NOTE: Supplemental fields from the Card Information window and Supplemental fields from the Company Information window can also be used on this form. The amount entered on the transaction. Amounts up to and including 99,999.99 are printed in words; larger amounts are printed in numeric form. Stub Layout—Regular
Supplemental fields from the Company Information window can also be used on this form. Stub Layout—Payable
NOTES: If you choose the Laser Check form, these fields appear twice — once for each stub.Supplemental fields from the Company Information window can also be used to customize this form. Invoice Debit Memos With Label Invoice Discounts With Label PO # The entry in the Purchase # field on the bill PO # With Label The entry in the Purchase # field on the bill with the label “Purchase”. The entry in the Vendor Inv # field on the bill The entry in the Vendor Inv # field on the bill with the label “Invoice #”Stub Layout—Refund
Invoice # Stub Layout—Paycheck
Supplemental fields from the Applied Payment Details window can also be used to customize this form. The American Bankers Association (ABA) number assigned to the bank where your payroll account is located. (Also known as Routing Tranis Number or ABA number.) Lists the deduction amounts for each category — shown as positive numbers The payroll categories applicable to each allocation line. Only those categories with an amount for this paycheck or an amount in the YTD (year-to-date) column will print. Type of payroll category — Wages, Deductions, Accruals, Taxes, Employer Expenses The sum of the Pay History amounts applied to each category listed on the paycheck. For accruals, the amount includes YTD and carry-over amounts.Note: The category must be included on the paycheck or the YTD amount will not appear.Invoice—ServiceInvoice—ItemInvoice—ProfessionalInvoice—Time Billing
NOTE: Supplemental fields from the Card Information window and Supplemental fields from the Company Information window are also available to customize this form. Amount + tax The amount of the line item plus the amount of tax for the line item The authorization code entered on a credit card transaction using the Applied Payment Detail window Amount of the sale including tax and freight charges minus any payments that may have been applied, that is, the amount that appears in the Balance Due field of the sale.When the preference I include Items on Time Billing Invoices is marked, freight can be included on the Time Billing invoice layout, and the data in this field will include any freight charges entered. Description/Backordered Label The freight amount entered on the sale. When the preference I include Items on Time Billing Invoices is marked, this field appears on the Time Billing invoice layout. Invoice # The address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view Activity number from the Activity Information window — Profile view or the Item number from the Item Information window — Profile view. When the preference I include Items on Time Billing Invoices is marked, item numbers can appear in this field. The amount of the sale including tax and freight charges (but not including any payments that may have been applied). Amounts up to and including 99,999.99 are printed in words; larger amounts are printed in numeric form. The payment method selected when entering a payment for the sale. This field won’t print if more than one payment has been applied to the sale. The shipping method entered on the transaction. When the preference I include Items on Time Billing Invoices is marked, this field can appear on the Time Billing invoice layout. The shipping address entered on the transaction. When the preference I include Items on Time Billing Invoices is marked, this field can appear on the Time Billing invoice layout. Subtotal + tax Includes the subtotal amount plus the tax on the subtotal The total of the line item amounts on the sale — no tax included The total of the line items plus tax and freight charges. (Doesn’t reflect any payments that may have been applied.) When the preference I include Items on Time Billing Invoices is marked, freight can be entered on the Time Billing invoice layout, and this total will include any freight charges entered. Labels—Service
NOTE: Supplemental fields from the Card Information window and Supplemental fields from the Company Information window are also available to customize this form. Invoice # Labels—Item
NOTE: Supplemental fields from the Card Information window and Supplemental fields from the Company Information window are also available to customize this form. The entry in the Customer PO # field on the transaction Invoice # Labels—Professional
NOTE: Supplemental fields from the Card Information window and Supplemental fields from the Company Information window are also available to customize this form. Invoice # The address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view Labels—Time Billing
NOTE: Supplemental fields from the Card Information window and Supplemental fields from the Company Information window are also available to customize this form. The entry in the Customer PO # field on the transaction The address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view Packing Slip—ServicePacking Slip—ItemPacking Slip—ProfessionalPayment Notification—Pay Bills
