Fields and controls
From/To
Enter the range of vendors for which you want to produce 1099 data for submission.
Output File
The default file name and location is in the installation root folder under RUNTIME\IRSTAX.
Payment Year
Enter the calendar year for which you are submitting the 1099s.
Note: You can enter the current year or a previous year.
Payer Information
City
Enter the city of the transfer agent, or enter your company's city.
Country
Enter the country of the transfer agent, or enter your company's country.
Note: The Country field appears only if you selected the Foreign Entity option.
Final Filing
Select this option only if you will not be filing 1099s under this name and tax number again.
Foreign Entity
Select this option if your company is located outside the United States.
Name Control
Enter the four-character Payer Name Control that appears on the mail label on the Package 1099 that you received in December.
Name Line 1 and Line 2
On Line 1, enter your company's usual business name.
On Line 2, if you selected the Transfer Agent option, you must enter the name of the transfer agent. Otherwise, you may continue your company name on this line, if you need more room.
Office Branch
Enter additional identifying information that you want to appear with correspondence that the IRS sends you or your vendors.
Note: If you use a Branch code in your company profile, Accounts Payable displays it here.
Phone
Enter a phone number for your company or for the transfer agent, if you used one.
State/Province
Enter the state / province of the transfer agent, or enter your company's state / province.
Street
Enter the street address of the transfer agent, or enter your company's street address.
Tax Number
Enter your company's 9-digit federal tax number.
Transfer Agent
Select this option if another company paid or transferred funds to the U.S. resident for your company.
Note: If you select this option, you must enter the name of the transfer agent in the (Name) Line 2.
ZIP/Postal Code
Enter the ZIP / postal code of the transfer agent, or enter your company's ZIP / postal code.
Transmitter Information
City
Enter the city of the company that is transmitting this information.
Company
Enter the name of the company to which correspondence regarding problems with the electronic submission should be sent.
Contact
Enter the name of a contact person to whom to send correspondence.
Control Code (TCC)
Enter the five-character Transmitter Control Code issued by the IRS.
Country
Enter the country of the company that is transmitting this information.
Note: The Country field appears only if you selected the Foreign Entity option.
Email
Enter an e-mail address for the contact person.
Foreign Entity
Select this option if the transmitting company is located outside the United States.
Name Line 1 and Line 2
On Line 1, enter the normal business name of the company that is transmitting this information.
On Line 2, continue entering the business name, if you need more room.
Phone
Enter a phone number for the contact person.
State/Province
Enter the state / province of the company that is transmitting this information.
Street
Enter the street address of the company that is transmitting this information.
Tax Number
Enter the transmitter's 9-digit federal tax number.
Test File
Select this option if you are:
- Applying for electronic filing.
- Filing electronically for the first time.
- Participating in the Combined Federal/State Filing Program.
ZIP/Postal Code
Enter the ZIP / postal code of the company that is transmitting this information.
Overview
Use the A/P 1099 Electronic Filing screen to create an electronic file to submit 1099 forms through the IRS FIRE (Filing Information Returns Electronically) System online or by mailing them on magnetic tape or diskettes.
When you finish filing, Accounts Payable automatically prints a summary report of the information you filed, which you can keep with your records.
Note: You should refer to IRS documentation for information on electronic filing requirements before you submit 1099s electronically. For example, the IRS does not accept compressed files.