New Features for 1099 Pro.NET
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Thank you for using 1099 Pro! The following information will help you use 1099 Pro.NET. If you would like to skip to a specific section, please refer to the navigation bar on the left side of the screen. To be sure that 1099 Pro.NET runs correctly, be sure to turn off your pop-up blocker, or list the url as a safe site in your web browser.
Common Search Features and Functions All search boxes in 1099 Pro ASP can be used in the same way.
Tips for displaying and sorting multiple records on screen:
Miscellaneous:
Form Lookup
The "Form Lookup" search is a direct
search thru all Filers, all Form Types, for either the current or all
prior tax years. When the current year is selected, the search will only
return results for the current year. When a prior year is selected, the
search will return results for all prior years. You may also specify a
particular year by indicating a "Tax Year" in one of
the "Select Search Field" drop-down menus.
![]() Example: Lynda needs to find all forms issued in tax year 2004 by PCode (Payer Code) 1942. Here are the steps she needs to take to find her forms:
Lynda then clicks on the magnifying glass icon to begin her search.
Creating New Tax Forms
This section will outline the simple process of adding a new form to your filers database. First you will want to have your correct filer selected, you will be able to see who the current filer is in the "Current Filer Window", located at the top left corner of your window. The information in the "Current Filer Window" will be used in the creation of your tax form(s), if this is not correct please see the section on selecting your filer before you continue. Once that is completed you will need to select the tax year that you would like to create the form for, this can be found underneath the "Current Filer" box. Underneath the Tax Year box you will see the "Tax Form" drop down box, here you will be able to select one of the various forms that are available for creation within 1099 ProNet.
Once you have chosen the form that you would like to create a new form for click on the "Add" button. You will then be presented with a graphical representation of the form that you selected. From here you can either click on the various fields. Note: You can also use the "Tab" button to cycle down through the fields, or "ctrl-tab" to go up through the various fields. Once you are done you may click on the "Save Form" button Note: If there are any errors or warnings regarding your form you will be informed when you click the "Save form" button. From there you will be taken back to the "Enter, Update and View" screen.
Printing
Send email from 1099Pro.NET quickly & securely
Now you can send encrypted PDF’s directly from 1099Pro.NET. Features include:
The following items must be configured by a Corporate Suite Software administrator:
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Adding, Changing and Deleting a Record
To add a new form, first select the appropriate Filer (PCode), then click on "Browse, Enter & Edit" underneath the "Forms & Printing" menu. Lastly, simply click on the "Add" button located on the bottom right portion of the window. To change an existing record, single click on the row it occupies to select it. When a record is selected, it will be highlighted in blue.
While a record is selected, you can view or change the record by clicking on the "Change" button. Click on the "Delete" button to remove the selected form.
Note: When entering a TIN on a tax form, please be sure to
include dashes in the appropriate places to avoid using the incorrect TIN
type.
Appendix D
Form Status Codes
Advanced Topics
How to make a TIN change and the results of a TIN change
To change the TIN on an existing record please use the following steps: Note: If then TIN change you are making is a correction (post IRS filing), the software will automatically generate the appropriate zeroed record.
It is important to note that any TIN changes made to an existing form will only affect that particular form. For example; if a Recipient in the system has multiple forms issued to him/her and a TIN change is made to one form, the change will only affect that particular form. All other forms issued to that Recipient will continue to have the same TIN they originally had regardless of the TIN change to the other form. Return to the TopHow to make a change to an existing form's address field To change the address information on an existing record please use the following steps:
It is important to note that any address information changes made to an existing form will only affect that particular form. For example; if a Recipient in the system has multiple forms issued to him/her and an address change is made to one form, the change will only affect that particular form. All other forms issued to that Recipient will continue to have the same address information they originally had regardless of the address change to the other form. Return to the Top
Forms & Printing
More IRS Forms & Info
The More IRS Forms & Info section acts as a resource for your filing needs. Here you can find IRS instructions as well as blank IRS forms in PDF format. This section also contains links to the IRS and SSA websites for further research. Options for this screen are as follows: Search Description: Enter search criteria for locating IRS PDF's. Current Query: Allows you to choose from a list of local PDF documents or links to IRS/SSA online documentation. Use the drop-down menu to select either option. Visit IRS: Pressing this button will open a new browser window that is linked to the IRS website. Visit SSA: Pressing this button will open a new browser window that is linked to the SSA website. View the selected Form: Pressing this
button while an item from the list is selected (the item will be highlighted
in blue) will either open a PDF in Adobe Acrobat or open a new browser
window linked to an IRS/SSA website.