NOTE: More data fields are available to customize this form: Finance Charges—Label The name of the account selected in the transaction window (Pay Bills, Spend Money or Credit Refund) The number of the account selected in the transaction window (Pay Bills, Spend Money or Credit Refund) Payment Notification—Spend Money
NOTE: More data fields are available to customize this form:
· Supplemental fields from the Company Information window The name of the account selected in the transaction window (Pay Bills, Spend Money or Credit Refund) The number of the account selected in the transaction window (Pay Bills, Spend Money or Credit Refund) Payment Notification—Credit Refund
NOTE: More data fields are available to customize this form: The name of the account selected in the transaction window (Pay Bills, Spend Money or Credit Refund) The number of the account selected in the transaction window (Pay Bills, Spend Money or Credit Refund) Statements—Invoice
NOTE: Supplemental fields from the Card Information window and Supplemental fields from the Company Information window are also available to customize this form. None. The basic form layout provides only a text title here, allowing you to present this portion of the statement to your customer as a remittance stub. Your customer may enter a remittance amount on the horizontal line below this text. The entry in this field depends on your selections for Aging in the Reports & Forms view of the Preferences window.If you selected Daily Aging, a number of days is displayed. The field displays the greatest number of days an invoice can be overdue for the 1st Period. For example, if “30 Days” is the entry in the Period 1 field, this entry is the title for amounts that are overdue 1 to 30 days. (Overdue amounts appear in the Period 1 data field.)If you selected Monthly Aging and Identify by Month Names, the name of the month previous to the current month is displayed; this entry represents the month in which the invoice became overdue.If you selected Monthly Aging and Identify by Month Numbers, the entry is 1 Month; this entry is the title for how many months the invoice is overdue. The entry in this field depends on your selections for Aging in the Reports & Forms view of the Preferences window.If you selected Daily Aging, a number of days is displayed. The field displays the greatest number of days an invoice can be overdue for the 2nd Period. For example, if “60 Days” is the entry in the Period 2 field, the entry is the title for amounts that are 31 to 60 days overdue. (Overdue amounts appear in the Period 2 data field.)If you selected Monthly Aging and Identify by Month Names, the name of the month that is two months previous to the current month is displayed; the entry represents the month in which the invoice became overdue.If you selected Monthly Aging and Identify by Month Numbers, the entry is 2 Months; this entry is the title for how many months the invoice is overdue. The entry in this field depends on your selections for Aging in the Reports & Forms view of the Preferences window.If you selected Daily Aging, a number of days is displayed. The field displays the greatest number of days an invoice can be overdue for the 3rd Period. For example, if “60+ Days” is the entry in the Period 3 field, the entry is the title for amounts that are overdue more than 60 days. (Overdue amounts appear in the Period 3 data field.)If you selected Monthly Aging and Identify by Month Names, the name of the month that is three months previous to the current month is displayed; the entry represents the period in which the invoice became overdue.If you selected Monthly Aging and Identify by Month Numbers, the entry is 2+Months; this entry is the title for how many months the invoice is overdue. Amount of the sale including tax and freight charges minus any payments that may have been applied. This is the amount that appears in the Balance Due field of the sale. The address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view The symbol for the currency entered in the Company Information window — Profile view — for the customer. (To view the currency symbol that will appear, see the Currency Information window.) The date shown in your MYOB system; the date the statement is printed and on which any finance charges will be applied to an outstanding balance. The total of the balance due amounts that isn’t past the payment due date. The amount is calculated using the terms that appear in the Terms field of each invoice. Finance Charges—Label Invoice # Payments—All Types Payments—Credits Applied Payments—Discounts Applied Payments—Received Payments The total amount overdue in the 1st Aging Period. This amount is calculated using the terms that appear in the Terms field of each invoice. (For information about the 1st Aging Period, see that field’s information in this table.) The total amount overdue in the 2nd Aging Period. This amount is calculated using the terms that appear in the Terms field of each invoice. (For information about the 2nd Aging Period, see that field’s information in this table.) The total amount overdue in the 3rd Aging Period. This amount is calculated using the terms that appear in the Terms field of each invoice. (For information about the 3rd Aging Period, see that field’s information in this table.) The total amount due on the open invoices plus the amount of finance charges, if any. Finance charges are added to the amount due only if you’ve marked Add Finance Charges to Amount Due in the Advanced Filters window. Statements—Activity
