Form 1099 Print

Menu Path: Accounts Payable $Images\bluerarw.gif$ Reports $Images\bluerarw.gif$ Suppliers $Images\bluerarw.gif$ Form 1099 Print

Purpose

Print supplier 1099 forms.

Overview

Use Form 1099 Print to print year-end 1099 forms for suppliers (MISC type only) to comply with U.S. IRS 1099 requirements. If you have other suppliers with different 1099 types (Div, Int, etc.), those must be printed outside of Apprise using 1099 Express™. For more information, see 1099 FAQ.

Note Before printing, you should use Supplier Form 1099 Report to review the suppliers that are subject to 1099 reporting.

Ribbon Home Tab Buttons

Button

Description

Exit

Click this button to close the Form 1099 Print window.

Click this button to display, output, email, or print the report.

Note Load blank forms in the printer before printing.

Select Tab Fields and Buttons

Field or Button	Description
All Suppliers	Select this check box to print 1099 forms for all suppliers. This check box is selected by default.
From (Supplier)	Enter the first supplier code or name in a range of suppliers for which to print 1099 forms, or click one of the Lookup buttons to select a supplier code or name. This field is only enabled if you clear the All Suppliers check box.
To (Supplier)	Enter the last supplier code or name in a range of suppliers for which to print 1099 forms, or click one of the Lookup buttons to select a supplier code or name. This field is only enabled if you clear the All Suppliers check box.
Only Print 1099s Over	Enter the payment amount threshold under which a 1099 is not printed. Note 1099’s are based on payment date, not voucher date.
1099 Type	This field indicates the 1099 type is Misc.
Reporting Year	Enter the year for the 1099 forms, or click the Lookup button to select the year. Note This should generally be the year that just ended, because the form layout may change.
Payer's Federal ID Number	Enter your company's F.E.I.N. that you want printed on the form.
All Supplier Divisions	Select this check box to print 1099 forms for all supplier divisions. This check box is selected by default.
From (Supplier Division)	Enter a supplier division for which to print 1099 forms, or click the Lookup button to select a supplier division. If you want to print 1099 forms for a range of supplier divisions, enter the first supplier division in the range. This field is only enabled if you clear the All Supplier Divisions check box.
To (Supplier Division)	Enter the last supplier division in a range of supplier divisions for which to print 1099 forms, or click the Lookup button to select a supplier division. If you want to print 1099 forms for a single supplier division, you can leave this field blank. This field is only enabled if you clear the All Supplier Divisions check box.
List (Supplier Divisions)	Click this button to display Supplier Division List, which allows you to select specific supplier divisions for which to print 1099 forms. This button is only enabled if you clear the All Supplier Divisions check box. If you click this button and select supplier divisions, the check box to the right of the button is selected.
All Supplier Groups	Select this check box to print 1099 forms for all supplier groups. This check box is selected by default.
From (Supplier Group)	Enter a supplier group for which to print 1099 forms, or click the Lookup button to select a supplier group. If you want to print 1099 forms for a range of supplier groups, enter the first supplier group in the range. This field is only enabled if you clear the All Supplier Groups check box.
To (Supplier Group)	Enter the last supplier group in a range of supplier groups for which to print 1099 forms, or click the Lookup button to select a supplier group. If you want to print 1099 forms for a single supplier group, you can leave this field blank. This field is only enabled if you clear the All Supplier Groups check box.
List (Supplier Groups)	Click this button to display Supplier Group List, which allows you to select specific supplier groups for which to print 1099 forms. This button is only enabled if you clear the All Supplier Groups check box. If you click this button and select supplier groups, the check box to the right of the button is selected.
All A/P Trade Accounts	Select this check box to print 1099 forms for all accounts payable trade accounts. This check box is selected by default.
From (A/P Trade Account)	Enter an A/P Trade account for which to print 1099 forms, or click the Lookup button to select an A/P Trade account. If you want to print 1099 forms for a range of A/P Trade accounts, enter the first account in the range. This field is only enabled if you clear the All A/P Trade Accounts check box.
To (A/P Trade Account)	Enter the last A/P Trade account in a range of A/P Trade accounts for which to print 1099 forms, or click the Lookup button to select an A/P Trade account. If you want to only print 1099 forms for a single A/P Trade account, you can leave this field blank. This field is only enabled if you clear the All A/P Trade Accounts check box.
Display Options	Select one of the following options: Include Only 1099 Vouchers for 1099 Supplier - Include only those vouchers marked for 1099's that were paid in the reporting year. Include All Vouchers for 1099 Supplier - Include all vouchers for 1099 suppliers that were paid in the reporting year. $Images\warning.gif$ There is no way to go back and update a voucher that has been paid so that it is marked as a 1099 voucher. If you forget to set up the supplier as a 1099 supplier, and all of their vouchers should have been marked as 1099 vouchers, then this option allows you to print them anyway. Note The supplier must have the Requires 1099 check box selected in Supplier Maintenance for the 1099 forms to be printed.

