![]() Contact's Email –Field will populate if entity has the IRS Form 1099 Submission Configuration enabled to submit their own IRS file.If no phone number is entered, it will autopopulate from the CORE/Organization. Contact's Phone - Field will auto populate based on the data entered in the IRS Form 1099 Submission Configuration.Contact’s Name - Field will populate if entity has the IRS Form 1099 Submission Configuration enabled to submit their own IRS file.Organization information is pulling from the details under CORE/Organization.Exclude vendors without a Tax ID – defaults with checkmark.Output File Name is pulling the information entered under CORE/Organization. ![]() If no vendors are selected, then all vendors will be included in the file. Vendor: Can select specific vendors to be included.When selected, the first five digits of the TIN (EIN or SSN) will be replaced with asterisks. Truncate EIN/TIN: This option is only available for Copy 2, Copy B, and Printer/Sealer options for Recipient copies.This option includes the ability to truncate the TIN/EIN numbers. When using this option, if both 1099-MISC and 1099-NEC are selected, the software will produce 2 separate output files for each form type. These are formatted to fit 8 1/2 X 11 Z-Fold forms only. Printer/Sealer Copies - A printable form that contains both Copy 2 and Copy B that will be provided to 1099 vendors.Copy B - For Recipient - This option includes the ability to truncate the TIN/EIN numbers.Copy A - Internal Revenue Service Center copy.Copy 2 - Recipient's State Copy - This option includes the ability to truncate the TIN/EIN numbers.1099 Copy - This box will only appear when the Output File Type of Reference Copy is selected & Payment year is 2020 or beyond.Reference Copies - when selected, the dropdown to choose the 1099 Copy will appear when the Payment year is 2020 and up.XML Format (XML) is the output file used to generate the XML file often used by Third Party software to print the 1099s.IRS Format (TAP) is the output file used to generate the TAP file for IRS electronic submission.TIP: If both are selected and are not generated, please check to see if pop-up blockers on your browser are preventing the files from being generated. Type of Return: Can include one or both types with checkmark.Payment Year: Must be defined so system pulls the correct vendor YTD taxable amounts.
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