NOTE: Supplemental fields from the Card Information window and Supplemental fields from the Company Information window are also available to customize this form. None. The basic form layout provides only a text title here, allowing you to present this portion of the statement to your customer as a remittance stub. Your customer may enter a remittance amount on the horizontal line below this text. The entry in this field depends on your selections for Aging in the Reports & Forms view of the Preferences window.If you selected Daily Aging, a number of days is displayed. The field displays the greatest number of days that an invoice can be overdue for the 1st Period. For example, if “30 Days” is the entry in the Period 1 field, the entry is the label for amounts that are overdue 1 to 30 days. (Overdue amounts appear in the Period 1 data field.)If you selected Monthly Aging and Identify by Month Names, the name of the month previous to the current month is displayed; the entry represents the month in which the invoice became overdue.If you selected Monthly Aging and Identify by Month Numbers, the entry is 1 Month; this entry is the label for how many months the invoice is overdue. The entry in this field depends on your selections for Aging in the Reports & Forms view of the Preferences window.If you selected Daily Aging, a number of days is displayed. The field displays the greatest number of days an invoice can be overdue for the 2nd Period. For example, if “60 Days” is the entry in the Period 2 field, the entry is the label for amounts that are overdue 31 to 60 days. (Overdue amounts appear in the Period 2 data field.)If you selected Monthly Aging and Identify by Month Names, the name of the month that is two months previous to the current month is displayed; this entry represents the month in which the invoice became overdue.If you selected Monthly Aging and Identify by Month Numbers, the entry is 2 Months; this entry is the label for how many months the invoice is overdue. The entry in this field depends on your selections for Aging in the Reports & Forms view of the Preferences window.If you selected Daily Aging, a number of days is displayed. The field displays the greatest number of days an invoice can be overdue for the 3rd Period. For example, if “60+ Days” is the entry in the Period 3 field, the entry is the label for amounts that are overdue more than 60 days. (Overdue amounts appear in the Period 3 data field.)If you selected Monthly Aging and Identify by Month Names, the name of the month that is three months previous to the current month is displayed; this entry represents the period in which the invoice became overdue.If you selected Monthly Aging and Identify by Month Numbers, the entry is 2+Months; this entry is the label for how many months the invoice is overdue. Amount of the sale including tax minus any payments that may have been applied. This is the amount that appears in the Balance Due field of the sale. Amount of the sale including tax and freight charges minus any payments that have been applied. This is the amount that appears in the Balance Due field of each sale. The address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view The symbol of the currency entered in the Company Information window — Profile view for this customer. (To view the currency symbol that will appear, see the Currency Information window for that currency.) The total balance due that isn’t past the payment due date. The amount is calculated using the terms that appear in the Terms field of each invoice. Finance Charges—Label The total amount overdue in the 1st Aging Period. This amount is calculated using the terms that appear in the Terms field of each invoice. (For information about the 1st Aging Period, see that field’s information in this table.) The total amount overdue in the 2nd Aging Period. This amount is calculated using the terms that appear in the Terms field of each invoice. (For information about the 2nd Aging Period, see that field’s information in this table.) The total amount overdue in the 3rd Aging Period. This amount is calculated using the terms that appear in the Terms field of each invoice. (For information about the 3rd Aging Period, see that field’s information in this table.) The date shown in your MYOB system; this is the date on which finance charges (if any) are applied to any outstanding balance The total amount due on all charges plus the amount of finance charges, if any. Finance charges are added to the amount due only if you’ve marked Add Finance Charges to Amount Due in the window. The total amount due on all charges plus the amount of finance charges, if any. Finance charges are added to the amount due only if you’ve marked Add Finance Charges to Amount Due in the Advanced Filters window.
