Index

Check Layout
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
NOTES:  If you choose the Laser form, these fields appear twice — once for each stub.
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.
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
NOTE:  If you choose the Laser Check form, these fields appear twice — once for each stub.
Stub Layout—Paycheck
NOTES:  If you choose the Laser Check form, these fields appear twice — once for each stub.
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.)
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—Service
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.
The amount of the sale including tax and freight charges (but not including any payments that may have been applied) in words. Words will print for amounts up to and including 99,999.99; for larger amounts, the amount will print in numeric form.
Page #
The payment method selected when entering a payment for the sale. Data won’t print in this field if more than one payment has been applied to the sale.
Tax Code—Freight
Invoice—Item
NOTE:   More data fields are available to customize this form:
Authorization Code
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
The description of each line item entered on the transaction. The word “Backordered” appears above the line items that are entered in the Backorder column.
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 will be printed in words; larger amounts will print 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 price plus the tax on the price
Tax Code—Freight
Invoice—Professional
NOTE:  More data fields are available to customize this form:
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.
The amount of the sale including tax (but not including any payments that may have been applied). Words will print for amounts up to and including 99,999.99; for larger amounts, the amount will print 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.
Invoice—Time Billing
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.
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.
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.
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
Labels—Item
The entry in the Customer PO # field on the transaction
Labels—Professional
Labels—Time Billing
The entry in the Customer PO # field on the transaction
Packing Slip—Service
NOTE:   More data fields are available to customize this form:
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 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.
Tax Code—Freight
An X is printed if the freight entered on the sale is taxed
An X is printed if the Tx column was marked for a line item on the transaction.
Packing Slip—Item
NOTE:  More data fields are available to customize this form:
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.
An X is printed if the terms for the sale are COD
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.
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.
An X is printed if the terms for the sale are Prepaid.
The price plus the tax on the price
Packing Slip—Professional
NOTE:   More data fields are available to customize this form:
Amount of the sale including tax minus any payments that may have been applied; that is, the amount that appears in the Balance Due field of the sale
The amount of the sale including tax (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.
Payment Notification—Pay Bills
NOTE:   More data fields are available to customize this form:
Payment Notification—Spend Money
NOTE:   More data fields are available to customize this form:
· Supplemental fields from the Company Information window
Payment Notification—Credit Refund
NOTE:   More data fields are available to customize this form:
Statements—Invoice
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.
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.
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.
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 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.
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
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.
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.
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.
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 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.
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 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.
Mailing Labels
NOTE:  Supplemental fields from the Card Information window are also available to customize this form.
Purchase Order—Service
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
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 Status
The status of the purchase at the time it is printed — Bill, Order or Quote
Tax Code—Freight
An X is printed if the freight entered on the transaction is taxed.
The entry in the Vendor Inv # field on the transaction
Purchase 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.
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.
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 Status
The status of the purchase at the time it is printed — Bill, Order or Quote
Tax Code—Freight
The number entered in the Vendor Item Number field found in the Buying Details view of the Item Information window
The entry in the Vendor Inv # field on the transaction
Purchase Order—Professional
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 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 Status
The status of the purchase at the time it is printed — Bill, Order or Quote
Tax Code—Freight
Data fields on Form W-2
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.
a. Control number
NOTE: This number cannot exceed 19 characters.
b. Employer identification number: Federal Tax ID #
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
2. Federal income tax withheld
3. Social security wages
4. Social security tax withheld
5. Medicare wages and tips
The total wages from which Medicare tax was withheld (this amount includes any applicable tips.)
6. Medicare tax withheld
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.)
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
12b. (Box 12, Line 2 $ amt.)
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.)
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.
14. Other
The amounts (if any) specified for Lines 1—4 of Box 14 on the Set Up W-2s window
The 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
18. Local wages, tips, etc.
The total wages from which local income taxes were withheld for this employee
19. Local income tax
20. Locality name
The name of the locality for which local income taxes were withheld, as entered on the Employee Payroll Information window
Data fields on Form W-3
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 #
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 pay
Only 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
g. Employer’s address and ZIP code: Company Address
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
Telephone number: Telephone area code and Telephone number
Data fields on Form 1099
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
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 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.
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.
Data fields on Form 1096
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.
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 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.
NOTE: Changing this number on the Set Up 1099s and 1096 window will change the corresponding entry in the Company Information window.
The area code of the contact telephone number entered on the Set Up 1099s and 1096 window
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.
Payment Receipts
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.
Credit Card Receipts
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
Supplemental fields from the Applied Payment Details window
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.
Supplemental fields from the Card Information window
Addr2—Contact
Addr3—Contact
Addr4—Contact
Addr5—Contact
The name of each contact entered for the Address 2 — Address 5 Locations shown in the Card Information window—Profile view
Addr2—Country
Addr3—Country
Addr4—Country
Addr5—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—Email
Addr3—Email
Addr4—Email
Addr5—Email
The email addresses entered on the Card Information window — Profile view for the Address 2—Address 5 locations
Addr2—Fax
Addr3—Fax
Addr4—Fax
Addr5—Fax
The fax numbers entered for the Address 2 — Address 5 locations on the Card Information window—Profile view
Addr2—Phone1
Addr2—Phone2
Addr2—Phone3
The #1 — #3 phone numbers entered on the Card Information window — Profile view for the Address 2 Location
Addr2—Salutation
Addr3—Salutation
Addr4—Salutation
Addr5—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—WWW
Addr3—WWW
Addr4—WWW
Addr5—WWW
The World Wide Web addresses entered for the Address 2 — Address 5 locations on the Card Information window — Profile view
Addr3—Phone1
Addr3—Phone2
Addr3—Phone3
The #1 — #3 phone number entered on the Card Information window — Profile view for the Address 3 Location
Addr4—Phone1
Addr4—Phone2
Addr4—Phone3
The #1 — #3 phone numbers entered on the Card Information window — Profile view for the Address 4 Location
Addr5—Phone1
Addr5—Phone2
Addr5—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 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)
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
Supplemental fields from the Company Information window
Supplemental fields from the Item 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.
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