Accounts Payable > Accounts Payable Reporting menu > AP 1099-MISC Report window
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AP 1099-MISC Report window
If you paid subcontractors during the year, the IRS requires that you submit 1099-MISC forms. For more information, see Resetting YTD Vendor Totals. This option will print the information on 1099-MISC forms.
The 1099-MISC report lets you print test copies to ensure that the data will be placed correctly on the form before you start printing the actual forms. It will also let you print more than one copy if necessary.
If you are sending a printed version of Copy A to the IRS, you must use the preprinted red form so it can be scanned.
Report Type
Choose the type of report to print.
Plain Paper Forms: this option prints with the lines and boxes and includes the information that goes on the 1099-MISC form.
Preprinted Forms: this option includes only the information that goes on the 1099-MISC form. Due to compatibility issues, you cannot print preprinted forms using a dot matrix printer.
1099 Summary: this option includes only the information that goes on the 1099-MISC form in report format for use by you or your accountant. This option also disables all of the copy option check boxes.
Print Amounts of At Least
If there is a minimum amount below which you do not need to print 1099 reports, enter that amount here. Refer to your package 1099 or a tax professional to find out what the current amount is.
Report Adjustment
You can use this option if you selected Preprinted Forms from the Report Type box. If, when you print a test report, you see that the information is printing too high or too low on the form, use this option to adjust the information higher or lower so it will print correctly.
Up 1/2 Line: this option moves all of the information up a half of a text line.
Up 1 Line: this option moves all of the information up a full text line.
Down 1/2 Line: this option moves all of the information down a half of a text line.
This option is available since all printers are different and there is no single way to format for preprinted forms that will work perfectly for all printer and driver combinations.
Use Last Year 1099-MISC Amount
If you select this check box, the amount used is the amount in the Last Year column of the AP Vendors window 1099 tab. You need to select this check box if you have already closed the year for which you are printing the forms.
You can also select this check box if you began using Cougar Mountain in the middle of the year and didn’t enter all the 1099 information for the vendor. This way, you can enter the proper amounts in the Last Year column on the AP Vendors window 1099 tab.
Copy Check Boxes
Select the check boxes that correspond to the copies you want to print. These boxes are only available if you select Plain Paper Forms in the Report Type field.
Additional Filter
If you defined User-Defined Fields in the AP Module Preferences window on the User-Defined Fields tab, they will be available here as an additional filter for the report.
Print Vendor Account Number
If you want your vendor number for this vendor to print on the 1099 forms, select this check box.
Start and End Range: Vendor Number (and User-Defined Field, if selected as Additional Filter)
Use these ranges to specify the vendors and/or items to include in the report. Type the value or use the Lookup to enter the starting and/or ending value to include. Leave the defaults of Start and End to include all values for a particular range.