NOTE: Supplemental fields from the Card Information window are also available to customize this form. The address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view Purchase Order—Service
NOTE: Supplemental fields from the Card Information window and Supplemental fields from the Company Information window are also available to customize this form. Amount of purchase including tax and freight charges minus any payments that may have been applied. This is the amount that appears in the Balance Due field of the purchase. The freight amount entered on the transaction Includes the freight amount plus the tax on the freight Includes the freight amount plus the Tax on the freight The address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view The amount of the purchase including tax and freight charges (but not including any payments that may have been applied). Amounts up to and including 99,999.99 are printed in words; larger amounts are printed in numeric form. Purchase # Purchase Status The status of the purchase at the time it is printed — Bill, Order or Quote The total of the line item amounts on the purchase (no tax included) Subtotal + tax Includes the subtotal amount plus the tax on the subtotal Tax Code—Freight An X is printed if the freight entered on the transaction is taxed. The total of the line items plus tax and freight charges. Doesn’t reflect any payments that may have been applied. Vend Inv # The entry in the Vendor Inv # field on the transactionPurchase Order—Item
NOTE: More data fields are available to customize this form: Amount of the purchase including tax and freight charges minus any payments that may have been applied. This is the amount that appears in the Balance Due field of the purchase. Description/Backordered Label The description of each line item entered on the transaction. The text “Backordered” appears above the line items that are entered in the Backorder column. Includes the freight amount plus the Tax on the freight The address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view The number of the item entered on the purchase, which is the number for the item entered in the Item Information window The amount of the purchase including tax and freight charges (but not including any payments that may have been applied). Amounts up to and including 99,999.99; for larger amounts, the amount will print in numeric form. Purchase # Purchase Status The status of the purchase at the time it is printed — Bill, Order or Quote The total of the line item amounts on the purchase (no tax included) Subtotal + tax Includes the subtotal amount plus the tax on the subtotal Tax Code—Freight The total of the line items plus tax and freight charges. (Doesn’t reflect any payments that may have been applied.) The entry in the Selling Unit of Measure field in the Selling Details view of the Item Information window for the line item The number entered in the Vendor Item Number field found in the Buying Details view of the Item Information window Vend Inv # The entry in the Vendor Inv # field on the transaction You may add another text field below this heading to display the name of the salesperson responsible for this purchase.Purchase Order—Professional
NOTE: Supplemental fields from the Card Information window and Supplemental fields from the Company Information window can also be used to customize this form. Amount of the purchase including tax minus any payments that may have been applied. This is the amount that appears in the Balance Due field of the purchase. The address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view Original Amount in English The amount of the purchase including tax (but not including any payments that may have been applied). Amounts up to and including 99,999.99 will print in words; larger amounts will print in numeric form. Purchase # Purchase Status The status of the purchase at the time it is printed — Bill, Order or Quote The total of the line item amounts on the purchase (no tax included) Subtotal + tax Includes the subtotal amount plus the tax on the subtotal Tax Code—Freight The following fields appear on the W-2 form. The federal government requires that certain fields must be completed on all W-2s. These fields are designated “Required” in the table below. Entries are required in “Optional” fields only for special reporting purposes.For more information about preparing and filing this form, consult your accountant or visit the Internal Revenue Service website.
