Period-end tasks

To print 1099 forms

Warning:  You must print Forms W-2 and W-3, and 1099 and 1096, before closing a payroll year

The Set Up 1099s and 1096 window should be displayed.

Note:  W-2 and 1099 information is tracked using the Current Payroll Year for your company file

  1. Select "1099" in the Form field.


    The entry in the Employer ID# field is based on entries in the Company Information window. Any changes you make here will appear in the Company Information window. Click the arrow next to the company Name & Address field to view or work in the Company Information window.
  1. When all of the information in the Set Up 1099s and 1096 window is correct, click OK.


    If you haven't marked the "Always Display Advanced Filters Before Sending Forms" preference, the Review 1099 Forms Before Printing window opens. Review the list of 1099s to be printed, and decide whether you need to apply additional filters or customizations to these forms:
    If you have marked the "Always Display Advanced Filters Before Sending Forms" preference, the Advanced Filters window opens.
  1. Use the Advanced Filters window - Print 1099s and 1096 to choose whether to print forms for an individual vendor or for all vendors.


    If you choose All Vendors, you can enter identifiers and ZIP codes to restrict the list of vendors for whom 1099 forms will be printed. If you want to print forms for only vendors who were assigned 1099 status in the Credit Terms window, be sure the 1099 Vendors Only box is marked. (In most cases, this option should be marked.)
  1. Using the Selected Form field near the bottom of the window, choose the form layout you want to print.


    Warning!
    Forms that don't meet government requirements won't be accepted
    Click OK to accept the entries you've made in this window. When the Review 1099s Before Printing window appears, you can choose specific forms to print, and you can review and change information about each form you selected.
  1. Mark the forms you want to print by clicking the Print column next to them. If you don't want to print a form that's already marked for printing, click the Print column to unmark it. Click the gray box at the top of the column to select or deselect all items.


  2. If you want to review or change the amounts that will be printed on a particular vendor's 1099 form, click the arrow next to the vendor's name. When the Vendor 1099 Information window appears, make any changes you like. Then click OK to return to the Review 1099s Before Printing window.


  3. When you're ready to print the 1099 forms, click the Print button.


    A message will ask if you'd like to print Form 1096 in addition to your 1099 forms. If you would, see To print Form 1096 to learn how to set up and print your 1096. If not, the documents you've selected will be printed.
    Note:  If you see the message, "You must specify a Tax ID # for each selected vendor."
  1. After you've printed all the 1099s you need, you should always make a backup of your AccountEdge company file. Once the payroll year is closed, detailed payroll information is no longer available and 1099 forms and other reports can't be printed for that year. If you've made a backup, however, you can restore that backup and print the necessary reports.


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