Print Export
The print export tool provides a way to print or export records in bulk. The Print Export tool can be accessed by expanding the "Forms & Printing" tab on the left blue pane and then clicking on the "Print Export" item. Recipient records can be manually selected by placing a
check in the checkbox to the left of the desired record. You can also use
the "tag" buttons such as "Tag All", "Untag
All" or "Flip All" to quickly tag a large number
of records. ![]() Queries can also be applied to the record list to further
narrow your results. Should you need to save your current selections and move on to another page, click on the "Save Tagged" button. This will save all your current selections even if you move away from the current page. Once all of the records you wish to process have been
selected, click on the "Export to Excel" button. This will
open all of your current selections in an Excel spreadsheet so that you can
work with or print them. Form Totals Report
To begin, click on the "Form Totals Reports" link within the "Forms & Printing box" found on the left side of your browser window. Note: It may be necessary click on the drop down icon before the link becomes visible.
Report Filter and Form Selection option
All Pending Originals
for this filer: This will generate a report showing print jobs
that were imported with the status set to pending.
Note: Custom queries must be set up inside 1099Pro Client/Server before this option can be used. Error and warning messages Note: These
options are chosen from "Error and warning messages"
drop down menu. Don't print errors and warning details:
Choosing this option will not show error messages or warnings on forms
that forms that have them.
Report Record Ordering Options By Last name: choosing this option
will show you a report using the persons last name to sort the report.
Report Format Options Summary Version (amounts
only, no address, text or error/warning detail):
The only personal
information displayed on this report is the recipient TIN, Account
Number. Name/Company, and the form status. Add custom notes for this report run:
Placing a check within this box will allow you to add a note that will
be printed at the bottom of printed report.
Note: This option is only available when "Extended
Version" is checked off. Return to the Top
General Options
Filers List
The Filers list is where you can add new Filers or update/delete existing Filer information. Features of the Filers List are as follows: Note: You can sort the Filers list by clicking on a column heading at anytime.
Recipient Lookup
To search for a recipient, click on the "Recipient Lookup" link under General Options on the left hand blue pane. Enter a full or partial Recipient TIN, First Name,
Last Name or
Account number. Then select what criteria you wish to search by on the
drop down menu.
Multiple matches will result in a pop-up list of Recipients
to choose from.
If any forms have been issued to the recipient you select, a list will be
generated in the "List of tax Forms issued to this Recipient"
box.
To update a recipient's master record click on "Update Recipient Record" (if allowed by security). Updates will prompt the user for cascading changes to pending tax forms only. Note: When the current
year is selected, the search will only return results for the current year.
When a prior year is selected, the search will return results for all prior
years.
State Corrections after the
"Open Window Period"
In the following example the 1099-R was filed for 2006 to the State of New York for 98,521.00, but in reality should have been filed with California. This guide will walk you though the process of creating a correction for the state withholding amount of $0.00, and saving the form, after that you will need to create a completely new form for California with the correct withholding amount entered. Begin the process by choosing the “Tax Year” from the drop down on the left side of the screen. Now choose “1099-R” from the “Tax
Form” drop down menu.
Click on the record you
would like to change, that record will then be highlighted in blue, now
click on the "Change" button.
Click on the “Create
Correction” button to being creating a correction.
Note:
you can only create corrections for forms that have been filed.
Fields like Federal &
State withholding are protected as these amounts cannot be changed via the
ASP interface. The form below shows withholding to New York.
We will need to change
the State Distribution to $0.00.
Click on “Save Form” when done.
Note: When you have clicked on “Save Form” you may receive
the warning message. After saving the form we are returned to the original corrections screen where we can view the original form or change, delete or print the newly corrected form.
Click on the "Close" button to exit the "Protected Form" window and return to the "Enter, Update and View" window.
Selecting Records for Sample Export
This section will explain how you can export sample data as an excel spreadsheet. First, Click on "Print Export" in the "Forms & Printing" toolbox. Note: If "Print Export" is not visible, click on the "Forms & Printing" dropdown button.