a. Control number The Control No. (if any) entered on the Set Up W-2s window.NOTE: This number cannot exceed 19 characters. b. Employer identification number: Federal Tax ID # The Federal Tax ID (EIN) entered in the Company Information window c. Employer’s name, address and ZIP code: Employer’s Name & Address The Company Name and Address information entered in the Company Information window d. Employee’s social security number The employee’s Social Security number, as entered in the Payroll Information window e. and f. Employee’s name and address: First Name and Last Name only; no address field The employee’s name and address information, as entered in the Card Information window 1. Wages, tips, other compensation The total taxable wages (including any tips) paid to this employee 2. Federal income tax withheld The total federal income tax withheld from this employee’s wages 3. Social security wages The total wages from which Social Security tax was withheld for this employee 4. Social security tax withheld The total amount of Social Security tax withheld from this employee’s wages 5. Medicare wages and tips The total wages from which Medicare tax was withheld (this amount includes any applicable tips.) 6. Medicare tax withheld The total amount of Medicare tax withheld from this employee’s wages 7. Social security tips The total amount of tip income from which Social security tax was withheld for this employee 8. Allocated tips The total amount of tips allocated for this employee; calculated from paycheck entries. 9. Advance EIC payment The amount of any Advance Earned Income Credit paid to this employee, if any; calculated from your payroll entries 10. Dependent care benefits Amount of any pre-tax deductions by this employee for dependent care expenses 11. Nonqualified plans Amount distributed to this employee from a nonqualified deferred compensation plan 12a. (Box 12, Line 1 $ amt.) The amount (if any) specified for Line 1 of Box 12 on the Set Up W-2s window 12a. (Box 12, Line 1 Code) The code for the type of deduction or payment, if an entry was specified for Line 1 of Box 12 on the Set Up W-2s window The amount (if any) specified for Line 2 of Box 12 on the Set Up W-2s window 12b. (Box 12, Line 2 Code) The code for the type of deduction or payment, if an entry was specified for Line 2 of Box 12 on the Set Up W-2s window 12c. (Box 12, Line 3 $ amt.) The amount (if any) specified for Line 3 of Box 12 on the Set Up W-2s window 12c. (Box 12, Line 3 Code) The code for the type of deduction or payment, if an entry was specified for Line 3 of Box 12 on the Set Up W-2s window 12d. (Box 12, Line 4 $ amt.) The amount of the deduction (if any) specified for Line 4 of Box 12 on the Set Up W-2s window 12d. Box 12, Line 4 Code The code for the type of deduction or payment, if an entry was specified for Line 4 of Box 12 on the Set Up W-2s window 13. (Checkboxes) These boxes are checked automatically if you have designated the employee as any of the following:
— statutory
— a participant in a qualified retirement plan
— a recipient of third-party sick pay. The amounts (if any) specified for Lines 1—4 of Box 14 on the Set Up W-2s windowThe code for the type of deduction or payment, if an entry was specified for Line 1 of Box 14 on the Set Up W-2s window 15. State Code and Employer’s state I.D. number The two-letter State Code and Payroll Tax ID Number entered on the General Payroll Information window 16. State wages, tips, etc. The total wages from which state income taxes were withheld for this employee 17. State income tax The total state income tax that was withheld for this employee 18. Local wages, tips, etc. The total wages from which local income taxes were withheld for this employee 19. Local income tax The total local income tax that was withheld for this employee 20. Locality name The name of the locality for which local income taxes were withheld, as entered on the Employee Payroll Information window The following fields appear on Form W-3. The Federal government requires that certain data must appear in fields on all W-3s. These entries are designated “Required” in the table below. Entries in “Optional” fields are required only for special reporting purposes. For more information about preparing and filing this form, consult your accountant or visit the Internal Revenue Service website.
a. Control number: Control # The optional Control No. entered on the Set Up W-3 window.NOTE: This number cannot exceed 19 characters. b. Kind of Payer An X automatically appears in the appropriate box to indicate which type of W-2 you are submitting with this W-3. The W-2 type is determined by the kind of form you use to submit payroll taxes. Choices are: 941, Military, 943, CT-1, Hshld. emp., Medicare govt. emp., Third-party sick payOnly one box can be marked unless the second marked box is “Third-party sick pay.” If you have more than type of W-2, you must file each type with a separate Form W-3. OS9: An X automatically appears in this box to indicate that you file Form 941. c. Total Number of Forms W-2 d. Establishment number The code number (if any) for the business establishment reported on this W-3; derived from the entry on the Set Up W-3 Forms window.NOTE: You may file a separate W-3 for each establishment in your business, even if they all have the same EIN. e. Employer identification number: Federal Tax ID # The Federal Tax ID (EIN) entered in the Company Information window.NOTE: Changing the Employer ID # entry on the Set Up W-2s window will change the Federal Tax ID in the Company Information window. f. Employer’s name: Company Name The company name entered in the Company Information window g. Employer’s address and ZIP code: Company Address The company address entered in the Company Information window h. Other EIN Used This Year If your company used a different Employee Identification Number (including the EIN of a previous business owner) during this payroll year, it will appear here (as entered on the Set Up W-3 window). 