You may laser-print 1096 transmittal forms on preprinted forms or plain paper, and laser-print blank 1096 forms and alignment masks. Blank 1096 forms may be printed for the payer's copy only.
Preprinted forms must be used for the submittable copy.
You cannot print 1096 forms using a dot-matrix printer, but the totals needed to prepare the forms will appear on dot-matrix 1099/1098 forms if you responded Y to the Totals on 1099s prompt in program SI, Menu Selection 1 (3,2).
Choose 4 from the TF menu and the following menu appears:
Process Current Ledger (1)
Use this routine to laser-print 1096 transmittal forms on preprinted forms or plain paper.
1099/1098 Type
Select the appropriate 1099/1098 type. Press F1 to select the type from a pop-up list.
Set Selection
Select the appropriate set of forms to be printed. You may also print an individual form. Press F1 to select the set from a pop-up list.
Copy Selection
If you chose to print an individual form, select the appropriate copy. Press F1 to select the copy from a pop-up list.
Continue? (Y,N)
Press Y to accept the 1099/1098 selections; CLS displays the available forms for the selected set.
The following screen displays the available forms for the 1099-MISC Traditional set. Press N to return to the 1099/1098 Type prompt.
Use the arrow keys (↑,↓) to scroll through the list of forms. Select the number of copies to be printed for each form.
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Continue? (Y,N)
Press Y to accept the copy selections, and the following screen appears. Press N to return to the Copies prompt for the first form.
Vendor Series (ENTER for all)
Enter a vendor series, or press Enter to print forms for all series. Press F1 to select from a pop-up list of available series.
Payroll Consolidation (0-2)
If forms will be printed for more than one payroll series, press 0 to print separate totals for each series. Press 1 to consolidate the series by federal I.D. Press 2 to consolidate the series totals by state I.D. The default response is set in program LI, Menu Selection 3 (1).
Soc Sec No. Selection (1-3)
Press 1 to print 1096s for vendors with social security numbers, or press 2 to print forms for those without social security numbers. Press 3 to print 1096 forms for all vendors. Press F1 to choose the social security number selection from a pop-up list.
Preprinted Payer Info (Y,N)
If you are using preprinted laser forms, press Enter to accept the default N response if you want CLS to print the address on the submittable copy. Press Y if the address is already printed on the form.
Minimum Payment ($0 - $999)
Enter the amount below which a vendor should not be included in the 1096 totals.
Contact Type (1-3)
Press 1 to use the contact information entered in SI, Menu Selection 1 (3,1). If you selected a single series above, press 2 to use the employer information entered in PF, Menu Selection 2; if you selected all series, press 2 to obtain the contact information from the source indicated in PF, Menu Selection 2. Press 3 to enter the information below. Press F1 to select the contact type from a pop-up list.
Contact Person Contact Telephone Contact Fax Number Contact E-mail Address Signature Title
Depending on your selection at the Contact Type (1-3) prompt, CLS will autofill the appropriate information. You may also enter the contact information.
Payroll Tax Forms (TF) 4-29
Print Payer ID as: EIN (Box 1), or Soc Sec (Box 2)
Press Enter to accept the default 1 response and print the payer I.D. as an EIN number in Box 1, or press 2 to print the payer I.D. as a Social Security number in Box 2.
Continue? (Y,N)
Press Y to accept the vendor series selections. You will be prompted to select the correct printer.
Press N to return to the Vendor Series (ENTER for all) prompt.
When printer is ready, load...
Press ENTER to continue, or ESC to abort:
CLS prompts you to insert the appropriate form copy or load the printer with plain paper. Press Enter to continue, or press Esc to abort 1096 processing and return to the Vendor 1096 Forms menu.
When all forms have been printed, CLS returns to the Vendor 1096 Forms menu. Press Esc to return to the TF menu.
Batch Process Ledgers (2)
Use this routine to print 1096 forms for multiple ledgers. You may select the number of copies to print and choose the paper type to be used for each form (e.g., blank paper or preprinted forms).
1099/1098 Type
Select the appropriate 1099/1098 type. Press F1 to select the form type from a pop-up list.
Set Selection
Select the set of forms to be printed. You may also print an individual form. Press F1 to select the set from a pop-up list.
Copy Selection
If you chose to print an individual form, select the appropriate copy to print. Press F1 to select the copy from a pop-up list.
