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1099 processing

Enter data for Form 1099-NEC

Use the following list during Form 1099 data entry. The list includes every box on Form 1099 Nonemployee Compensation, and the location of the data in Accounting CS.
important
Amounts from checks with a date in 2020 or later will transfer to the 1099-NEC form automatically. Any checks with a 2019 or earlier date will transfer to the 1099-MISC.
Form 1099-NEC field or line
Data location in Accounting CS
Field in Accounting CS
Notes
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no.
Select
Setup
,
Clients
, then the
Main
 tab.
Business address line 1
If the client has separate mailing and taxing addresses, make sure that the address that should appear on this form is entered as the business address.
PAYER’S TIN
Select
Setup
,
Clients
, then the
Main
 tab.
EIN/SSN
N/A
RECIPIENT’S TIN
Select
Setup
,
Vendors
, then the
Main
 tab.
EIN/SSN
N/A
RECIPIENT’S name
Select
Setup
,
Vendors
, then the
Main
 tab.
Vendor name
N/A
Street address (including apt. no.)
Select
Setup
,
Vendors
, the
Main
 tab, then
Business address
.
Business address line 1
Business address line 2
If the vendor has separate mailing and taxing addresses, make sure that the address that should appear on this form is entered as the mailing address.
City or town, state or province, country, and ZIP or foreign postal code
Select
Setup
,
Vendors
, the
Main
 tab, then
Business address
.
City
State
ZIP
Country
If the foreign state or country isn't available in the dropdown, select
Actions
, then
Edit Payroll Tax Forms
 to override this information.
Box 1. Nonemployee compensation
Select
Actions
,
Enter Transactions
,
Check
, then the
Distributions
 tab.
1099 dropdown
Select a 1099 item from the dropdown that contains box 1.
Go to
Actions
,
Enter Transactions
, then the
Distributions
 tab. Select a 1099 form, then
Details
 to enter additional information.
Go to
Actions
,
Edit Payroll Tax Forms
, then the
Recipient Data
 tab to override 1099 data.
Box 2. Direct sales indicator
Select
Actions
,
Enter Transactions
,
Check
, then the
Distributions
 tab.
1099 item
Select the ellipsis next to the 1099 item and mark the
Direct sales indicator
 checkbox.
Box 3
N/A
N/A
N/A
Box 4. Federal income tax withheld
Select
Actions
,
Enter Transactions
,
Check
, then the
Distributions
 tab.
N/A
Select a 1099 item from the dropdown that contains box 4.
Go to
Actions
,
Enter Transactions
, then the
Distributions
 tab. Select a 1099 form, then
Details
 to enter additional information.
Go to
Actions
,
Edit Payroll Tax Forms
, then the
Recipient Data
 tab to override 1099 data.
Box 5. State tax withheld
Select
Actions
,
Enter Transactions
,
Check
, then the
Distributions
 tab.
N/A
Select a 1099 item from the dropdown that contains box 5.
Go to
Actions
,
Enter Transactions
, then the
Distributions
 tab. Select a 1099 form, then
Details
 to enter additional information.
Go to
Actions
,
Edit Payroll Tax Forms
, then the
Recipient Data
 tab to override 1099 data.
Box 6. State
Select
Setup
,
Clients
, the
Main
 tab, then
Locations
..
Withholding state abbreviation
Accounting CS populates the state based on the client's primary location. If there are multiple state locations, Accounting CS uses the state of the vendor's address. If the vendor is in a different state than the client, the client's primary location is used. To add additional states (and their withholding ID), select
Actions
,
Edit Payroll Tax Forms
, the
Client Data
 tab, and go to the State Numbers section.
Box 6. Payer’s state no.
Select
Setup
,
Clients
, then the
Payroll Taxes
 tab.
Withholding ID
Accounting CS uses the client's state withholding ID based on the populated state. See Box 6. State.
Box 7. State income
Select
Actions
,
Enter Transactions
,
Check
, then the
Distributions
 tab.
1099 dropdown
Select a 1099 item from the dropdown that contains box 7.
Go to
Actions
,
Edit Payroll Tax Forms
, then the
Recipient Data
 tab to override 1099 data.
Account number (see instructions)
System Calculated field
N/A
The application adds a unique account number to the
Account number
 field on Form 1099 to track any Form 1099 corrections. This field can't be overridden on the form with another account number.
Per the IRS general instructions for certain information returns, the account number may be a required field. Accounting CS adds a unique number to this field automatically for filing purposes.
2nd TIN not.
Select
Actions
,
Enter Transactions
,
Check
, then the
Distributions
 tab.
1099 item
Select the ellipsis next to the 1099 item and mark the
2nd IRS notification incorrect recipient TIN
 checkbox.
Go to
Actions
,
Enter Transactions
, then the
Distributions
 tab. Select a 1099 form, then
Details
 to enter additional information.
Go to
Actions
,
Edit Payroll Tax Forms
, then the
Recipient Data
 tab to override 1099 data.

This article applies to:

  • PRODUCT: Accounting CS
  • Subject: Payroll tax forms

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