To print Form 1099

To print Form 1096

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 "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.

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.

The Forms Selection - Print 1099s and 1096 window will appear. Choose the vendors whose income you want to include in the Form 1096.

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 include 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 1096 Before Printing window appears. In this window, you can choose the vendors whose income will be included on Form 1096 and review and change information about each vendor you selected.

Mark the vendors whose income you want to include in the 1096 by clicking the Print column next to them. If you don't want to include a vendor who's already marked for printing, click the Print column to unmark it. Click the gray box at the top of the column to select and deselect all vendors.

If you want to review or change the amounts for a particular vendor, click the arrow that appears next to the vendor's name. The Vendor 1099 Information window appears. When you're finished making changes, click OK to return to the Review 1096 Before Printing window.

When you're ready to print Form 1096, click the Print button.

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 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.