1099s: 1099 Form Processing . . . Global 1099 Form Processing

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Payroll Compliance module

The Global 1099 Form Processing dialog enables you to select and print 1099 forms for a selected year and for multiple clients, rather than just for the currently selected client. Also use this dialog to choose print options and to select the client(s) for whom you wish to print 1099 copies, as well as to select 1099 file creation for the 1099 forms.

From the Utilities menu, choose 1099 Form Processing > Global 1099 Form Processing and then choose the specific type of 1099 form.

Note: The Utilities > 1099 Form Processing > Global 1099 Form Processing command allows the printing of 1099 forms for multiple clients. This feature will print 1099 forms for all or selected clients, and it will log any errors or irregularities for review once all the clients have been processed. Prior to using Global 1099 Processing to print forms for multiple clients, the vendor and employee records for each client should be set up with the appropriate client-specific information.

See also

W-2 and 1099 year-end processing overview

1099 Form processing

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Special information

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Tabbed pages in this dialog

Form Selection tab

Print Options tab

Client Selection tab

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Fields & buttons

If you are a licensed user of the FileCabinet CS application and FileCabinet CS is installed on your machine, you can mark this checkbox to store an electronic copy of the selected report(s) in your FileCabinet folder.

See also: Printing to FileCabinet CS

Opens a dialog where you may select a different printer to use as your default printer.

Choose the year for which you want to process 1099 forms by selecting it from the F4 drop-down list.

Initiates printing of forms on the selected printer(s).

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