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Contents of the Print 1099 Edit Report Screen

Use the fields and options to configure the Print 1099 Edit Report screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Taxable Entity

Use the fields in this group box to choose the taxable entities you want to include on the 1099 Edit Report. Taxable entities are identified by their ID.

Field Description
Option

Use this drop-down list to select the range of taxable entity IDs to be included. Valid options are:

  • All: Select this option to include all available taxable entity IDs. The Start and End fields are disabled for this option. This is the default.
  • One: Select this option to include only one taxable entity ID and then enter that taxable entity ID in the Start field. The End field is disabled for this option.
  • Range: Select this option to include a contiguous range of taxable entity IDs. Enter the beginning taxable entity ID for the range in the Start field and enter the ending taxable entity ID of the range in the End field.
  • From Beginning: Select this option to include a range of taxable entity IDs that begins with the first of all the available taxable entity IDs and ends with the taxable entity ID that you enter in the End field. The Start field is disabled for this option.
  • To End: Select this option to include a range of taxable entity IDs that begins with the specific taxable entity ID that you enter in the Start field and ends with the last of all the available taxable entity IDs. The End field is disabled for this option.
Start

Enter, or click to select, the starting taxable entity ID for the range that you want to include. If you select All or From Beginning in the Option field, this field is inactive.

End

Enter, or click to select, the ending taxable entity ID for the range that you want to include. If you select All, One, or To End in the Option field, this field is inactive.

Pay Vendor

Use the fields in this group box to select a range of pay vendors to include on your 1099 Edit Report. Pay vendors are identified by vendor ID.

Field Description
Option

Use this drop-down list to select the range of pay vendors to be included. Valid options are:

  • All: Select this option to include all available pay vendors. The Start and End fields are disabled for this option. This is the default.
  • One: Select this option to include only one pay vendor and then enter that pay vendor in the Start field. The End field is disabled for this option.
  • Range: Select this option to include a contiguous range of pay vendors. Enter the beginning pay vendor for the range in the Start field and enter the ending pay vendor of the range in the End field.
  • From Beginning: Select this option to include a range of pay vendors that begins with the first of all the available pay vendors and ends with the pay vendor that you enter in the End field. The Start field is disabled for this option.
  • To End: Select this option to include a range of pay vendors that begins with the specific pay vendor that you enter in the Start field and ends with the last of all the available pay vendors. The End field is disabled for this option.
Start

Enter, or click to select, the starting pay vendor for the range that you want to include. If you select All or From Beginning in the Option field, this field is inactive.

End

Enter, or click to select, the ending pay vendor for the range that you want to include. If you select All, One, or To End in the Option field, this field is inactive.

Calendar Year

Enter, or click to select, the calendar year for which you want to run the report.

Options

Optional Page Break

Field Description
At Taxable Entity

When you enter this screen, this check box is selected. If you are sorting your report by taxable entity, leave this check box selected if you want a page break each time the taxable entity ID changes. If you select the Pay Vendor option, this check box is cleared and disabled.

At Vendor

Select this check box to insert a page break each time the pay vendor changes.

Sort By

Field Description
1st Sort
  • Taxable Entity: This is the default sort option. Leave this option selected if you want to sort your report by taxable entity. If you save your print parameters for this report, this sort option is identified in the Query table as TAXABLE ENTITY.
  • Pay Vendor: Select this option to sort your report by pay vendor. When you select this option, the At Taxable Entity option is cleared and disabled. If you save your print parameters for this report, this sort option is identified in the Query table as PAYVEND.

You can save your sort options and selection criteria for this report with or without printing. After you make your selections, click to save. Enter an alphanumeric identifying code and a short description for this set of print parameters. Then click OK. Later, use Query from this screen to access the print parameters you created and run the same report without having to enter all the information over again.

If you want to keep these parameters but want to run a slightly different report, use Clone to copy the parameters and make minor changes to them without changing your saved parameters.

Include Vendors where payments are below the reportable amount

Select this check box to include vendors whose total payment made is below the 1099 box threshold.