1. Open Accounts Payable, Reports, Form 1099 Tax Reporting.
2. In the Form 1099 Tax Reporting window, choose the Form to Use:
   • New for current year
   • History for prior years
3. Select one Form Type:
   • Dividend
   • Interest
   • Miscellaneous
   • Non-Employee Compensation
4. Choose the Vendor Type.
5. Select the 1099 Calendar Year (defaults from Accounts Payable Options).
6. Enter Minimum YTD Payment.
7. Confirm company info in:
   • Company Name, Address, City, State, ZIP Code, Federal ID No., Telephone, Fax
   • This info comes from Library Master, Main, Company Maintenance
8. Click Accept.

Next steps

1. The 1099 Wizard opens.
2. Click Next through each screen.
3. In the W2/1099 Preparer window, click the green arrow to complete the form.
4. Review the 1099 recipient grid.
5. Fix any errors.

Choose how to process 1099s

1. Complete 1099 eFiling Service.
2. Print and Mail Recipient Copies.
3. File Federal 1099s and 1096.
4. File State 1099s and Reconciliation Forms.
5. Online 1099s Available for all Recipients.

Other options 

• Print my Recipient 1099 Copies
• Print Federal 1099s and 1096
• Print State 1099s and Reconciliation Forms

 eFile checkbox

Checked

• 1096 and 1099 Copy A print and eFile
• Remaining 1099s print to blank 4-part forms

Unchecked

• 1096 and 1099 Copy A print as 'Official Copy'
• 1099-MISC, INT, DIV Copy A print to blank paper
• 1099-NEC Copy A prints to blank paper
• 1096 needs prints to blank paper
• Remaining 1099s print to blank 4-part forms

Final step

1. FormsViewer shows forms based on your selections.
2. First: Federal 1099 forms.
3. Click Next Step.
4. Then: Federal Form 1096.

Additional information

• If selecting to truncate the Recipient TIN, this will only happen on the printed copy
• Any PDF print or preview of the document shows the full content. It won’t cut off or truncate anything