To print Form 1096

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

The Set Up 1099s and 1096 window - Form 1096 view must be displayed.

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

Select "1096" in the Form field.

The entry in the Employer ID# field is based on entries in the Company Information window. Any changes you make here will appear in the Company Information window. Click the arrow next to the company Name & Address field to view or work in the Company Information 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, and will appear in this window when you prepare 1096s in the future.

When all of the information in the Set Up 1099s and 1096 window is correct, click OK.

If you have marked

If you haven't marked

Review 1096 Before Printing window

If you want to apply additional filters or customizations, click Advanced Filters to open the Advanced Filters window and go on to step 4.

If you don't want to apply additional filters or customizations, go on to step 7.

The Advanced Filters window opens. Choose the vendors whose income you want to include on this 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 vendors who were assigned 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.

Forms that don't meet government requirements won't be accepted

Click OK to accept the entries you've made in this window. The Review 1096 Before Printing window appears.

In the Review 1096 Before Printing 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 that vendor. Click the gray box at the top of the column to select or deselect all vendors.

If you want to review or change the amounts for a particular vendor, click the arrow next to the vendor's name. This opens the 1099 Vendor Information window. 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 year-end 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.