1099 Forms

How Do I...

Use 1099 forms to print year-end statements for your 1099-type vendors. The total amount of cash paid to this vendor for the entire calendar year is the amount printed on the 1099 form.

ClosedPredefined 1099 forms

Sage 50 includes the following predefined vendor 1099 forms:

Get information about ordering preprinted payroll tax and 1099 forms.

ClosedPrinting 1099 forms

  1. Select Forms from the Reports & Forms menu. Then select Tax Forms.
  2. The Select a Report or Form window will open with the Forms list shown.
  3. Select the 1099 form you want to print from the Forms list.
  4. Click the Preview and Print button located below the sample image of the form.
  5. The Preview and Print 1099 Forms filter screen will open.

  6. Make your filter selections. In the Payment Method filter, select the type of payments to include when calculating the 1099s. Tell me more about this

    Note: Click Refresh List after opening the filter screen to see the information in the selection grid. Also, be sure to click Refresh List after making any filter selections to see the updated information in the grid. When you click Print/Email, forms will print based on the current filter selection criteria regardless of what you may have previously selected in the grid.

  7. Click the Print/Email button to print the forms.

Using the Preview and Print 1099 Forms Filter Screen

When you choose to print or preview a form, the preview and print filter screen appears. You do not have to make any changes to this screen. You can select the Print/Email or Print Preview button to print, email, or preview the form based on the default filter settings. However, if you want to change the filter selections, you may do so using the different tabs on the filter screen.

ClosedUsing the Print/Email tab

The Print/Email tab lets you select the criteria you want to use to print the form.

Refresh List: Select this button to refresh the selection grid. You must select this button after opening the filter screen or making any changes to the filter selections to see the correct information in the grid.

Selection Grid: This grid shows all of the vendors that meet the filter selection criteria. Select the vendors that you want to include on the 1099 forms from the grid. All of the vendors are selected by default. You can manually select and deselect the vendors in the grid. You can also use the All and None links above the grid to select all of the vendors or deselect all of the vendors in the grid. You can change the sorting of the vendors in the grid by clicking on the heading of the column that you want to use to sort the vendors.

Year: Select the year that you want to print 1099s.

Use this form: Select the form you want to print.

Customize this form: Select this link if you want to customize the selected form. The form will open in the Forms Design window.

Adjust Limits: The federal government determines the lower limits that print on 1099 forms. However, if you want to manually adjust these limits, click this button. The 1099 and 1096 Forms - Lower Limits window will open and you can make desired changes.

Filter vendors by: This allows you to further specify the form that you want to print.

Vendor ID: If you want to limit the 1099 forms to a particular vendor or range of vendors, enter the vendor IDs here. If you want to filter for one vendor, enter that vendor's ID in both ID boxes. Leave this filter selection blank if you do not want to filter by vendor ID.

Active/inactive: You can choose to limit the 1099 forms to active vendors only, inactive vendors only, or both active and inactive vendors. Vendors are made inactive by selecting the Inactive checkbox on the Maintain Vendors window.

ClosedUsing the Print Setup tab

Select the Print Setup tab to assign the default printer for this form and set the page margins. The file name for the form is also shown on this tab. There is an Align button that you can click if you need to adjust the alignment of the form. Tell me more about print setup.

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Published: March 21, 2017
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