1099 Properties tab on the Vendors screen

Fields and buttons — 1099 Form Selection

Select the forms and box numbers as appropriate for the client. To delete a selection in an individual field, use the

Backspace

or

Delete

key on your keyboard. To delete an entire row, select the

Delete

 button.

Form Selection

All supported 1099 forms are available in the drop-down list. Select the appropriate 1099 form from the drop-down list.

Box, then Description (1)

All box numbers relating to the selected 1099 form are available for selection, omitting any box selected on the same row for the second

Box

field. From the drop-down list, select the box number for which to track transaction totals. The description for the selected box number automatically displays in the Description column.

Box, then Description (2)

All box numbers relating to the selected 1099 form are available for selection, omitting any box selected on the same row for the first

Box

field. From the drop-down list, select the box number for which to track transaction totals. The description for the selected box number automatically displays in the Description column.

Default.

Mark this checkbox to indicate that the 1099 and box selection is the default to be used for this vendor's transactions. It is not necessary to mark this checkbox, but only one can be marked at a given time - if you mark a second checkbox, the first is unmarked automatically.

One Form Per Transaction.

Marking this checkbox indicates that each transaction will require a separate 1099 filing for the selected form.

When this checkbox is marked, the

One form per transaction

checkbox will be marked by default in the Form 1099 Details dialog (available from the Enter Transactions screen).

Always Print Form.

Mark this checkbox if you want to print the selected 1099 form even if it exceeds printing, client, or transactional override thresholds and even if it contains zero amounts.

note

The

Always Print Form

checkbox applies to any consolidated 1099 form (and all boxes on the form) for which it is marked. If a vendor is set up to use multiple 1099 form/box number combinations for the same 1099 form, all information will print if this checkbox is marked on any of the 1099 items. However, if the One Form Per Transaction checkbox is also marked, then the Always Print Form checkbox will affect the transactions using that specific form/box number combination.

Navigation and Delete buttons.

You can use the Delete button to delete items and the Up button and Down  buttons to move rows in the grid.