To print 1099 statements

Warning: You must print W-2 forms, 1099 statements and Forms W-3 and 1096 before closing a payroll year

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

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

Select "1099" 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. Click OK

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 for whom 1099 forms will be printed. 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.)

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

Warning: Forms that don't match governmental guidelines won't be accepted

Click OK to accept the entries you've made in this window. The Review 1099s Before Printing window appears, and you can choose specific forms to print 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.

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 1099s Before Printing window.

When you're ready to print the 1099 forms, click the Print button. A message will ask if you'd like to print Form 1096 in addition to your 1099 forms. If you would, see To print Form 1096 to learn how to set up and print your 1096 statement. If not, the documents you've selected will be printed.

After you've printed all the forms you need, you should always make a backup of your AccountEdge company file. Once the payroll year is closed, detailed payroll information is no longer available and 1099 forms 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.