This article applies to:

Product: Accounting CS
Subject: Payroll tax forms

Process Form 1099

Before you begin

Run the following reports to verify vendor information before you process 1099 forms.

Vendor List – Detailed
: To verify that vendor information is up to date, mark the 1099 Properties
checkbox and clear the Distributions and Payment Preferences
checkbox in the Regions to Include section.

1099 Activity
: To verify 1099 types and amounts, select Current year
or Prior year
as the period to process in the Date section.

Optional: Verify vendor TINs with the Internal Revenue Service

note

IRS regulations made on 23 February 2023 reduce the threshold for filing certain information returns electronically. For more information, refer to the related content link.

Process 1099 forms

Follow these steps to process 1099 forms:

Select Actions
, then Process Payroll Tax Forms
.

Select 1099
as the form type, the type of 1099 you're processing, and the year.

Select Refresh
.

Mark the checkboxes for the forms you want to include for each client, then select Process Selected
.

note

You can use the options in the Form Selection section to filter clients.

Process 1099 forms for selected vendors

Follow these steps to process 1099 forms for selected vendors only:

Select Actions
, then Edit Payroll Tax Forms
.

Select 1099
as the form type, the type of 1099 you're processing, and the year.

Select Refresh
.

Select Copy A
in the Form
field, then the Recipient Data
tab.

Right-click in the grid area and select Deselect all
.

Mark the checkbox for the recipient you want to process.

Select Process Client Forms
.

In the Process Client 1099 Forms window:

Clear the Print All Recipients
checkbox.

Mark the checkboxes for the forms you want to process.

Select the filing methods and print options for the forms.

Select Process Selected
.

note

Select Setup
, Vendors
, then the 1099 Properties
tab. If the Always Print Form
checkbox is marked, a 1099 form will print for the vendor regardless of any other settings.