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Prepare form 1099 (all variations)

Set up Form 1099-NEC for recipients

Accounting CS features the ability to set up forms for vendors and independent contractors who should receive a Form 1099-NEC at the end of the year. Use 1 of the following procedures to set up a Form 1099-NEC (and other applicable 1099 forms for vendors). The application stores up to 7 total years of 1099 forms.

Set up a vendor as a 1099 recipient

  1. Choose
    Setup
    , then
    Vendors
    .
  2. Add or edit a vendor record.
  3. On the
    Main
     tab, select 1099 Recipient from the
    Vendor Type
     field.
  4. Select the
    1099 Properties
     tab.
  5. In the 1099 Form Selection section, specify the type(s) of 1099 form the vendor should receive and the Boxes to which the amounts should accumulate for reporting.
  6. If you want to set a form type and box as the default when entering checks for the vendor, mark the
    Default
     checkbox.
    note
    • If each transaction requires a separate 1099 filing for the selected form, mark the
      One Form Per Transaction
       checkbox for that form.
    • To ignore the printing threshold and always print that form, mark the
      Always Print Form
       checkbox.
tip
You can import a spreadsheet to quickly set up vendors.
  • You'll need to include these columns at a minimum.
    Excel spreadsheet with columns A to L as follows: ID, Vendor Name, DBA Name, EIN/SSN, Addr Line 1, Addr Line 2, City, State, Zip, Vendor type, 1099 Form/box, 1099 Form/box. The last two columns, both headed 1099 Form/box are shown highlighted.
  • You can map the 1099 boxes in the
    Column Mappings
     screen when you import the vendors.
    Table showing 6 rows and 3 columns. The 3 columns are: Column J: Vendor Type, Column K: 1099 Form/Box, and Column L: 1099 Form/Box. The 2 column headings K and L are highlighted. The first row in Column J contains 'Vendor type' and the next 5 rows contain '1099 Recipient'
  • You can map each 1099 item to the correct form and box designation in the
    Data Mapping - 1099
     screen when you import the vendors.
    A table with 4 columns: 1099 Item, Accounting CS, Box 1, and Box 2. The last 3 of these columns is highlighed. There are 6 rows with entries showing how 1099 items are mapped.

Set up an employee as a 1099-NEC recipient (Independent Contractor)

  1. If necessary:
    1. Select
      Setup
      , then
      Payroll
       Items
    2. Add a new pay item.
    3. Select
      Nonemployee Compensation
       in the
      Special Type
       field.
  2. Select
    Setup
    , then
    Employees
     and create a new employee record with the type Independent Contractor and select a payroll item.
    note
    Only payroll items specified as special type Nonemployee Compensation or Nonemployee reimbursement are available.
  3. Select
    Enter
     to save the employee information.
    note
    All earnings entered for this employee during payroll runs will display on the 1099-NEC form when it's time to process and print 1099 forms.
  4. On the
    Payroll Items
     tab, activate any pay items in the Nonemployee compensation section.
tip
You can use spreadsheet import to quickly set up Independent Contractors. If you haven’t already done so, set up a Nonemployee Compensation payroll item. Follow the steps in our help topic: Spreadsheet import — employee data. You'll need to include, at minimum, the columns shown in the folloiwng example spreadsheet.
Excel spreadsheet with columns A to M as follows: ID, First, Last, SSN, Type, Location, Department, Addr Line 1, Address Line2, City, State, Zip, and Pay Rate.

This article applies to:

  • Product: Accounting CS
  • Tax jurisdiction: Federal
  • Subject: Payroll tax forms,Setup

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