PRINT 1099 EDIT REPORT
Use this report to review your 1099 information for discrepancies before you print 1099s. The report includes the pay vendor's ID, tax ID, and name; the company's ID and name; and the amount of 1099 income. If you sort the report by company, the total amount of 1099 income prints as a subtotal for each company. The total number of records for each company is also included on the report. If you sort the report by pay vendor, a grand total of all 1099 income is included on the report, as well as the total number of 1099 records. You can print only one record per pay vendor per company; Costpoint adds the amounts associated with different cash organizations to arrive at the total amount of 1099-MISC income (the amount actually printed on the 1099) for the pay vendor.
The report does not include address codes and addresses for vendors. When you print 1099s, only the first address line (address line 1) prints on the form, along with the city, state/province, and postal code. Address line 2 and address line 3 do not print on 1099s. To ensure that the addresses for your vendors are correct, review address information on the Manage Vendors screen or print the Vendor Information report.
Print this report as a final check before you print 1099s. Before you run this report, you must create 1099 information on the Create 1099 Information screen. If you find discrepancies in 1099 data, you can use the Edit 1099 Information screen to correct them. Correct errors in the other fields on this report via the following screens:
If you make changes on any of the screens listed above, you must recreate 1099 information on the Create 1099 Information screen.
You can print the 1099 Edit Report as many times as necessary.
Location
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 are also included in the saved parameter ID if there are any.
You can change any of the associated selection defaults as necessary.
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 in the screen, such
as PERIOD or QUARTERLY.
When you save your record, all the selections made in 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 in 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.
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.
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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.
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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.
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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.
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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.
Option
Use this drop-down list to select the range of pay vendors to be included. Valid options are:
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All — Select this option to include all available pay vendors. The Start and End fields are disabled for this option. This is the default.
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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.
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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.
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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.
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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
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
1st Sort
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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.