Sort W‑2, 1095, and 1099 Forms Using the Sort Field
Description
Cause
Resolution
Sort W‑2 and 1095 forms
The Sort field in Payroll, Main, Employee Maintenance populates the Sort Text column in the W‑2 grid and the GROUP ID column in ACA Preparer.
Open Payroll, Main, Employee Maintenance.
In the Sort field, enter a sort code.
This user-defined field provides an additional sorting method for employee reports.
Most Payroll reports support sorting by employee number, Social Security number, or name.
The Sort field lets you use a custom code instead.
A common example is a work classification code.
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Sort records in the W‑2 grid
Open the W2 grid.
Right-click the Sort Text column heading.
Select Sort rows by "Sort Text".
Sort records in ACA Preparer
Open ACA Preparer.
Go to the Employee Contact Information step.
In the upper-left grid, right-click the GROUP ID column heading.
Select Sort rows by "GROUP ID".
1099 forms
The "Sort Field" located in Vendor Maintenance is pulled into the 1099 grid in the "Sort Text" field
Open Accounts Payable, Main, Vendor Maintenance
Select applicable venodr from look up
Click on the Additional tab, in the Printing section in the Sort field, type the information to use to sort reports (this is a user defined field). This field provides an additional method of sorting vendor information on reports. For example, you can enter an abbreviation of the vendor name in this field for alphabetic sorting, or you can enter an abbreviation of the vendor's industry to sort reports by similar types of businesses.
Sort records in the 1099 grid
Open the 1099 grid.
Right-click the Sort Text column heading.
Select Sort rows by "Sort Text".
Alternative sorting option
You can sort by any available column in the W‑2, ACA Preparer, or 1099 grids.
Right-click the desired column heading.
Select Sort rows by the selected column.
TIP:
Use consistent sort codes across employees or vendors to group related records together.
