Setting up and processing Form 1099 for recipients

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Accounting CS features the ability to set up and process forms for independent contractors and vendors who should receive a Form 1099-MISC at the end of the year. Use one of the following procedures to set up and process Form 1099-MISC (and other applicable 1099 forms for vendors).

Setting up Independent Contractors

  1. Choose Setup > Employees and create a new employee record with the type Independent Contractor.
  2. If necessary, choose Setup > Payroll Items, add a new pay item and choose Nonemployee Compensation in the Special Type field.
  3. On the Payroll Items tab, activate any pay items in the Nonemployee compensation section.

Processing Form 1099 for an Independent Contractor

Use one of the following methods to enter data for Form 1099-MISC.

For live payroll processing

  1. Choose Actions > Enter Transactions.
  2. Enter one or more payroll checks as usual.
  3. Choose Actions > Process Payroll Tax Forms and process the form type 1099.
  4. Select the appropriate client(s) and forms and print as usual.

For after the fact processing

  1. Choose Actions > Edit Payroll Tax Forms
  2. Choose Form type 1099, the appropriate form (usually 1099-MISC), and the year.
  3. Click Refresh and choose the Form (like Copy A).
  4. On the Recipient Data tab, mark the box for the Independent Contractors that should receive a Form 1099-MISC and enter in the amounts that you want to appear in each box on the form.
  5. Choose File > Process Client Forms or Actions > Process Payroll Tax Forms and process the 1099 forms as usual.

Setting up Vendors

  1. Choose Setup > Vendors.
  2. Add or edit a vendor record, and choose the Vendor Type 1099 Recipient.
  3. On the 1099 Properties tab, choose the 1099 form the vendor is to receive, and which box(es) on the form amounts could flow to. Each line in the grid should correspond with one box on the form, unless one amount should appear in two different boxes.

Processing Form 1099 for Vendors

Use one of the following methods to input data for the vendor to flow to Form 1099.

If you need the amounts on the client's General Ledger, use the following method.

  1. Choose Actions > Enter Transactions.
  2. Enter one or more transactions with the type Check.
  3. In the Distributions tab, ensure that the 1099 column is populated with the form and box number that the amount of the check should flow to.

If you just need a 1099 form for the vendor without affecting the General Ledger balances, use the following method.

  1. Choose Actions > Edit Payroll Tax Forms
  2. Choose Form Type 1099, the appropriate form (like 1099-MISC) and the year.
  3. Press Refresh and select a form (like Copy A).
  4. On the recipient data tab, mark the box for any vendors that should receive a 1099 form and enter in the amounts you want to appear in each box on the form.
  5. Choose File > Process Client Forms or Actions > Process Payroll Tax Forms and process the 1099 forms as usual.

Related topics

Independent Contractors, overview

Editing 1099 form data

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