1099s: 1099 Form Processing or 1099 Corrected Form Processing > 1096 Information tab

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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. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

Payroll Compliance module

The 1096 Information tab allows you to add or update client information for these 1099 form types.

 1099 Form Processing — Choose Utilities > 1099 Form Processing, the calendar year you wish to process, and the applicable 1099 form. Click the 1096 Information tab.

 1099 Corrected Form Processing — Choose Utilities > 1099 Form Processing > Corrected 1099 and then choose the calendar year you wish to process. Next, choose the applicable 1099 form. In the 1099 Corrected Form Processing dialog, click the 1096 Information tab.

Special information

Fields & buttons

Enter the appropriate information in the following fields:

  • EIN
  • Name (the client company’s payroll name)
  • Address 1 / Address 2 (street address, suite number, and so forth)
  • City / State / Zip
  • Phone / Extension

Enter or select the appropriate information for the transfer agent:

  • Name
  • Address
  • City / State / Zip

Note: For further information about becoming a transfer agent, or to see if you meet the conditions, please refer to IRS publication 1220. Point your browser to www.irs.gov/pub/irs-pdf/p1220.pdf.

Enter the appropriate information in the following fields:

  • Payer name control
  • Final Return.. To indicate that this a final return for the client, mark this checkbox.

Enter or select the appropriate information in the following fields:

  • Name
  • Title
  • Phone
  • Fax
  • E-mail
  • Date. (Enter the date to print next to the signature line on the form.)

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