How to create a 1099/1096 report

Based on U.S. government guidelines, 1099 and 1096 forms are required to document various types of non-employment income to the Internal Revenue Service.

Steps: 

1.     Navigate to ACCOUNTING > Payables > Payables Reports. 

2.    Select 1099/1096.

3.    Click Create 10/99/1096 Report. 

4.    Enter the following information

Filters	Definition
From Accounting Year	Select the start of the accounting year for the 1099/1096 forms.
From Accounting Month	Select the start of the accounting month for the 1099/1096 forms.
To Accounting Year	Select the end of the accounting year for the 1099/1096 forms.
To Accounting Month	Select the end of the accounting month for the 1099/1096 forms.
Payer	Select the payer to appear on the 1099/1096 forms.
Group By Master Supplier	Optional - check this box to group all payments under the master supplier.

Button	Description
Offices	Select an office. You can only produce 1099/1096 forms for offices with the same home currency. You will need to make separate 1099/1096 requests for offices with different home currencies.
Payment Types	Select a payment\ type.
Entity	Select an entity (optional).
Include Inavtive Offices	Check to include inactive offices (optional).

5.    Click NEXT. 

6.     Select the suppliers for which a 1099/1096 form is to be produced by checking the Print 1099? and This Is A 1099 Supplier? boxes. 

7.     The TAX ID for each supplier is also presented on this page and allows for changes prior to generating the 1099/1096 forms.

8.    Click NEXT.

9.     Select how you would like to view the data and print the report.