Build 1099 Workfile

Use the Build 1099 Workfile routine to create vendor 1099 records for the vendors who are 1099-eligible and who have payments year-to-date that exceed the minimum amount specified on the 1099 Parameter record.  

Notes:  

• A vendor is eligible to receive a 1099 if their 1099 Eligible/Default setting is set to a 1099 code and they have payments YTD that exceed the minimum amount specified on the 1099 parameter record.

• The 1099 Codes Table Use 1099 File setting determines the source of the amounts printed on the vendor 1099 form.  If you select Use 1099 File, the Vendor Payment Amount YTD prints on the vendor 1099.  If you do not select Use 1099 File, the Vendor Calendar Paid Amount YTD prints on the vendor 1099.

• For more information on the 1099 steps and tasks, see 1099 Forms Procedure.

Directions:

To see directions for...

• Opening the Build 1099 Workfile Routine, click More.

   

  1.  Click Utilities from the Menu Bar.

  2.  Click 1099 Forms.

  3.  Click Build 1099 Workfile.
  
  Or, use the keyboard shortcut:  [ALT] [t] [1] [b].

   

  Build 1099 Workfile Window Example:

  

   

• Choosing the Selections at the Prompt Window, click More.

   

  Build 1099 Workfile Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Last Created On	Displays the date the Vendor 1099 forms were last created for your reference. (mmddccyy)
  	To run the routine, click Proceed or press [ENTER]. Keyboard shortcut: [ALT + p]
  	To escape from the routine, without proceeding click Close .
  	To close the window when the Status window displays *** Process Complete *** and the routine is complete, click Done. Keyboard shortcut:  [ALT + d]  Important: The Status window displays **** Process Complete **** when the process is ended.  In addition, the Status window displays xxx Records Written for your reference.
  	To save a copy of the Build 1099 information displayed in the Status Window, click Save. Keyboard shortcut:  [ALT + s]

   

  If you click Save, the following window displays:

   

  

   

  Save Workfile Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  File name	Enter the location and the name of the file to be saved.
  Save as type	To specify the save as type, click a choice in the drop-down list.
  	To escape from the routine, without proceeding click Close .
  	To finalize the save, click Save.