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Article ID:                  4183

Subject:                    How to Enable, Verify, and Print Vendor 1099 Forms in Pro Gold i2

Last Modified:         December 04, 2013

Applies to:                Pro Gold i2 3.0

Issue: Vendor 1099 Forms can be tracked, verified and printed from Pro Gold i2 if the 1099 records were kept in Pro Gold i2.

Resolution:  Before the Vendor 1099 Forms are printed, the Vendor needs to be enabled to receive a Vendor 1099 Form. Follow the steps below to enable a vendor to receive a 1099 form from Pro Gold i2.

•          Enable the 1099 for the Vendor.

-          In the Payables Tab, select Work with Vendors.

-          Retrieve the appropriate Vendor record.

-          In the 1099 Information area, check the “Report 1099” checkbox to enable 1099 reporting for the selected vendor.

-          Enter the Vendor’s Tax ID # in the “Fed Tax ID” field.

•          Note: If the ID number has dashes (-), include those as you enter the number (ex: 33-3333333)

-          Use the “Adjust 1099” field to make changes to the reported 1099 amount as needed.

•          Note: 1099 adjust feature only works with “Vendor” type vendor records

-          Click Save to save the changes and Done to close the vendor record.

•          Verify Vendor 1099 Records.

-          Vendor 1099 Form Report: shows the amounts for all 1099 vendors.

•          Click on Vendor Reports in the Payables Tab.

•          Select the Vendor 1099 Form Report

•          Enter the appropriate date range in the report criteria.

•          Select “Preview” to view the amounts for each vendor on the report.

-          Checks by Payee Report: shows the exact dollar amounts for a specific vendor.

•          Click on Banking Reports in the Banking Tab.

•          Enter the appropriate date range in the report criteria.

•          Select the Bank Account and Payee (Vendor) in the criteria section.

•          Select “Preview” to view the amounts paid to the vendor.

•          Print Vendor 1099 Form: Prints 1099 misc. data onto pre-printed laser 1099 Misc. Forms (2 per page)

-          Select Vendor Reports and click on the Vendor 1099 Form report. 

-          Select the appropriate date range in the report criteria.

-          Select “Preview” to view the report.

-          Load Laser 1099 Misc. Forms into the printer and select “p” on the keyboard to see the printer dialog.

•          Note: Before printing the 1099 Misc. Forms, change the paper size of your printer settings to legal (even through the forms are 8 ½ x 11 size). This can be done by selecting your printer properties.

-          Multiple copies can be printed by repeating the steps. 

References:   Below is a link you can use to access Enhancement HelpNet Center resources, which includes the Knowledge Base Article (KBA) Library, Pro Gold i2 Documentation, and Training Webcasts:

   http://secured.progoldi2.com

•          The Enhancement HelpNet links are located on the right side of the web page.

Keywords: 1099 Form, Vendor Earnings, End of Year Adjustments, Reporting Procedures, 4183