Print Options Tab Fields and Buttons

Field or Button	Description
Output Option	Select one of the following output options: Screen - Output to a PDF so you can immediately view the report. If you select this option, you cannot output using Scheduling Assistant. File - Output to a PDF, Excel, Access, or delimited file to be stored for later use. If you select this option, specify the file type and either the output folder or file name. Printer - Output to a selected printer. If you select this option, specify a printer in the Printer field and the number of copies to print in the Number of Copies field. Excel - Output directly to Excel. You can specify the location of the Excel application in the Spreadsheet File field in User Profile Maintenance. If you output to Excel, the report may include additional information. If you select this option and select to output to Scheduling Assistant, you are prompted to select recipients for an email, and Scheduling Assistant sends an email with the report attached as an Excel file.
Save Report File	Select this check box to save the Crystal Reports report (.rpt) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the report file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.
Save Access Database File	Select this check box to save the Access database (.mdb) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the Access database file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.
Output File Type	Select whether to output to a PDF, Excel, Access, or delimited (CSV, DAT, or TXT) file. These radio buttons are only available if you select the File radio button.
Specify File Name	Select this check box to specify the file name of the output report. This check box is only available if you select the File radio button.
Output Directory	Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared.
Output File Name	Enter a location and file name for the output report, or click the Lookup button to navigate to and select a location and file name. The file extension of the file name should match the selected output file type. This field is only available if you select the Specify File Name check box.
Excel Format Name	Enter an Excel format name, or click the Lookup button to select an Excel format name. Excel formats can be set up to specify which fields are output to Excel, and the order and sort order of the fields. This field is only available if you select the Excel radio button.
Format Maintenance	Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button.
Save As Type	Click the Lookup button to select whether to save the delimited file as a CSV, DAT, or TXT file. This field is only available if you select the Delimited radio button, and only enabled if the Specify File Name check box is cleared.
Include header	Select this check box to include a row of header information in the exported delimited file, which labels the data. This check box is only available if you select the Delimited radio button.
Delimiter	Enter a comma (,), caret (^), or vertical bar (\|) as a delimiter for the exported delimited file. This field is only available if you select the Delimited radio button.
Enclosing Character	If you want to use single or double quotation marks around data exported to a delimited file, enter ' or " in this field. Even if this field is left blank, text fields that have commas or carriage returns are enclosed in quotes. This field is only available if you select the Delimited radio button.
Printer	Click the Lookup button to select a printer. This field is only available if you select the Printer radio button.
Print Full Heading on All Pages	Select this check box to include the entire heading from the first page of the report on all pages of the report. This check box is cleared by default, and only enabled if you select the Screen, File, or Printer radio button.
Print Title Line on All Pages	Select this check box to include the report title, page number, and printed date/time on all pages of the report. This check box is selected by default and only enabled if you select the Screen, File, or Printer radio button, and if the Print Full Heading on All Pages check box is cleared.
Report Language 1	Enter the first language for the report, or click the Lookup button to select a language.
Report Language 2	Enter the second language for the report, or click the Lookup button to select a language. If you enter a language in this field, the report is printed in this language and the language entered in the Report Language 1 field.
Horizontal Shading	Select this check box to include horizontal shading on alternate lines of the report to make it easier to read report data. This check box is cleared by default, and is only enabled if you select the Screen, File, or Printer radio button.
