1099 Reporting

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. 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.

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. If you see any red triangles on the right side of a record, that record has issues that need to be addressed.
   1. Clicking on the red triangle will take you to the Detail screen.
   2. The 1099 Detail View will highlight in red any field that is not correct.
   3. The tooltip for a “red” field will indicate the issue.
   4. NOTE:
      1. In all cases, corrections will need to be made in the Contacts section.
      2. After making the corrections in Contacts, return to the 1099 Detail View and click the Refresh button.
5. To make sure all creations have been made, click the Validate button.
6. After everything is validated, click the Print button and select the desired form. Repeat this process for all necessary versions of the forms.
7. Click the Export button to create the file to send to the IRS.