From here you will see all the previous jobs that were printed. Note: You will be able to refine the number of records shown on this screen using either "Preset Queries" or "Custom Queries" You will be able to tag each individual job and then click on the "Save Tagged" button, saving these items will allow you to retrieve them in 1099 Pro Enterprise/SQL, and create a file in the Moore Wallace Preferred Layout (MWPL) format, which contains the data necessary for printing out individual 1099 statements. First you must "tag" all the records that you would like to have exported as sample data. Then you must click the "Save Tagged" button. Once this is completed you will then need to launch the 1099 Pro Enterprise/SQL application. In the "General Options" box you will need to click on the "Export Forms" icon. From here click on the "Moore 1099 Print Export (MWPL Format)" icon i the top right hand corner.
This will begin the MWPL wizard, from here you will be walked through the process of exporting your print jobs as a MWPL file. Note: You can click on "Tag All" to tag all print jobs in the database, this is useful if you have quite a few documents that you would like converted. Note: If there are quite a few print jobs that you would like to print, you can click on "Tag All" and then click on the check box to the left of the "Recipient TIN" box to un- check them. Return to the Top
Preset Query
Using a preset query will allow you to quickly search your database for print jobs related to specific criteria. For example, clicking on Preset Query and then selecting "Corrections (filed)" with nothing in the "Search Recipient TIN" box will return all Filed corrections in your database. Alternately, putting a recipients TIN information into the "Recipient TIN" field and then selecting "Corrections (Filed)" will retrieve all Filed Corrections related to that recipients TIN. ***All Records***: Selecting this option from the drop down will return all results in the database. Note: Depending on the size of your database and the amount of completed print jobs that you have, you may not want to use this option as it could take awhile to pull all entries in your database. Corrections (Filed): Selecting this option from the drop down will only return results that have Corrections that have been files associated with them. Corrections (Not Filed): Selecting this option from the drop down will only return results that corrections that have not yet been filed associated with them. Errors and Warnings Only: Selecting this option from the drop down menu will only return result that have errors or warnings associated with them. Errors Only: Selecting this option from the drop down menu will only return results that have errors associated with them. Warnings Only: Selecting this option from the drop down menu will only return results that have warnings associated with them. Filed Original Forms Only: Selecting this option from the drop down menu will only return original unmodified forms only. Forms With Notes Only: Selecting this option from the drop down menu will only return results that have notes on their print jobs. Pending Original Forms Only: Selecting this option from the drop down menu will only return results that have pending forms that have not yet been filed associated with them. Printed Original Forms Only: Selecting this option from the drop down menu will only return results that have printed already and have no modifications to them. Voided Original Forms: Selecting this option from the drop down menu will only return results that unmodified original forms that were voided. Note: Putting recipient TIN information into the "Search Recipient TIN" field text box, and selecting any of the one of the above options will return results related to that users TIN only, this can drastically improve search times in large databases.
Custom Query
By creating custom queries you will have the option of
either filtering information from your queries or pulling information from a
broader range of sources, First you must select the Custom Query option from either the "Browse, Enter and Edit" screen or the "Print Export screen".
In order to create a new Custom Query first you must click the "Create a new Query" icon. First you must select a condition from the "conditions" field.
Once you have chosen what boxes to use to filter your query
you must choose a operator from the middle drop down menu. The “Is
Empty” would consider the following values of 0 .00 0.00 and nothing as
empty for amount fields. “Is Empty” would also consider only blank
spaces as empty as well.
Note: The comparison operators will change depending on the type of field you have chosen to evaluate Note: You can also use multiple choices from the drop down menu to create your custom query.
If you choose "Select different Filers" you will be given a list of all the current filers in your database, from there you will be able to "Tag" all the filers whose print jobs you would like your query to apply to. Once you are done tagging the filers you would like your query to apply to click the "save" button to return to the "Custom Query" screen. Note: Once you are done creating your new rule it is very important that you click the "Save Query" button. Otherwise when you click on "Close Window" or close the window by other means, your newly create rule will not be reflected on the export screen. Note: Saved Queries will be available in "Print Export" and "Browse, enter & Edit"
Note: Once you are done editing your Custom Query it is very important that you click "Save Query" otherwise closing your window will result in the rule reverting back to its unedited state.