1. Wages, tips, other compensation The total amount of wages, tips and other compensation in this payroll year for all employees whose W-2s are covered by this W-3 2. Federal income tax withheld The total amount of federal income tax withheld from wages, as reported on W-2s for all employees designated for this W-3 3. Social Security wages The total amount of wages from which Social Security tax was withheld for all employees represented on this W-3 4. Social Security tax withheld The total amount of Social Security tax withheld from all employee compensation represented by this W-3 5. Medicare wages and tips The total amount of wages from which Medicare tax was withheld during this payroll year 6. Medicare tax withheld The total amount of Medicare tax withheld from all employees designated for this W-3 in the Review W-3 Before Printing window 7. Social security tips The total amount of tip income from which Social security tax was withheld for all employees represented on this W-3. 8. Allocated tips The aggregate amount of allocated tips entered for all employees represented by this W-3 9. Advance EIC payments The aggregate amount of advance EIC payments made to all employees represented on this W-3. 10. Dependent care benefits Aggregate amount of any pre-tax deductions for dependent care expenses, for all employees designated for this W-3. 11. Nonqualified plans Aggregate amount paid to all employees represented on this W-3 from nonqualified deferred compensation plans 12. Deferred compensation Total amount of deferred compensation (W-2 codes D—H and S) paid to employees, as determined by designations on individual W-2s 13. For Third-Party Sick Pay use only: Third-Party Sick Pay Recap If you are filing Forms W-2 and W-3 to recap employees’ third-party sick pay information, this box must state “Third-Party Sick Pay Recap.” 14. Income tax withheld by payer of third-party sick pay Total amount of tax withheld by the payer of third-party sick pay, as determined by designations on individual W-2s covered by this W-3. 15. Employer’s state ID number “Code” is the two-letter state abbreviation entered in the General Payroll Information window. If you’re reporting taxes for more than one state, “X” should appear here.“ID number” is the state employer ID entered in the Company Information window. If you’re reporting taxes for more than one state, leave this field blank. 16. State wages, tips, etc. The aggregate wages, tips and other compensation from which state income taxes were withheld for employees represented on this W-3 17. State income tax The total amount of state income tax withheld from wages, as reported on W-2s for all employees represented on this W-3 18. Local wages, tips, etc. The aggregate wages, tips and other compensation from which local income taxes were withheld for employees represented on this W-3 19. Local income tax The aggregate local income tax withheld for all employees represented on this W-3 The contact person (if any) designated on the Set Up W-3 window Telephone number: Telephone area code and Telephone number The telephone number (if any) entered on the Set Up W-3 window The email address (if any) entered on the Set Up W-3 window Fax area code and Fax number The Federal government requires that certain fields must appear on all Form 1099s. All of these required fields appear in the basic form layout, and are designated “Required” in the table below. “Optional” fields are required only for special reporting purposes.
NOTE: Supplemental fields from the Card Information window can also be used to customize this form. Amount of any fees paid to an attorney that are included this vendor’s 1099 payments (as indicated on the 1099 Vendor Information window) The vendor’s city, state and ZIP code, as entered on the Card Information window — Profile view Your company telephone number, as entered in the Set Up 1099s and 1096 window The total amount of crop insurance payments made to this vendor; derived from the 1099 Vendor Information window Your company name and address, as entered in the Set Up 1099s and 1096 window The amount of any Excess Golden Parachute payment, as indicated on the 1099 Vendor Information window The Federal Tax ID that appears in the Set Up 1099s and 1096 window.NOTE: Changing the Employer ID # entry on the Set Up 1099s and 1096 window will change the Federal Tax ID in the Company Information window. The total amount of federal tax (if any) withheld from income paid to this vendor The total paid to this vendor for medical and health care services The vendor’s name, as entered on the Card Information window — Profile view The total amount of non-employee compensation paid to this vendor; derived from the 1099 Vendor Information window The total income paid to this vendor that is not included in other income categories on the 1099 Displays an X if the Box 9: Resale checkbox was checked in the 1099 Vendor Information window The amount of income from which state taxes were withheld, as shown on line 18a of the 1099 Vendor Information window The amount of income from which state taxes were withheld, as shown on line 18b of the 1099 Vendor Information window The amount of any state income tax that was withheld from payments made to this vendor; derived from the entry for line 16a of the 1099 Vendor Information window The amount of any state income tax that was withheld from payments made to this vendor; derived from the entry for line 16b of the 1099 Vendor Information window If line 16a shows that state tax was withheld, displays the company’s state tax ID, as shown on line 17a of the 1099 Vendor Information window If line 16b shows that state tax was withheld, displays the company’s state tax ID, as shown on line 17b of the 1099 Vendor Information window The vendor’s street address, as entered on the Card Information window — Profile view The total amount of substitute payments made to this vendor in lieu of dividends or interest; derived from the 1099 Vendor Information window. The vendor’s Federal Tax ID, as entered on the 1099 Vendor Information window Displays an X if the 2nd TIN checkbox was checked in the 1099 Vendor Information window If a 1099 is designated as “Corrected” on the 1099 Vendor Information window, an X appears in this checkbox. If a 1099 is designated as “Void” on the 1099 Vendor Information window, an X appears in this checkbox. The Federal government requires that certain fields must appear on Form 1096. All of these required fields appear in the basic form layout, and are designated “Required” in the table below. “Optional” fields are required only for special reporting purposes.
