Completing a Pre-Processing Review

Open the account you want to complete a pre-processing review for.

Select the

Information Returns

main topic. The

Information Returns

main topic also includes the

Recipient Errors

and

UnMatched Disbursements

subtopics. You can select these subtopics to review and correct recipient errors or match unmatched disbursements.

Under the

Existing 1099 Recipient Summary

collapsible section, select the form type you want to review from the

Form Type

drop-down list then select

Search

to display the list of recipients in the grid.

Select the

Taxpayer ID

link for the recipient you want to review. The pre-processing review page for the recipient displays. You can now open each collapsible section to review the recipient information, payer information, copy-to information and the details for each IRS form line for the recipient. If necessary, you can change the recipient information, copy-to information and the form details. To change the payer information, you must change your payer information reporting controls.

The following table describes how the form details are displayed for each form type:

Select

Save

.