Form 1099 Loading Criteria Accounts Payable>Form 1099

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Overview

 

Complete this dialogue to load in Vendors and/or Employees for 1099 processing. More on Filling out the 1099


 

Field Descriptions

Options

Year - Calendar year that should be analyzed.
1099 Minimum - Minimum amount paid out before a 1099 should be generated for a given vendor or employee.
Run Cash Conversion - When checked, the cash based conversion utility will be run prior to generating 1099's. Cash journals are used in 1099 calculations.
Use All Accounts - When checked, all G.L accounts are considered for 1099 pay amount; otherwise, only accounts that are flagged in the chart of accounts as 1099 accounts will be used.

 

Vendors

No Vendors - When checked, no vendors are selected.
All Vendors - When checked, all vendors are selected.
Types of Vendors - When selected, vendors with a selected 1099 Type (Vendors>Settings Tab>Vendor Types>1099). The 1099 list is managed under Administration>List Management>Vendor 1099 Types.
Selected Vendors - A user is able to select individual vendors here.

 

Employees

No Employees - When checked, no Employees are selected.
All Employees - When checked, all employees are selected.
Selected Employees - If All Employees is not checked, you can select individual employees here.

 

Buttons/Check boxes

Use Previously Saved Values - When checked, values from the previously saved session will be loaded
Load - Loads the selections
Cancel - Cancels and closes the dialogue