Printing 1099/1096 Forms

You can print 1099/1096 amounts for vendors in your Accounts Payable system for the following forms:

  • 1099-MISC
  • 1099-NEC
  • 1096

For more information, see A/P Print 1099/1096 Forms Screen.

When to Print

Print 1099 or 1096 forms at the end of each calendar year, after you have entered all transactions for the calendar year.

To print 1099/1096 forms:

  1. Open Accounts Payable > A/P Vendor Reports > Print 1099/1096 Forms.
  2. Enter information in the following fields and controls:
    • Form. Specify whether you are printing 1099 or 1096 forms.
    • Form Type. This field appears if you are printing 1099 forms. Use it to specify whether you are printing 1099-MISC or 1099-NEC forms.
    • Preaddressed Form. This option appears if you are printing 1096 forms. If you are using preprinted forms that already include the address, select this option so that the program does not print the address.
    • For Tax Year. Specify the year for which you want to report 1099 data.
    • Use Form. This field automatically shows the default RPT file for the form and year you've specified. Generally, you should not change this file.
    • From/To Vendor Number. Specify a range of vendors for which to print 1099 data.
  3. Enter payer information, including the name, address, phone number, and tax number of your company.

    If you are printing 1096 forms:

    • In the Type field, specify the type of tax number you are using (your Employer ID Number or Social Security Number).
    • Enter an optional contact name and email address.

    If your company is not in the U.S., select the Foreign Entity option.

  4. To print a test copy of a 1099 or 1096 form to check the alignment of the forms in your printer, click Align.

    You can repeat this step as often as needed when the printing destination is set to Printer.

  5. Click Print.

    • If you are printing to a physical printer, the Print window appears. Confirm your printer selection and the number of copies to print, and then click OK. Otherwise, click Cancel or Setup.
    • If you are printing to the screen (preview), the report appears in a new window. You can print the report or export it to a file.

      Note: For Web-based clients, the preview screen appears first when you click the Print button.

    • If you are printing to a file, the Export window appears. Specify the file format (for example, PDF, DOC, or XLS). Also, specify a destination for the file:

      • Application. View the report in an application that can open files of the specified format (for example, if you specify PDF as the file format, the report opens in Adobe Acrobat). You can then save the file.
      • Disk file. Save the report to a location you specify.
      • Microsoft Mail. Send the report as an e-mail attachment.

      You can enter the name of a non-existent file or directory to be created by the system when you print. When you print to a file, the report is assigned a unique name, for example, CS1000.TXT.

    • If you are printing to e-mail, an e-mail message appears with the report attached.
  6. If you want to use the same settings the next time you print these forms, click Settings > Save Settings As Defaults.