Continue? (Y,N)
Press Y to accept the 1096 selections; CLS displays the available forms for the selected set. The following screen displays the available forms for the 1099-MISC Traditional set.
Use the arrow keys (↑,↓) to scroll through the list of forms. Select the number of copies to print for each form.
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Continue? (Y,N)
Press Y to accept the copy selections, and the following screen appears. Press N to return to the Copies prompt for the first form.
CLS displays the ledgers found in the current data path. Use the arrow keys (↑,↓) to scroll through the list of ledgers. Tag or un-tag the ledgers to be processed by pressing the space bar or T.
Press Enter to accept the tagged ledgers, or press Esc to exit the ledger selection window.
Do you wish to CLEAR ALL selected ledger tags?
This prompt appears only if you press Esc to exit. Press Y to clear the tags, or press Esc to return to the selection window without removing the tags.
Continue? (Y,N)
Press Y to accept the tagged ledgers and continue to the next screen of prompts. Press N to return to the selection window.
Sort by Ledger or Form Type (L,F)
Press L to sort 1096s by ledger as they are printed, or press F to sort 1096s by form type.
Payroll Consolidation (0-2)
If forms will be printed for more than one payroll series, press 0 to print separate 1096s for each series. Press 1 to consolidate the series by federal I.D. Press 2 to consolidate the series totals by state I.D. The default response is set in program LI, Menu Selection 3 (1).
Soc Sec No. Selection (1-3)
Press 1 to print 1096s for vendors with social security numbers, or press 2 to print forms for those without social security numbers. Press 3 to print 1096 forms for all vendors. Press F1 to choose the social security number selection from a pop-up list.
Preprinted Payer Info (Y,N)
If you are using preprinted laser forms, press Enter to accept the default N response if you want
Payroll Tax Forms (TF) 4-31
CLS to print the address on the submittable copy. Press Y if the address is already printed on the form.
Minimum Payment ($0 - $999)
Enter the amount below which a vendor should not be included in the 1096 totals.
Contact Type (1-3)
Press 1 to use the contact information entered in SI, Menu Selection 1 (3,1). If you selected a single series above, press 2 to use the employer information entered in PF, Menu Selection 2; if you selected all series, press 2 to obtain the contact information from the source indicated in PF, Menu Selection 2. Press 3 to enter the information below. Press F1 to select the contact type from a pop-up list.
Depending on your selection at the Contact Type (1-3) prompt, CLS will autofill the appropriate information. You may also enter the contact information.
Print Payer ID as: EIN (Box 1), or Soc Sec (Box 2)
Press Enter to accept the default 1 response and print the payer I.D. as the EIN number in Box 1, or press 2 to print the payer I.D. as the Social Security number in Box 2.
Continue? (Y,N)
Press Y to accept the vendor series selections. Select the correct printer, and respond to the following prompts. Press N to return to the Sort by Ledger or Form Type (L,F) prompt.
When printer is ready, load...
Press ENTER to continue, or ESC to abort:
CLS prompts you to insert the appropriate form copy or load the printer with plain paper. Press Enter to continue, or press Esc to abort 1096 processing and return to the Vendor 1096 Forms menu.
*** End of Batch Processing of 1096's ***
When all forms have been printed, CLS returns to the Vendor 1096 Forms menu. Press Esc to return to the TF menu.
Print Corrected Forms (3)
Use this routine to laser-print corrected 1096 transmittal forms on preprinted forms or plain paper.
Note: Corrected 1096 forms will include only those 1099/1098 vendors who have been assigned a C option in program EF, Menu Selection 1.
1099/1098 Type
Select the appropriate 1099/1098 type. Press F1 to select the type from a pop-up list.
Set Selection
Select the appropriate set of forms to be printed. You may also print an individual form. Press F1 to select the set from a pop-up list.
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Copy Selection
If you chose to print an individual form, select the appropriate copy. Press F1 to select the copy from a pop-up list.
Continue? (Y,N)
Press Y to accept the 1099/1098 selections; CLS displays the available forms for the selected set.
The following screen displays the available forms for the 1099-MISC Traditional set. Press N to return to the 1099/1098 Type prompt.
Use the arrow keys (↑,↓) to scroll through the list of forms. Select the number of copies to be printed for each form.
