify the Recipient’s Names and Addresses, then click Next Step.
2. Verify Federal Income Tax Withheld, then click Next Step.
3. Verify State Income Taxable and Tax Withheld, then click Next Step.
4. Verify the Filing State, then click Next Step.

Process 1099 and 1096 data

1. After completing all the required steps, click Next Step to begin processing your 1099 and 1096 data.
2. On the COMPLETE 1099 eFile Service screen, review the individual cost and click Next.

Choose filing or printing options

1. In the 1099 Preparer window, choose one of the following:
   • To eFile, select the correct radio button under Complete 1099 eFiling Service, then click Next.
   • To print hard copies, select Other Options, select the appropriate boxes, then click Next.
2. Select whether you want a PDF archive, then click Next.
3. Select the States to file for, then click Next.
4. Confirm your processing options and click Next.
   If you want a printed list of the planned actions, click Print.

Print final forms

1. On the Tax Forms and eFiling window, click Print Final, OK, and Next Step.
2. Continue selecting Print Final, OK, and Next Step until all forms print.