The contact email address entered on the Set Up 1099s and 1096 window Your company name and address, as entered in the Company Information window The area code of the contact fax number entered on the Set Up 1099s and 1096 window The contact fax number entered on the Set Up 1099s and 1096 window The aggregate total amount of federal tax (if any) withheld from all income paid to 1099 vendors included on this Form 1096; derived from entries on the 1099 Vendor Information window. If your company’s Federal Tax ID is the same as your Social Security Number, you can use this field to automatically enter your Federal Tax ID in a Social Security Number field. The Federal Tax ID entered in the Company Information window.NOTE: Changing this number on the Set Up 1099s and 1096 window will change the corresponding entry in the Company Information window. The contact person identified on the Set Up 1099s and 1096 window The area code of the contact telephone number entered on the Set Up 1099s and 1096 window The contact telephone number entered on the Set Up 1099s and 1096 window Total amount reported with this Form 1096 The aggregate total income for all vendors reported on this Form 1096 (as entered in boxes 1, 2, 3, 5, 6, 7, 8, 10, 13 and 14 of the Vendor Information window for each vendor) The total number of 1099 forms for which aggregate totals are reported on this Form 1096; displays the number of vendors marked for printing on the Review Form 1096 Before Printing window. Displays an X if you’ve indicated on the Set Up 1099s and 1096 window that this the final 1096 return for your company None. Displays an X to indicate that this 1096 is being filed for Form 1099-MISC.NOTE: By default, MYOB AccountEdge considers only Form 1099-MISC. If you will be filing Form 1096 for any other type of 1099, you must customize the Form 1096 template to show an X in the appropriate box.
NOTE: Supplemental fields from the Card Information window and Supplemental fields from the Company Information window are also available on this form. The amount received in words. Words will print for amounts up to and including 99,999.99; for larger amounts, the amount will print in numeric form. The amount received — numeric The name and address of the contact who made the payment, as entered on the Card Information window — Profile view
NOTE: Supplemental fields from the Card Information window and Supplemental fields from the Company Information window are also available to customize this form. The amount received in words. Words will print for amounts up to and including 99,999.99; for larger amounts, the amount will print in numeric form. Sale (a payment is received from a customer)
Void (a sale or credit is canceled before settling)
Credit (a payment is credited to a customer) CC Expiration Date Invoice #/Acct # Invoice Date/Acct. Name The name and address of the contact who made the payment, as entered on the Card Information window — Profile view None. The basic form layout provides only a text title here. Your customers may sign the receipt on the printed line.
The ABA Routing Number displayed in the Applied Payment Details window for each Pay Employee transaction The Account Type (Checking or Savings) assigned in the Applied Payment Details window for each Pay Employee transaction Authorization Code The authorization code entered on a credit card transaction, from the Applied Payment Details window The Bank Account Number displayed in the Applied Payment Details window for each Pay Employee transaction The Bank Account Name displayed in the Applied Payment Details window for each Pay Employee transaction The card number entered in the Applied Payment Details window when a credit or debit card payment is applied to the sale. This field won’t print if more than one payment has been applied to the sale.The number will be masked; all but the last 4 or 5 digits of the card number (depending on the card type) will be printed. An X will print in place of all other digits. The check number entered in the Applied Payment Details window when entering a check payment for the sale. This field won’t print if more than one payment has been applied to the sale. Expiration Date The expiration date entered in the Applied Payment Details window when a credit or debit card payment is applied to the sale. This field won’t print if more than one payment has been applied to the sale. The name on the card entered in the Applied Payment Details window when a credit or debit card payment is applied to the sale. This field won’t print if more than one payment has been applied to the sale. The entry in the Notes field of the Applied Payment Details window when a payment is applied to the sale. This field won’t print if more than one payment has been applied to the sale.