Collate	Select this check box to collate the printed copies of the report (if you are printing multiple copies of the report). This check box is cleared by default, and is only enabled if you select the Printer radio button and enter a value greater than 1 in the Number of Copies field. Example You are printing five copies of a 20 page report to distribute to five different people. Leave this check box selected, so that pages 1-20 of the first copy prints, then pages 1-20 of the second copy, etc. If you clear this check box, five copies of page 1 prints, then five copies of page 2, etc.
Horizontal Shading Color	Click the Lookup button to select the color of horizontal shading on the report. This Lookup button is only enabled if you select the Horizontal Shading check box.
Number of Copies	Enter the number of copies of the report to print. This field is only enabled if you select the Printer radio button.
Process	Select whether the task is run now or run by Scheduling Assistant. If you select the Schedule radio button, you can specify when the task occurs, and optionally set up an alert to be created when the task completes. These radio buttons are only enabled if the Disable Scheduling Assistant check box is cleared for your user ID in User Profile Maintenance. Note If you select the Schedule radio button, you cannot output to the screen.
Time	Enter the time to output or process, and select AM or PM. These fields are only enabled if the Schedule radio button is selected, and only available if the Once or Every radio button is selected.
Date	Enter the date (or first date) to output or process. This field is only enabled if the Schedule radio button is selected, and only available if the Once or Every radio button is selected.
Task Occurs	Select one of the following options: Once - Output or process at a specified date and time. Every - Output or process on a recurring basis. You can select to output/process at a specific time: every week on specified days after a specified number of days on the first or last day of each month after a specified number of minutes After - Output/process after a specified task is completed. These radio buttons are only enabled if you select the Schedule radio button.
Frequency	Select one of the following: Day of Week - Output or process every week on the selected days. Days - Output or process after a specified number of days, starting on a specified date. Month - Output or process on the first or last day of each month, starting on a specified date. Time - Output or process after a specified number of minutes, starting on a specified date. These radio buttons are only available if you select the Every radio button.
Day of Week	Select the day(s) of the week to output or process. These check boxes are only enabled if you select the Schedule radio button, and select the Every and Day of Week radio buttons.
Repeat Every X Days	Enter a number of days after which to output or process. This field is only available if you select the Days radio button.
Repeat On	Click the Lookup button and select whether to output or process on the first or last day of the month. This field is only available if you select the Month radio button.
Repeat Every X Minutes	Enter a number of minutes after which to output or process. This field is only available if you select the Time radio button.
Triggering Task Id	Click the Lookup button to select a task ID that will trigger the task. This field is only available if the After radio button is selected.
Triggering Task Name	This field displays the name of the triggering task. This field is only available if the After radio button is selected.
Triggering Task Description	This field displays the description of the triggering task. This field is only available if the After radio button is selected.
Task Description	Enter a description of the task. This can help users understand the purpose of a recurring task.
Scheduling Assistant Queue	Enter an active Scheduling Assistant queue for the task, or click the Lookup button to select a Scheduling Assistant queue. This defaults to the default queue for your user ID. This field is only enabled if you select the Schedule radio button, and you are assigned to a queue other than the Default queue.
External Email	Select this check box to send an email (outside of Apprise, using SMTP) when the task is completed.
Screen Alert	Select this check box to display an alert when the task is completed.
Internal Email	Select this check box to send an internal Apprise email when the task is completed.
Report Files	This grid displays report files set up for the report, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns: Print - Select the check box in this column to output the report file. Number of Copies - Enter the number of copies of the report file to print. This column is only available if you select the Printer radio button. Report Description - This column displays the description of each report file. Report Filename - This column displays the .rpt file name for each report file. Report Name - This column displays the name of each report file.