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For example: the 1099-MISC form has a number of different types of miscelaneous miscellaneous incomes such as Rents, Royalties, Other Income, Federal Income Tax Withheld, etc...

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1. Navigate to Master > Payables > Vendor 1099 Box.
   
   
2. Click on the 1099 Box ID elipsis ellipsis button.
   
   
   
   
   
   
3. Click on Retrieve button. 
   
   
   
   
   
   
4. The system will display a list of existing 1099 box Type IDs. Select the type of income that is appropriate for the vendor.
   
   
   
   
   
   
5. Click Add.
   
   
6. Click Save.
   
   
7. Click Close.
   
   

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1. Navigate to Master > Payables > Vendor.

   
   
2. Select your Vendor > Click OK.
   
   
3. Check the 1099 Vendor check box.
   
   
4. Check the Payee's Account Number (1099) if ...
   
   
5. Select the Default 1099 Type - MISC, DIV or INT. Eventhough Even though this 1099 type is set to default, it can be changed at the vendor's voucher level.
   
   
   
6. Select the Default 1099 Box - default 1099 type of income for the vendor. Again, this 1099 box is set to default, but it can always be changed at the vendor's voucher level.
   
   
   
   
   
7. Click Save
   
   
8. Click Close

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1. Select 1099 Type - Div, Int or Misc.
   
   
   
   
   
   
2. Select Forms that you want to print by check or un-check the boxes. You can print all forms or just the forms that you need.
   
   . Copy A = Internal Revenue Service Center.
   
   . Copy B = Recipient.
   
   . Copy C = Payer.
   
   . Copy 1 = State Tax Department.
   
   . Copy 2 = To to be filed with recipient's state income tax return, when required.
   
   
   
   
   
   
3. Select the company that you want to process 1099 forms.
   
   
4. Fill in the name of the contact peron person in case there is any issues or questions for the 1099 forms from the IRS.
   
   
5. Fill in the contact person's phone number.
   
   
6. Fill in the contact person's email address.
   
   
7. A valid Federal Identification Number is required.
   
   
8. You don't have to have a State Identification Number to run the 1099 forms.
   
   
9. Check on the Bypass $600.00 Minimum if you want to include vouchers that are less then than $600.00.
   
   
10. Select the Start Pay Date and End Pay Date
    
    
11. Click on the Show Report.
    
    
12. if If everything is correct, you can print these forms. These forms can be printed as many time as you need.
    
    
    
    
    
    
    
    

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1. Select 1099 Type
   
   
2. Select Payment Year.
   
   
3. Select Company.
   
   
4. Provide a valid Federal Identification Number.
   
   
5. Transmitter Control Code is a required number. This number is an assigned number by the IRS.
   
   
6. Enter the Transmitter Name.
   
   
7. Enter the name of the Contact person.
   
   
8. Enter the phone number of the Contact person.
   
   
9. Enter the email address of the Contact person.
   
   
10. If you need to create an electronic file for Federal, do not check this box. If you check this box, the system will create records K for the state and the federal will reject the file.
    If you need to create an electronic file for the state, then please check this box.
    
    
11. Check the box for Bypass $600.00 Minimum if you want to include vouchers that are less than $600.00.
    
    
12. Click Retrieve button.
    
    
    
    
    
    
13. Proofing the data within the 1099 electronic file - make sure that all the information for all records type are correct:.
    
    . Record T - Transmitter record
    
    . Record A - Payer record.
    
    . Record B - Payee record.
    
    . Record C - End of Payee record.
    
    . Record K - State Totals record.
    
    . Record F - End of Transmitter record.
    
    
    
    
    
    
    
14. Click on the Errors tab - there should not be any errors generated.
    
    
    
    
    
    
15. Once everything has been checked and verified, you can click on the Save button and save it to a place where you can browse into later to submit the file to the IRS website.

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