Continue? (Y,N)
Press Y to accept the copy selections, and the following screen appears. Press N to return to the Copies prompt for the first form.
Vendor Series (ENTER for all)
Enter a vendor series, or press Enter to print forms for all series. Press F1 to select from a pop-up list of available series.
Payroll Consolidation (0-2)
If forms will be printed for more than one payroll series, press 0 to print separate corrected 1096s for each series. Press 1 to consolidate the series by federal I.D. Press 2 to consolidate the series totals by state I.D. The default response is set in program LI, Menu Selection 3 (1).
Soc Sec No. Selection (1-3)
Press 1 to print 1096s for vendors with social security numbers, or press 2 to print forms for those without social security numbers. Press 3 to print 1096 forms for all vendors. Press F1 to choose the social security number selection from a pop-up list.
Payroll Tax Forms (TF) 4-33
Preprinted Payer Info (Y,N)
If you are using preprinted laser forms, press Enter to accept the default N response if you want to print the address on the submittable copy. Press Y if the address is already printed on the form.
Minimum Payment ($0 - $999)
Enter the amount below which a vendor should not be included in the 1096 totals.
Contact Type (1-3)
Press 1 to use the contact information entered in SI, Menu Selection 1 (3,1). If you selected a single series above, press 2 to use the employer information entered in PF, Menu Selection 2; if you selected all series, press 2 to obtain the contact information from the source indicated in PF, Menu Selection 2. Press 3 to enter the information below. Press F1 to select the contact type from a pop-up list.
Depending on your selection at the Contact Type (1-3) prompt, CLS will autofill the appropriate information. You may also enter the contact information.
Print Payer ID as: EIN (Box 1), or Soc Sec (Box 2)
Press Enter to accept the default 1 response and print the payer I.D. as an EIN number in Box 1, or press 2 to print the payer I.D. as a Social Security number in Box 2.
Continue? (Y,N)
Press Y to accept the vendor series selections. You will be prompted to select the correct printer.
Press N to return to the Vendor Series (ENTER for all) prompt.
When printer is ready, load...
Press ENTER to continue, or ESC to abort:
CLS prompts you to insert the appropriate form copy or load the printer with plain paper. Press Enter to continue, or press Esc to abort 1096 processing and return to the Vendor 1096 Forms menu.
When all forms have been printed, CLS returns to the Vendor 1096 Forms menu. Press Esc to return to the TF menu.
Print Blank Forms (4)
Use this routine to laser-print blank 1096 transmittal forms on plain paper. You may print only the payer's file copy.
Payroll Year
Enter the calendar year for the blank 1096 forms; current choices are 2005-2010.
Number of Pages
Enter the number of pages of blank 1096 forms to print, or press Enter to print a single form.
Continue? (Y,N)
Press Y to print the blank 1096 form(s). You will be prompted to select the correct printer. Press N to return to the Payroll Year prompt.
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When all forms have been printed, CLS returns to the Vendor 1096 Forms menu. Press Esc to return to the TF menu.
Form Alignment (5)
Use this routine to print an alignment mask to make sure the 1096 forms line up properly. These adjustments will move the data relative to the form image or preprinted form.
Copy Selection
Select the 1096 copy for which to print an alignment mask. Press F1 to select the form from a pop-up list.
Continue? (Y,N)
Press Y to continue. Select the correct printer, and respond to the following prompts. Press N to return to the Copy Selection prompt.
Vertical Offset (-0.5000 to +0.5000)
You may adjust the vertical position of fields on the page. This adjustment moves all fields up (-) or down (+) on the page.
Horizontal Offset (-0.5000 to +0.5000)
You may adjust the horizontal position of fields on the page. This adjustment moves all fields left (-) or right (+) on the page.
Vertical Stretch (-0.5000 to +0.5000)
You may change the vertical spacing between lines on the page. This adjustment vertically stretches (+) or contracts (-) spacing between lines.
Horizontal Stretch (-0.5000 to +0.5000)
You may change the spacing between fields on the page. This adjustment horizontally stretches (+) or contracts (-) spacing between fields.
When the alignment mask has been printed, CLS returns to the Vertical Offset prompt. You may enter additional adjustments until you are satisfied with the alignment, or press Esc to return to the Copy Selection prompt. Continue to press Esc to return to the TF menu.