CAUTION: 

• The system stores ONE history file per Period (year)
• Every time you make a change and save the report, Enhanced Tax Reporting updates the history file with the new information
• Anytime you generate or reprint a report, the history file will reflect the information from the most recent history record

To save a DRAFT copy

1. In the Enhanced Tax Reporting Preparer (W-2/1099 Preparer or the grid), select File, Save.
2. To save work in progress and return later, select File, Save.  Changes while in the Preparer will save with a Draft Status.
3. Select Yes to the prompt “Do you want to save your information as a work-in-progress to be accessed the next time you return?"

To save a RECORD copy

• After you eFile or print the final copy, the program saves it to the history file with a Record status

 NOTE: If you select to print the Payer copy but don't print it, the form is available to print on reprint. 

To access saved 1099s

• Go to AP, Vendors, 1099 Processing and select Open saved 1099s then OK.
• Previous saved files will display on the Open Report window.
  • View, print, or edit existing reports in Draft, work-in-progress, printed, or eFiled status
• Select the saved file and choose the option you want to perform.
  • View/Print - displays past actions taken for the filing and allows printing of that list
  • Edit – displays the History File Option screen to reprint, process other reports, correct the filing, or start over
  • Remove – not applicable. If selected, it flags “Report XXXXXX cannot be removed”
  • Setup - brings up the Company Setup Wizard to make changes

What W-2, W-3, and 1099 forms do I order?
1099 processing FAQ
Print the previous year's 1099 after closing the year