Addr2—ContactAddr3—ContactAddr4—ContactAddr5—Contact The name of each contact entered for the Address 2 — Address 5 Locations shown in the Card Information window—Profile view Addr2—CountryAddr3—CountryAddr4—CountryAddr5—Country The entry in each Country field for the Address 2—Address 5 locations (if any) in the Card Information window. This information will print only if a card has been entered on the transaction. Addr2—EmailAddr3—EmailAddr4—EmailAddr5—Email The email addresses entered on the Card Information window — Profile view for the Address 2—Address 5 locations Addr2—FaxAddr3—FaxAddr4—FaxAddr5—Fax The fax numbers entered for the Address 2 — Address 5 locations on the Card Information window—Profile view Addr2—Phone1Addr2—Phone2Addr2—Phone3 The #1 — #3 phone numbers entered on the Card Information window — Profile view for the Address 2 Location Addr2—SalutationAddr3—SalutationAddr4—SalutationAddr5—Salutation The names or titles entered in each Salutation field for the Address 2 — Address 5 locations shown in the Card Information window — Profile view Addr2—WWWAddr3—WWWAddr4—WWWAddr5—WWW The World Wide Web addresses entered for the Address 2 — Address 5 locations on the Card Information window — Profile view Addr3—Phone1Addr3—Phone2Addr3—Phone3 The #1 — #3 phone number entered on the Card Information window — Profile view for the Address 3 Location Addr4—Phone1Addr4—Phone2Addr4—Phone3 The #1 — #3 phone numbers entered on the Card Information window — Profile view for the Address 4 Location Addr5—Phone1Addr5—Phone2Addr5—Phone3 The #1 — #3 phone numbers entered on the Card Information window — Profile view for the Address 5 Location The street addresses entered on the Card Information window — Profile view for the Address 2 — Address 5 locations The entry(ies) in the Custom Field #1—Custom Field # 3 fields of the Card Information window. This information will print only if a card has been entered on the transaction. The entry(ies) in the Custom List #1—Custom List #3 fields of the Card Information window. This information will print only if a card has been entered on the transaction. The Card ID from the Card Information window. This information will print only if a card has been entered on the transaction. The name of the contact entered on the Card Information window — Profile view for the Address 1 Location The entry in the Country field for Address 1 in the Card Information window The email address entered on the Card Information window — Profile view for the Address 1 Location The fax number entered on the Card Information window — Profile view for the Address 1 Location The address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view (Supplemental on Service, Time Billing and Item labels only) Entry in the Notes field on the Card Details tab of the Card Information window The #1 — #3 phone numbers entered on the Card Information window — Profile view for the Address 1 Location The name or title entered in the Salutation field on the Card Information window — Profile view for the Address 1 Location. The address entered for the Address 2: Ship To selection of the Location field in the Card Information window — Profile view The Tax ID number for this customer or vendor, as entered in the Card Information window — Selling Details view (for customers), or the Buying Details view (for vendors). All Packing Slips The World Wide Web address entered on the Card Information window — Profile view for the Address 1 Location
The company address entered in the Company Information window. The email address entered in the Company Information window The fax number entered in the Company Information window The company name entered in the Company Information window. The company phone number entered in the Company Information window The federal tax ID entered in the Company Information window All Forms (except sales labels and Mailing Labels) The state tax ID entered in the Company Information window
The entries in the Custom Field #1 — Custom Field #3 fields of the Item Information window — Item Details view The entries in the Custom List #1 — Custom List #3 fields of the Item Information window The description of the item as entered in the Item Information window — Item Details view.