You may process 1099/1098 forms for the current ledger, laser-print blank 1099/1098 forms, and print form instructions and alignment masks.
Note: Make sure you align payroll tax forms properly before printing.
Choose 3 from the TF menu and the following menu appears:
Process Current Ledger (1)
Use this routine to process dot-matrix and laser-printed 1099s/1098s on preprinted forms. You may also laser-print 1099/1098 forms on plain paper.
4-18 Payroll Tax Forms (TF)
1099/1098 Type
Select the appropriate 1099/1098 type. Press F1 to select the form type from a pop-up list.
Vendor Selection
Select the appropriate 1099/1098 form vendor. Press F1 to select the vendor from a pop-up list.
Set Selection
For laser 1099/1098 forms: Select the set of forms to print. You may also print an individual form.
Press F1 to select the set from a pop-up list.
Copy Selection
For laser 1099/1098 forms: 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 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 print for each form. Press F1 to select the paper type for each form from a pop-up list (e.g., blank paper, perforated paper or preprinted forms).
Continue? (Y,N)
Press Y to accept the form 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 Tax Forms (TF) 4-19
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).
Select a Range of Vendors (Y,N)
Press Y to print forms for a range of vendors. You will be prompted later to enter the beginning and ending vendor numbers. Press N to print forms for all vendors in the selected series.
Soc Sec No. Selection (1-3)
Press 1 to print 1099/1098 forms for vendors with social security numbers (or tax I.D.), press 2 to print forms for those without social security numbers (or tax I.D.), or press 3 to print 1099/1098 forms regardless of social security number. Press F1 to choose the social security number selection from a pop-up list.
Print Totals (Y,N)
Press Y to print totals for 1099 forms. The default response is set is program SI, Menu Selection 1 (3,2).
Minimum Payment ($0 - $999)
Enter the amount per vendor below which 1099s/1098s should not be prepared. CLS automatically defaults to the minimum payment for the selected vendor series.
Is Year Preprinted on Forms (Y,N)
Press Y if the year is preprinted on your 1099/1098 forms, or press N if it is not.
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 Vendor Series (ENTER for all) prompt.
Enter Beginning vendor:
Enter Ending vendor:
If you chose to print forms for a range of vendors: Enter the range of vendors for whom you want forms printed, or select a single vendor. Press F1 to select from a pop-up list of vendors for this ledger.
When printer is ready, load...
Press ENTER to continue, or ESC to abort
For laser 1099/1098 forms: CLS prompts you to insert the appropriate form copy or load the printer with the appropriate paper type. Press Enter to continue, or press Esc to abort 1099/1098
processing and return to the Vendor 1099/1098 Forms menu.
When all 1099s/1098s have been printed, CLS returns to the Vendor 1099/1098 Forms menu.
Press Esc to return to the TF menu.
Notes:
• If CLS returns to the Vendor 1099/1098 Forms menu without printing any forms, use program PF, Menu Selection 2, to make sure you have defined valid column types for each column you want printed on the 1099/1098.
• Vendor Option P in program EF, Menu Selection 1, checks Box 9 on the 1099-MISC, indicating that the payer made direct sales of $5,000 or more of consumer products to a
4-20 Payroll Tax Forms (TF)
buyer for resale.
Batch Process Ledgers (2)
Use this routine to print 1099/1098 forms for multiple ledgers. CLS provides several pre-defined sets of 1099/1098 forms to choose from, or you may create your own set. In each case, you may select the number of copies to print and choose the paper type to be used for each form (e.g., blank paper, perforated 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.
Vendor Selection
Select the appropriate 1099/1098 form vendor. Press F1 to select the vendor from a pop-up list.
Set Selection
For laser 1099/1098 forms: Select the set of forms to print. You may also print an individual form.
Press F1 to select the set from a pop-up list.
Copy Selection
If you chose to laser-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 print for each form. Press F1 to select the paper type for each form from a pop-up list (e.g., blank paper, perforated paper or preprinted forms).
Payroll Tax Forms (TF) 4-21
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)
For laser-printed forms only, press L to sort 1099/1098 forms by ledger as they are printed. Press F to sort 1099s/1098s by form type.
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 1099s/1098s for vendors with social security numbers (or tax I.D.), press 2 to print forms for those without social security numbers (or tax I.D.), or press 3 to print 1099/1098 forms regardless of social security number. Press F1 to select the social security number format from a pop-up list.
4-22 Payroll Tax Forms (TF)
Print Totals (Y,N)
Press Y to print totals for the 1099 forms. The default response is set in program SI, Menu Selection 1 (3,2).
Minimum Payment ($0 - $999)
Enter the amount per vendor below which 1099s/1098s should not be prepared. CLS automatically defaults to the minimum payment for the selected vendor series.
Is Year Preprinted on Forms (Y,N)
Press Y if the year is preprinted on your 1099/1098 forms, or press N if it is not.
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.
Current printer: [HP Laser: Portrait]? (Y,N) Ready? (Y,N)
For laser 1099/1098 forms: CLS prompts you to insert the appropriate form copy or load the printer with the appropriate paper type. Press Enter to continue, or press Esc to abort 1099/1098
processing and return to the Vendor 1099/1098 Forms menu.
*** End of Batch Processing of 1099/1098's ***
When all 1099/1098 forms have been printed, CLS returns to the Vendor 1099/1098 Forms menu.
Continue to press Esc to return to the TF menu.
Notes: