Printing 1099/1096 Forms

The 1099 Amounts report lists the 1099-MISC amount for each vendor in your Accounts Payable system.

The 1096 Amounts report prints the summary for the 1099-MISC forms.

For more information, see A/P Print 1099/1096 Forms Screen.

When to Print

Print 1099 or 1096 forms at the end of each calendar year, after you have entered all transactions for the calendar year.

To print the report:

1. Open Accounts Payable > A/P Vendor Reports >  Print 1099/1096 Forms.

   If you are printing 1096 forms, select the check boxes for the following options, as necessary:

   • Preaddressed Form. Select this option if you are using preprinted forms that already include the address, so that the program does not print the address.
   • Final Filing. Select this option if you are not required to file Forms 1099, 1098, 5498 or W-2G in the future.

2. Select the following options:

   Form. Select the type of report you want to print. You can choose 1099 or 1096.

   For Tax Year. Select the year for which you want to report 1099 data.

   Use Form. Select the name of the 1099 form or 1096 form to use.

   Vendor Number. Select a range of vendor numbers.

3. Enter payer information, including the name, address, telephone number, and tax number of your company.

   If you are printing 1096 forms:

   • From the Type field, select the type of tax number you are using (your employer ID number or social security number).
   • Enter an optional contract name and e-mail address.

   If your company is not in the U.S., select the Foreign Entity check box.

4. To print a test copy of a 1099 or 1096 form to check the alignment of the forms in your printer, click the Align button.

   You can repeat this step as often as needed when the printing destination is set to Printer.

5. Click Print.

   • If you are printing to a printer, the Print window appears. Confirm your printer selection and the number of copies to print, and then click OK. Otherwise, click Cancel or Setup.
   • If you are printing to a file, the Export Report window appears. Specify a name and location for the file, and then click Save.
   • If you are printing to the screen (Preview), the report appears in a new window. You can print the report or export it to a file.
   • If you are printing to e-mail, an e-mail message appears with the report attached.
6. If you want to use the same settings the next time you print these forms, click Settings > Save Settings As Defaults.

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