1099 Summary Report

Review files created in Reports>Electronic Tax Reports>1099 prior to submitting them to the IRS. The TIN, Type of Return, and Form Count will be displayed for each Payer record in the file. Records may be deleted from the file by selecting Reports>Electronic Tax Reports>1099 Delete Records. 

Select File>Exports>Mag Media>1099 Summary Report.

1. Open the directory where the file was saved.
2. Select the IRSTAX file.
3. Print the report, if desired.
4. Review for accuracy.
   
   
   

Print E-file 1099 Summary Report

Click Print to print the 1099 Summary Report grid. The printout from this page is designed for internal office use. It is not the same as the formal print format accessible through Reports>Report List reports. Set the Print Offset option (found under the options icon at the top of the 1099 Summary Report window) to a higher number if columns are printing narrower than seen on the screen, or a lower number if columns are printing wider than seen.

Export E-file 1099 Summary Report

Click Export to export the 1099 Summary Report to a Comma delimited file, Tab delimited file or Ascii file.