1099 Reporting

Guide Steps

Overview of Process

The 1099 process has two main components.  First, you will want to Audit the Vendors that were paid.  And Second, process and validate those vendors and print the actual 1099 documents.  Please NOTE that CMIS no longer supports the 1099 Misc. Form, but only the 1099 NEC Form.

1

Audit The Vendors

 

  1. Navigate to MAA > Accounting > Disbursements/Checks > ListView
  2. Click on Actions and select Find 1099 Records.
  3. In the Pre 1099 Audit Report Find window check the Accounts you would like to include and click on the For this Date Range button.
  4. Click Continue.
  5. Click Print and select the print option 89 Form 1099 Report so that you can review all the transactions and each payee’s information.

NOTE: make all necessary corrections in Contacts and MAA.

2

Process and Create the 1099's

  1. After validating the 1099 Report and making the necessary corrections, follow the previous steps 1-4 above. (this will get the correct found set of records)
  2. While still in the Disbursement/Checks List View, click Actions and select Send These Checks to 1099 File.
  3. Then navigate to Setups > Government > 1099 Reporting > List View
  4. Click the Validate button.
  5. After everything is validated, click the Print button and select the desired form. Repeat for all the versions of the forms that are needed.
  6. Click the Export button to create the file to send to the IRS.
3