Print Options dialog - Form 1099

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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

Links to our most popular payroll tax processing topics are available in the Alerts and notices section on the right side of most pages.

Use the Print Options dialog to select the printing threshold amount and the vendor sort order for printing, to choose the format to use for printing client copies of the Copy A and 1096, to hide 1099 copies in the Form Selection grid, to override the filing method of a form, or to specify the level of detail to include in the 1099 Ordering Worksheet. 

Choose Actions > Edit Payroll Tax Forms, select 1099 as the form type, filter information as needed, and then click the Process Client Forms Process client forms button button. In the Process 1099 Forms dialog, click the Print Options button.

Fields & buttons

  • Sort Order. Select the sort order to use for printing the 1099s (by vendor name or EIN) and then click OK.
  • Printing threshold amount. If there is a threshold amount below which you do not want to print 1099s for the selected clients, enter that amount here.
  • Ignore per item threshold overrides. To override item-level thresholds (set in the Form 1099 Details dialog) for this print run, mark this checkbox.
  • Use 1096 as separator page. Mark this checkbox to print a paper copy of the 1096 as a separator page instead of the normal separator page. Note: This checkbox takes effect only if you have chosen to use a separator page by marking the Separator Page checkbox for 1099s in the Printers tab of the Setup > User Preferences dialog.
    • Print watermark on separator page. Mark this checkbox to add a "SEPARATOR" watermark to the 1096 separator page.

Select the format to use when printing client copies of the Federal Copy A and 1096. To print the client copy, you need to mark the Client copy checkbox in the Print dialog.

  • Copy A.
    • Copy A - Prints a facsimile version of the Copy A.
    • Copy C - Prints the payer copy C.
    • Copy D - Prints the employer Copy D.
    • None - Suppresses the client copy from printing, even if the Client copy checkbox is marked in the Print dialog.
  • 1096.
    • 1096 - Prints a facsimile version of the Form 1096.
    • None - Suppresses the client copy from printing, even if the Client copy checkbox is marked in the Print dialog.

In the Filing Method Selection section you can specify the filing method to use for the Copy A/1096 and the Recipient copy for the selected forms. Per client selection (the method selected at the client level) is selected by default, but if you choose another method here, the application uses that method regardless of what is selected at the client level.

The selection that you make here affects only the filing copy being sent to the agency or the recipient and does not affect the client copy. To print the client copy, you need to mark the Client copy checkbox in the Print dialog

If you are processing any electronic or internet/magnetic files, be sure to mark the Filing copy checkbox in the Print dialog to queue the files and make them available for processing in the Actions > Process Electronic Files screen or the Actions > Process Internet/Magnetic Files screen.

Send to Employee Self-Service (Independent contractors only). (Form 1099-MISC only) If your firm uses the Employee Self-Service feature, mark this checkbox to have the application send an electronic copy of the 1099-MISC form to the Employee Self-Service portal of independent contractor employees at print time, so you can avoid processing the 1099 forms a second time. (This is only necessary if you have not already marked the Send 1099-MISC to Employee Self-Service checkbox for the client in the Independent Contractors section of the 1099 Additional Information dialog).

Note: The electronic copy of the 1099-MISC form will not be sent to Employee Self-Service when only Copy A is selected for processing.

If there are 1099 copies that you are not planning to process, mark the checkboxes for those copies in this section. This will prevent those copies from displaying in the Form Selection grid of the Process Client Forms dialog or the Process Payroll Tax Forms screen. The checkboxes for copies that aren't available for the selected 1099 form are grayed out.

Use the fields and options in this section to specify the level of detail you want to include in the 1099 Ordering Worksheet.

When the Client Information checkbox is unmarked, the 1099 Ordering Worksheet displays only the summary totals for all selected clients, with no individual client information included. When this checkbox is marked, you can choose one of the following options to specify the level of detail to include in the worksheet.

  • List clients selected. The worksheet displays the summary totals for all selected clients and also lists the clients that are included in the worksheet.
  • Include client detail. The worksheet breaks down the summary totals by individual client.

Related topics

Printing 1099 forms

1099 form setup and processing

Printing the W-2 or 1099 Ordering Worksheet

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