To print Form 1096

Note: 1099 and W-2 information is tracked using the Current Payroll Year entered for your company file

To learn the current payroll year of your MYOB AccountEdge company file and other general payroll information, choose General Payroll Information from the Setup menu.

Warning: You must print W-2 forms, 1099 statements and Forms 1096 and W-3 before you close the payroll year and begin the new one

We strongly recommend that you make a backup of your AccountEdge company file after printing these statements and before closing the year. Once the year is closed, detailed payroll information is no longer available and W-2 forms, 1099 statements, Forms 1096 and W-3 and other reports can't be printed for that year. If you've made a backup, however, you can restore that backup and print the necessary documents.

The Set Up 1099s and 1096 window should be displayed. (To find the Forms Selection - Print 1099s and 1096 window)

1. Select "1096" in the Form field. Your employer ID# will appear based on information entered in the Company Information window. Select Setup > Company Information to view this window.
2. Enter the contact person, telephone number, fax number and email address you would like to appear on Form 1096. Information entered in this window will be saved. Click OK.
3. The Forms Selection - Print 1099s and 1096 window will appear. Choose to print forms for an individual vendor or for all vendors.

If you choose All Vendors, you can enter identifiers and ZIP codes to restrict your list of vendors to be included on Form 1096. Be sure the 1099 Vendors Only selection is marked if you want to print forms for only the vendors who were assigned a 1099 status in the Credit Terms window. (In most cases, this option should be marked.)

4. Using the Selected Form field near the bottom of the window, choose the form layout you want to print.

Warning: Be careful if you plan to customize Form1096

Although you can customize Form 1096 using AccountEdge, forms that don't match governmental guidelines won't be accepted. We recommend that you use the standard form setup.

5. Click OK to accept the entries you've made in this window. The Review 1096 Before Printing window appears. In this window, you can choose the forms that will be included on Form 1096 and review and change information about each form you selected.

Mark the forms you want to print by clicking the Print column next to them. If you don't want to print a form that's already marked for printing, click the Print column to unmark it. Click the gray box at the top of the column to select all items.

6. If you want to review or change the amounts that will be printed on a particular vendor's 1099 form, click the arrow that appears next to the vendor's name. The Vendor 1099 Information window appears. Make any changes you like, then click OK to return to the Review 1096 Before Printing window.
7. When you're ready to print Form 1096, click the Print button.
8. After you've printed all the forms you need, we strongly recommend that you make a backup of your AccountEdge company file. Once the payroll year is closed, detailed payroll information is no longer available and Form 1096 and other reports can't be printed for that year. If you've made a backup, however, you can restore that backup and print the necessary reports.