From the Accounts Payable screen, select the Government Reporting menu and then Vendor 1099s.
The 1099 Search screen will appear listing all the Calendar Year Ending Dates for which there is data. Double-click on the Calendar Year Ending Date for the desired calendar year for which to edit the 1099s.
A message may appear stating that there is a check with a check date after the date the 1099s were last generated; if the message appears, click Yes to continue regenerating the 1099s if needed, or click No to open the 1099s without regenerating.
Note: If the 1099s are regenerated, any changes manually made to the 1099s will be lost.
The Vendor 1099s screen will appear.
Note: If a vendor has a negative 1099 total, an error message will appear in the status bar stating there are negative 1099s; the negative 1099s must be resolved at this time. To determine the vendor(s) with the negative 1099 total, click both the 1099-NEC tab and the 1099-MISC tab to see if the error message displays for either set of forms, and if the error message appears, click the Find button on the applicable screen and review the Total Payments column.
Click the General tab if not already selected.
Enter the name of your organization in the Employer Name field. The name can be up to 100 characters long.
Note: Initially, the organization name as shown in the System File will appear as the default (and can be changed), but thereafter, the default will be the information last saved in this field.
Enter the address (up to two lines) for your organization in the Address 1 and Address 2 fields. Each address can be alphanumeric and up to 50 characters long.
Note: Initially, the address entered in the Address 1 and Address 2 fields in the System File will appear as the default (and can be changed), but thereafter, the default will be the information last saved in this field.
Enter the city where your organization is located in the City field. The city can be alphanumeric and up to 30 characters long.
Note: Initially, the city entered in the City field in the System File will appear as the default (and can be changed), but thereafter, the default will be the information last saved in this field.
Enter the appropriate state abbreviation for your organization in the State field, or click the down-arrow button to select the correct one.
Note: Initially, the state abbreviation entered in the State field in the System File will appear as the default (and can be changed), but thereafter, the default will be the information last saved in this field.
Enter the zip code for your organization in the Zip Code field. The zip code can be alphanumeric and up to 20 characters long. The system will automatically add the dash in the zip code if 9 digits are entered, using the format of ##### - ####.
Note: Initially, the zip code entered in the Zip Code field in the System File will appear as the default (and can be changed), but thereafter, the default will be the information last saved in this field.
Enter the phone number for the contact person in the Contact Phone Number field. The phone number can be up to 30 digits long. The system will automatically add the dashes for the phone number (if entered with numbers only) using the following formats: 1) ### - #### if 7 digits are entered; 2) ### - #### x ## if 8 or 9 digits are entered; 3) ### - ### - #### if 10 digits are entered; or 4) ### - ### - #### x ## if 11 or more digits are entered.
Note: Initially, the phone number entered in the Primary Phone Number field in the System File will appear as the default (and can be changed), but thereafter, the default will be the information last saved in this field.
The federal ID number for your organization (as entered in the System File) appears in the Employer Identification Number (EIN) field and cannot be changed. If needed, change the federal ID number in the System File to update the information in this field.
Enter the name of the person who should be contacted with questions regarding the 1099 information in the Contact Name field. The name can be up to 40 characters long.
Enter the email address for the contact person in the Contact Email Address field. The email address can be up to 50 characters long and must follow the proper format of "username@example.com".
Click the Save button.