Note: To use this screen, you must have security authorization to maintain tax numbers.
Enter the range of vendors for which you want to produce 1099 data for submission.
Specify a file name and location for the output file.
Enter the calendar year for which you are submitting the 1099s.
Note: You can enter the current year or a previous year.
Select this option only if you will not be filing 1099s under this name and tax number again.
Select this option if your company is located outside the United States.
Enter the four-character Payer Name Control that appears on the mail label on the Package 1099 that you received in December.
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.
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.
Enter a phone number for your company or for the transfer agent, if you used one.
Enter the address of the transfer agent, or enter your company's address.
Note: The Country field appears only if you selected the Foreign Entity option.
Enter your company's 9-digit federal tax number.
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.
Enter the name of the company to which correspondence regarding problems with the electronic submission should be sent.
Enter the name of a contact person to whom to send correspondence.
Enter the five-character Transmitter Control Code issued by the IRS.
Enter an e-mail address for the contact person.
Select this option if the transmitting company is located outside the United States.
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.
Enter a phone number for the contact person.
Enter the address for the company you entered in the previous field.
Note: The Country field appears only if you selected the Foreign Entity option.
Enter the transmitter's 9-digit federal tax number.
Select this option if you are:
- Applying for electronic filing.
- Filing electronically for the first time.
- Participating in the Combined Federal/State Filing Program.
Overview
Note: Depending on how your system is set up, this desktop screen may also be available as a web screen. For more information, see the Web Screens Getting Started Guide or the help for Sage 300 web screens.
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 physical media.
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.