Electronic 1099s

The IRS and many states require electronic filing of 1099s in certain circumstances. Some states require a format which is different from the federal format. One file with multiple client records may be submitted to each entity, if desired.

To create a 1099 file:

1. Select Reports>Electronic Tax Reports>1099.
2. Select the desired entity and year and click OK.
3. Verify that all 1099 Types are mapped correctly and click OK.
4. Verify that all 1099 vendors are selected and click OK.
   
   
5. Verify the directory and file name.
   

   Note: The default path is the program directory. Browse to change the location and filename. If a specific file type or naming convention is required by the state, instructions will be displayed above the filename field in the window.

   
   
6. Select Create or Append.
   

   Note: If this is the first client for which 1099 records are being exported, leave Create in the File Mode field. Select Append if adding to an existing file.

7. Click Next.
   
   
8. The 1099 TIN value on the Accountant tab in Setup>System Options is displayed. Enter your Federal Employer’s Identification Number in the TIN field if this field in blank and you are submitting this file as the accounting firm.
9. The 1099 TCC value on the Accountant tab in Setup>System Options is displayed. Enter your TCC in the TCC field (five digits) if this field in blank.
10. The system will use the Accountant’s Company Name and Address as they are entered on the Setup>Options>Accountant tab. Change the information in these fields as desired
11. Check the Replacement box if this file is a replacement file.
12. Enter number provided by the IRS in the Alpha Char and E File Name fields if necessary.
13. Click Next to continue.
    
14. Verify the Type of File and Employer Information.
15. Check Last Filing if necessary, and select the desired fields if filing a 1099K.
16. Click Next.
    
    
17. Verify the employee count.
18. Enter any missing information. (SSN, Location, City, State, Zip)
19. Click Finish.
    
    
20. Review the file using Reports>Electronics Tax Reports>1099 Summary Report.
21. Submit the file to IRS, or append additional client files.

Note: If you are getting an error message regarding the State or Zip Code for a foreign employee, make sure you have entered the County on the Contact tab in Setup>Contacts>Company Contacts for the payee.