Summary
Description
Starting with release 2023.0, the older method of printing 1099 and 1096 forms from the Forms menu is no longer available. The good news is that all customers with an active plan will be able to access 1099/1096 forms via Aatrix to stay compliant with the newest tax form updates. See the table below for changes and how this will apply to you.
For information on printing 1099-K forms, see 1099-K related changes in Sage 50 Release 2023.
Resolution
CAUTION: Sage Customer Support cannot assist with issues related to third-party products or enhancements, hardware, report customizations, state or federal tax-related questions, or specific accounting questions. Refer to our Scope of Support document for details. For assistance, contact your Sage business partner, network administrator, or accountant.
| Which forms should I purchase? Note: Forms are available from Harland & Clark at www.sagechecks.com/estore | Visit Which tax forms should I order for year end?
| Visit Changes to 1099 and 1096 printing/efiling in release 2023
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You can order all forms by calling 1-800-617-3224 or visit www.sagechecks.com/estore.
Coming soon: Aatrix eFIle plan.
1099/1096 forms needed to print from Aatrix:
| Form Type | Federal 1099 | Federal 1096 | Payer, Recipient, and State* | Instructions** |
| eFile 1099-NEC | Record Copy (plain paper) | Record Copy (plain paper) | Blank Perforated 4-Part (4-up) without backer | Plain paper |
| Printed 1099-NEC | Plain paper
| Plain paper | Blank Perforated 4-Part (4-up) without backer | Plain paper |
| eFile 1099-Misc | Record Copy (plain paper) | Record Copy (plain paper) | Blank Perforated 4-Part (4-up) without backer | Plain paper |
| Printed 1099-Misc | Plain paper | Plain paper | Blank Perforated 4-Part (4-up) without backer | Plain paper |
| eFile 1099-INT | Record Copy (plain paper) | Record Copy (plain paper) | Blank Perforated 4-Part (4-up) without backer | Plain paper |
| Printed 1099-INT | Plain paper | Plain paper | Blank Perforated 4-Part (4-up) without backer | Plain paper |
| eFile 1099-K | Record Copy (plain paper) | Record Copy (plain paper) | Blank Perforated 4-Part (4-up) without backer | Plain paper |
| Printed 1099-K | Plain paper | Plain paper | Blank Perforated 4-Part (4-up) without backer | Plain paper |
*Payer record copies can be printed to plain paper
**1099 Instructions: The instructions are printed on plain paper and distributed with the recipient copies.
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