Print
The form chosen in the Set Up 1099 and 1096 window appears in this field. You can change this, if you wish.
All Vendors
Choose this selection to create forms for all vendors that match the selection criteria you enter in the Identifiers and ZIP Code fields.
Selected
Choose this selection if you wish to print a form for one vendor only. In the field next to this selection, enter the name of the vendor or click the search icon and choose the vendor from the list.
1099 Vendors Only
Mark this selection if you want to print forms for only vendors who are designated 1099 vendors.
A vendor is designated as a 1099 vendor in the Buying Details view of the Card Information window for that vendor. See To set up a 1099 vendor for more information. If you choose any selection except Not 1099 in the Report Payments on 1099 As field, that vendor is considered a 1099 vendor.
Identifiers
Enter identifiers to restrict the list of vendors for which you want to print forms. You can print forms for vendors who are assigned all of the identifiers you enter and match the other search criteria you've entered.
ZIP
Enter a zip code to restrict the list of vendors for which you want to create forms to the vendors whose primary addresses are located in that ZIP code (entered in the ZIP field of the Profile view of the Card Information window). You can also enter just the first digit (or first two, three or four digits) of the ZIP code to match vendors whose primary addresses are located in ZIP codes that begin with the same digit(s).
You can create forms for all vendors that match your entry and the other search criteria you've entered.
Custom List #1, #2, #3
Select an entry from any or all of the three custom lists to restrict the list of vendors for which you want to print forms. You can print 1099s or a 1096 for all vendors that are assigned the custom list selection you enter and match the other search criteria you've entered.
Selected Form for 1099/1096
Select the form layout you use to print 1099 statements or Form 1096s. You can choose one of the following standard form layouts or any of the custom form layouts you may have created for your forms using the Customize window.
Print Alignment Form button
Click this button to print a sample 1099 or 1096 (or page of forms, if you selected Laser 1099 or 1096) that allows you to determine whether the 1099s or 1096 loaded in your printer are positioned correctly for printing.
Before you begin printing, remember to load the forms in the appropriate printer. When you click this button, the Print dialog box for your computer will appear; click OK to print the alignment 1099/1096 or page of 1099s. If the position of the 1099/1096 is incorrect, adjust the forms and print another alignment 1099/1096 or page of 1099s. You can print as many alignment forms as you like.
Customize button
Click this button to display the Customize 1099s window or Customize Form 1096 window, where you can adjust the location of various parts of your Form 1099s or 1096.
Cancel button
Click this button to close this window without recording any changes you made.
OK button
Click this button to accept the entries you've made in this window. The Review 1099 Forms Before Printing window or the Review 1096 Before Printing window will appear; you can use this window to review information about each form you selected, as well as choose specific Form 1099s to print or to select which 1099s should be included in Form 1096.