Custom Column Views
There are many benefits to having customized column views. Users often have different reporting needs, and can adjust the column views to display only the fields they need to work with. Customized column views can also be queried for additional filtering. Click on "Browse, Enter, & Edit". On the right side side, click on the add icon under column view, and a view builder window will pop up displaying a list of available fields you can select from.
Select the fields you want by highlighting the filed, then click the right arrow to move it to the selected fields box. In the notes section, you can describe the column view. Name the new column view and click Save. The column view may be edited at any time by clicking the pencil icon under the drop down menu. This will bring up the builder screen again, where your changes can be made. In this example, I will add the tax withholding state, change the heading name and save changes.
To delete the column view entirely, you can click the X icon under the column drop down menu while your
how to query a custom column view.
Utilities
The Utilities menu provides access to further program assistance and 1099 Pro, Inc. web site help resources.
Track Print Jobs
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This section will explain the usefulness of the "Track Print Jobs" area of the 1099ProNet. Here you can go through all past print jobs, as well as see their completion status and preview them and print them again, in case of equipment failure or to review past results. To begin with click on the "Track Print Jobs" icon in the "Forms & Printing" menu. Note: If you do not see the "Track Print Jobs" icon, click on the drop down icon on the "Forms & Printing" bar, below the Tax Form drop down menu. This will open the "Print Bin" window, from here you will have access to the following options. Search Job Description: You can search your past jobs for specific form types, just type the form type name into the search box and press enter. Note: You can further narrow down your results by checking off the "Search anywhere in Job Description" box, then typing more information related to your print job in the text field. Delete All: Clicking on this option will allow you to delete all the print jobs that are present in the "Print Bin" Window. Refresh: Clicking this option will check the server for status updates or new print jobs. Delete: Clicking this will delete the currently highlighted print job. Cancel: Highlighting a print job and clicking cancel will allow you to stop that print job, this is useful for stopping large print jobs that were started in error, ![]() Return to the Top
Custom Statement Printing
1099 Pro ASP users can access custom reports from within the interface.
945 Balancing Report
The purpose of the 945 Balancing report is to determine what the
Federal/State withholding information was input into the 1099 Pro ASP
interface/Corporate Suite software, this report is generated across each of
the Filers in your database as well.
Corrections/Late Adds report (Export to
Excel)
This will create a a report of all late Corrected forms, in addition to
all transactions entered after the cutoff date. This report will not be
printed, but will rather create a file that is compatible with Microsoft
Excel.
TINCheck Integration
TINCheck is a service offered through 1099 Pro. TINCheck is an essential tool in identifying mismatch errors through an interactive and user friendly website prior to filing information returns. Simply log in with a username and password, and instantly gain access to multiple verification sources in one place. Users also have the option of integrating the API/web service into an existing accounts payable system, allowing your company to seamlessly verify information while entering new vendor information into your database. TINCheck offers TINCheck Bulk Processing for users that don’t need real-time results and have bulk files that require validation. TINCheck Bulk allows users to upload their bulk files through the TINCheck website and for results within 48 hours from your request. There a 2 ways you can give a user access to TINCheck integrated features. If the end user is part of a “built-in” access group, the admin can create. If the user is part of a custom access group, you can simply modify the user profile under the access group. Users belong to access group that are highlighted in green are using Built-in Groups. If using built-in groups, a new access group will have to be created to allow access to TINCheck.
Users already using custom access groups and profiles will need to update the access group to allow TINCheck integration. Highlight the group and click the Change button. Tag the Program Area named “Allow access to TINCheck” and the click the Modify button.
Click Select All Rights then Save.
For users using Built-In Groups, you will need to create an Access Group first and then update your User Profile(s). Click the Add button at the bottom.
Give your new access group a name and tag Allow access to TINCheck and click the Modify button.
Click Select All Rights then Save.
Click Save Changes to Group. Go to your User Profiles and update them to include the new access group we created for TINCheck access. Tag the access group and click Save Changes to Group.
Custom Training Materials
Adding a link (URL) to 1099 Pro.NET activates the “Custom Training Materials” link shown below. Access the link from CS by clicking on “Security & Administration”, (1) “Rules & Options”, click on (2) “ASP Module Update Preferences/Options” and then on the “Group/ASP” tab. the URL/Link field (3) can be edited at any time to direct the Custom Training Materials link in the Help & About section.
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