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This article applies to:

  • Product: Accounting CS
  • Subject: Payroll tax forms

Verify client and recipient 1099 information

To ensure complete and accurate 1099 information for your clients and recipients before processing the forms, follow these steps.
  1. Select
    Setup
     then
    Clients
    .
  2. In the
    Main
     tab, make sure you've entered each client’s Employer Identification Number (EIN).
  3. In the
    Payroll Taxes
     tab, confirm that you've entered all state withholding IDs.
  4. In the
    1099 Forms
     tab, review the filing method and settings for each 1099 form type. If needed, enter a custom threshold amount to override the default printing threshold for each 1099 form type for your client.
  5. Within the same tab, mark the checkbox to send Independent Contractor 1099s at print time to Employee Self Service or WorkforceHub.
  6. Set up your 1096 signature information here. You can also choose to suppress or remove the date from the 1096 form’s signature area.
  7. Go to
    File
    Print Reports
    , expand the
    Payroll
     folder, and run the
    Employee Earnings
     report. For
    Regions to Include
    , select
    Missing/Invalid W-2 Information
    . In the
    Employee
     tab of the
    Filtering and Sorting
     section, select
    Type > is > Independent Contractor
    . Review and correct any incomplete or inaccurate information.
  8. Run the
    Vendor List – Condensed
     report. In the
    Vendor
     tab of the
    Filtering and Sorting
     section, select
    Type > is > 1099 Recipient
    . Check the information and make corrections as necessary.
  9. Generate the
    1099 Activity
     report to review all related transactions.
  10. Select
    Actions
    , then
    Verify SSN/TIN
     to confirm employee Social Security numbers and vendor taxpayer identification numbers.
  11. In the
    Print Options
     window of the
    Actions
    Process Payroll Tax Forms
     screen, verify your 1099 printing preferences.
  12. Place your order for 1099 forms.

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