Article ID: 5526

1099 Forms

1099 Forms require the following:

  • An Accounts Payable module for creating 1099 Forms
  • A vendor name in the Paid To box for each payment made using the General or Trust Check features
  • Spelling and syntax identical to the name that appears in the Open Vendor window

Selecting Report Preferences Using the 1099 Form Common Tab

  1. Select Accounts Payable / 1099 Forms from the Reports drop-down menu.
  2. Click on the Common tab.
  3. Enter the vendor nickname in the Vendor box.
  4. Enter the minimum amount to be listed on the report in the Threshold amount box.
  5. Select Misc from the drop-down list in the 1099 Type box.
  6. Select one of the following options in the Include Vendors section:
    • Select Active to include payments to active vendors only
    • Select Inactive to include invoices belonging to inactive vendors only.
    • Select Both to include invoices that belong to both active and inactive vendors
  7. Select one or both of the following in the Include section:
    • Select General Checks to include payments to vendors made by general check
    • Select Trust Checks to include payments to vendors made by trust check
  8. Enter the beginning date for the period in the Start Date box.
  9. Enter the ending date for the period in the End Date box.
  10. Select one of the following options in the Printer Type section:
    • Select Laser to print 1099 Forms on a laser printer
    • Select Continuous to print 1099 Forms on a dot matrix printer
  11. Enter a positive or negative amount in the Top box to adjust the top margin on the form.
  12. Enter a positive or negative amount in the in the Left box to adjust the left margin on the form.
  13. Enter the font style in the Font Name box to change the font.
  14. Use the Point Size box to change the font size.
  15. Click Test Print to print a test copy of the form.
  16. Click the Firm Information tab to change firm information.
  17. Click OK to print the form.

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Clicking OK on the 1099 Forms Window Under Reports / Accounts Payable

  1. Click OK on the 1099 Form window.
  2. Click OK on the Confirm Copy A forms are in the printer tray prompt.
  3. Click OK on the print window.
  4. Click OK on the Confirm Copy B forms are in the printer tray prompt.
  5. Click OK on th print window.
  6. Click OK on the Confirm Copy C forms are in the printer tray prompt.
  7. Click OK on the print window.
  8. Confirm the information and click OK on the PCLaw prompt.
  9. Click one of the following on the next PCLaw prompt:
    • Click Yes to zero out 1099 opening balances.
    • Click No to maintain 1099 opening balances.
  10. Click Yes.
  11. Click OK to create the 1099 Forms.

NOTE:

PCLaw does not print the actual 1099 Form, but does present the information in the proper format for the preprinted form.

 

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Resetting Margin Settings for 1099 Forms

  1. Exit PCLaw.
  2. Rename the 1099Fm01.lay file located in {Directory path}\PCLaw32\Data\DYNDATA directory.
  3. Reopen PCLaw to recreate the form with original settings.

NOTE:

If you adjust the margin for 1099 Forms it retains the margin settings even though the margin says 0. If you move the margin to the right 1 inch that becomes the new base setting. Any subsequent changes are in addition to the adjusted 1 inch margin.

 

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You can also view a Just in Time Training Tutorial Video about 1099s. To begin the video, open the site, log in, and register for the class. A link to the Just In Time Training Tutorial topic will be listed on your My Courses page in LexisNexis® University.