1099MISC and 1096 IRS Tax Forms

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14.17.1 1099MISC and 1096 IRS Tax Forms Overview

pc/MRP Versions 7.50A and higher have the ability to print 1099MISC and 1096 IRS tax forms. This feature is accessible by selecting the Accounting Module and IRS Tax Forms. This feature allows users to define address entries that require a 1099 form, print and display the forms, define the tax year, threshold, recipient, and a number of other items. When generating the forms, pc/MRP will automatically search through all of the invoices, based on the criteria defined, and print the forms accordingly.

14.17.2 Defining Address Entries that Require a 1099

Each address entry can be defined as requiring a 1099 form by selecting the address desired in the address book module, click on the Sales Contact Info tab, click the check box next to IRS Form 1099 and fill in the Tax ID numbers (federal and state) for the vendor. The check box must be checked and Tax ID number must be populated with at least 7 digits to work correctly. Having this check box checked will flag pc/MRP to create the necessary forms based on the receivers that were posted to the GL for that vendor.

14.17.3 1099MISC IRS Form

 

Wells Fargo ARP Settings Screen

Above is the 1099MISC IRS form generation screen. Through this screen users can define:

14.17.4 1096 IRS Tax Form

Wells Fargo ARP File Generation Screen

Above is the 1096 IRS Tax form generation screen. Through this screen users can define:

         Payer's Federal ID

         Federal ID #

o        Employer ID#

o        Social Security

         Printed Address

         Final Return

         Contact Information

         Tax Year

         Number of 1099 Forms

         Total Amount of 1099

         Output to:

o        Display

o        Printer

         Output Type

14.17.5 Purchasing IRS Tax Forms

IRS 1099MISC and 1096 forms can be purchased at any office supply store. (Office Depot, Stables....) Be sure to purchase forms for the specific tax year that the forms are to be printed for. Tax forms do change year by year.

14.17.6 IRS Tax Forms Troubleshooting

If there are any problems having the forms match correctly to the pc/MRP 1099MISC or 1096 report be sure that the correct year was selected when printing the form. If the forms still to not match, after verifying the year, contact Software Arts.

If not matching data is found, make sure the Tax ID and the 1099 check box is checked within the Address entry desired. Also make sure the checking account used to pay the 1099 in question is set as the primary checking account in option 9 in the settings and utilities.