Form 1099 Tax Reporting

Form to Use

Select the form type to use.

• Select New to print new 1099 forms.

• Select History to print saved 1099 forms.

Form Type

Select the form type to use to print 1099 forms. The choices are:

• Dividend
• Interest
• Miscellaneous
• Nonemployee Compensation

 

Vendor Type to Print

Select the vendor type to print 1099 forms for.

• Select All Types to print 1099 forms for both individual and business type vendors.

• Select Individuals to print 1099 forms only for the vendors with Individual selected in the Vendor Type field in the Vendor Maintenance window.

• Select Businesses to print 1099 forms only for the vendors with Business selected in the Vendor Type field in the Vendor Maintenance window.

For more information, see Vendor Maintenance.

To specify whether 1099 forms are printed based on the minimum year-to-date payment amount for individual Form 1099 boxes, click Minimum YTD, and enter the amounts in the Minimum YTD Payment window. If a value other than zero is entered, 1099 forms will print only for vendors with year-to-date payments greater than or equal to the amount entered.

 

1099 Calendar Year

Select the 1099 calendar year to print forms for. This field defaults to the year entered in the Default 1099 Calendar Year field in the Accounts Payable Options window. For more information, see Accounts Payable Options.

 

Name

Type your company's name. This field defaults to the company name entered in Company Maintenance, but you can change it.

 

Country

Enter the country code for your company, or click the Lookup button to list all country codes.

This field defaults to the country code entered on the Main tab in Company Maintenance, but you can change it.

 

Address

Type your company street address. This field defaults to the street address entered in Company Maintenance, but you can change it.

 

City

Type the city for your company address. This field defaults to the city entered in Company Maintenance, but you can change it.

 

State/Province

Type the state or province abbreviation for your company address. This field defaults to the state or province entered in Company Maintenance, but you can change it.

 

ZIP/Postal Code

Type the ZIP or postal code for your company address. This field defaults to the ZIP or postal code entered in Company Maintenance, but you can change it.

 

Federal ID No.

Type the federal identification number. This field defaults to the federal identification number entered in Company Maintenance, but you can change it.

 

Telephone

Type your company telephone number, starting with the area code. This field defaults to the telephone number entered in Company Maintenance, but you can change it.

 

Fax

Type your company fax number, starting with the area code. This field defaults to the fax number entered in Company Maintenance, but you can change it.

 

Operand

Select an operand to limit your selection to a particular value or range of values. When selecting a value using the Lookup button or entering a value directly into the Value field (and moving out of the field), the operand automatically changes to Equal to. Likewise, when selecting a value using the Lookup button for a range or entering values directly into both Value fields, the operand automatically changes to Range.

The following operands are available:

Operand	Operand Function
All	Selects all information for the Select Field.
Begins with	Selects only the information for the Select Field that begins with the value entered in the Value field.
Ends with	Selects only the information for the Select Field that ends with the value entered in the Value field.
Contains	Selects only the information for the Select Field that contains the value entered in the Value field.
Less than	Selects only the information for the Select Field that is less than, but not equal to, the value entered in the Value field.
Greater than	Selects only the information for the Select Field that is greater than or equal to the value entered in the Value field.
Range	When Range is selected, two Value fields are used. Information is selected that is greater than or equal to the first value entered and less than or equal to the second value entered in the Value fields. Note Entries in the "From" Value field may change to the entry made in the "To" Value field, if the "From" Value contains a lowercase letter and the "To" Value contains an uppercase letter. This occurs because lowercase letters are greater than uppercase letters. For example, if 01a is entered in the "From" Value field and 01C is entered in the "To" Value field, the "From" Value field changes to 01C.
Equal to	Selects only the information for the Select Field that is equal to the value entered in the Value field.
Not Equal to	Selects only the information for the Select Field that is not equal to the value entered in the Value field.

 

Additional operands are available for date Select fields. The system date is used to calculate the date ranges. When one of the date operands is selected, the Value fields automatically default to the appropriate dates.

You can use commas (,) to separate multiple values; however, if your selection values already contain commas, you must use alternate separators to separate them.

Note When alternate separators are used, the value list must end with the alternate separator character.

The alternate separators include the following:

~ ! @ # $ % ^ & * ( ) = [ ] \ ; " / _ + { } | : < > ?

Note If you enter a value that contains a comma (for example, if a vendor number is 01-SAGE,WEST), then you must enclose the value with an alternate separator (for example, %01-SAGE,WEST%). Because the comma is a separator, if the value is not enclosed in alternate separators, the system can search for two incorrect values (for example, "01-SAGE" and "WEST", instead of "01-SAGE,WEST").

If your company uses commas in item codes, use an alternate separator to select one or multiple item codes.

 

Value

Enter a value based on the operand entered, or click the Lookup or Calendar button to select a value from the list. Multiple values can be entered by using a comma or alternate separators to separate values.

Note If Country Code is an option in the Select field, and your source documents have no value in the Country Code field, the default Country Code entered in Company Maintenance is used as selection criteria for those documents.

You can enter single or multiple values as follows:

Operand	Value
All	Selects all information for the Select Field.
Begins with	Multiple values are separated by a comma or alternate separator. An OR condition is assumed.
Ends with	Multiple values are separated by a comma or alternate separator. An OR condition is assumed.
Contains	Multiple values are separated by a comma or alternate separator. An OR condition is assumed.
Less than	Only single values are allowed.
Greater than	Only single values are allowed.
Range	Both Value fields are used to define a range. Only single values are allowed at each Value field.
Equal to	Multiple values are separated by a comma or alternate separator. An OR condition is assumed.
Not Equal to	Multiple values are separated by a comma or alternate separator. An AND condition is assumed.

Note If you enter a value that contains a comma (for example, if a vendor number is 01-SAGE,WEST), then you must enclose the value with an alternate separator (for example, %01-SAGE,WEST%). Because the comma is a separator, if the value is not enclosed in alternate separators, the system can search for two incorrect values (for example, "01-SAGE" and "WEST", instead of "01-SAGE,WEST").