• When you log in, the software will automatically attempt to open the Filer/PTIN last used. If your security rights do not allow you to access that Filer or if you have never logged in before you will be asked to choose a Filer.


• To select a Filer which contains the forms you wish to work with, click on it from the provided list and then click on the "Select" button.
  • Please click here for more information on selecting a Filer.
  
  
• To logout of the software, simply click "Log out" located at the top right of the application. Please note, you will be automatically logged out if you have been inactive for more than 20 minutes
  

Return to the Top

All search boxes in 1099 Pro ASP can be used in the same way.

• Clicking on the magnifying glass button will start your search.
• Clicking on the refresh button will reset all search settings and clear the current search criteria.


• To select a form listed in your search results, single click on the row that it occupies. Once selected the record will be highlighted in blue. Use the action buttons at the bottom of the window to perform the task desired.
  
  
  (Common action buttons)
   

Tips for displaying and sorting multiple records on screen:

• To sort search results by a particular column, click on the heading you wish to sort by.
• The greater than "(>)" or the less than "(<)" sign next to the column header indicates the sort order.
  • "(>)" denotes ascending sort order and "(<)" denotes descending sort order.
  • Clicking on the column heading a second time will cause the sort order to flip from its current sort order to the opposite sort order.
     
• Clicking on a column heading will also alter the search function to match the column you click on. For example, clicking on the "Recipient TIN" header will cause the search type to change to "Search Recipient TIN(>)".
   
• When entering a TIN in a Search Criteria box, dashes are not required, although if you are entering a TIN on a tax form (i.e. a new form) the dash is required. Adding the dash when entering a TIN on a tax form determines the TIN type (i.e. SSN and EIN) which makes dash placement extremely important.

Miscellaneous:

• To expand or contract a menu item on the blue task bar to the left, simply click on the blue arrow next to the menu's title.
• To expand a drop down menu, click on the downward facing arrow on the right end of the box.
• The expanded menu contains a list of options. To select an option, click on the desired item.
  
• Once a selection has been made, the drop down menu will "roll up" and display your selection.
  
  

Return to the Top

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.
Please click here for more information on selecting a "Tax Year".

1. Click on "General Options" on the blue task bar to the left, then click on "Form Lookup" to begin a form search.
2. First select which form types the software will search by placing a check in the box to the left of the desired form type.
3. Select your search criteria from any of the options in the "Select Search Field" drop down menu.
4. Select your operator from the "Select Operator" drop down menu.
5. Enter your search criteria in the "Enter Search Criteria" box by clicking in the "Enter Search Criteria" text box and typing your search criteria.
6. Click on the magnifying glass button to begin your search.
7. To select a form listed in your search results, click on the row that it occupies so that it becomes highlighted in blue.

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:

• From the "Form Lookup" screen, Lynda sets the first "Select Search Field" to "Tax Year".
• Under the "Select Operator" drop-down menu, Lynda selects "Equal".
  • In order to search by "Tax Year" you must be working with forms from a year other than the current tax year.
    Please click here for more information on selecting a "Tax Year".
• In the "Enter Search Criteria" field, she types "2004". The first part of her search is complete, she now needs to setup her search to limit results further.
• In the next "Select Search Field" drop-down menu, Lynda selects "PCode".
• In the "Enter Search Criteria" field, Lynda enters "1942". Her search is now ready!

Lynda then clicks on the magnifying glass icon to begin her search.

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.

Return to the Top

• In order to print a form, click on a record to select it and then click on the "Quick-Print Form" button.
• Select which copies you wish to print by placing a checkmark in the boxes to the left of each copy type.
• You may require the use of the optional "Advanced Printing Options". For more information regarding these options, please click here.
• When you have finished selecting your printing options, click on the "Print Now" button to begin the print process.
  
  
  
  
• After clicking on the "Print Now" button, a window labeled "Print Bin" will pop-up. Personal to an individual user, the "Print Bin" displays the print job history for that user.
• Check under the "Job Status" column to see the status of the print job. All new print jobs should have a status of "Pending". Click on the "Refresh" button to update the current status of all jobs in the "Print Bin".
   
• "Pending" indicates that a PDF has not yet been generated.
• "Completed" indicates that a PDF is available by clicking on the "View" link under the "Preview" column. You can then use the PDF to print a hardcopy.
  
  
  
  Note: To remove an item from the "Print Bin", click on the job to select it and then click on the "Delete" button.
  Note: To search for a particular print job, enter your search criteria into the "Search Job Description" box and then click on the magnifying glass to begin your search (i.e. Robert Smith).
  Note: Please see Appendix B for information regarding duplex printing.
  
  
  Return to the Top

Now you can send encrypted PDF’s directly from 1099Pro.NET. Features include:

• Secure Password-Protected, AES 256-bit Encrypted Files
• Built in features for custom passwords, reply address, subject, and email message body
• All actions recorded by Audit Trail feature
• Mark any processed form as printed or protected

User Guide for emailing from 1099Pro.NET

1. In the main screen of 1099Pro.Net, click on the “Quick Print” button located near the bottom of the screen.
2. From here, users can access the emailing feature by clicking the “Email” button in lower right.

   

3. In the next screen, users can manage the settings and preferences before sending a secure email. Editable preferences include:
   • From field is configured and can only be changed by IT/Admin.
   • Send To field is populated by the Email/Postal TAB/field on the red & while image of the form. Typically, this data is imported but if not, you can add it on the form directly (best), key it in, or paste it on the screen above. . Multiple address should be separated by semicolons (;)
   • Reply To address will default to the address in your user security tables. IT or Admin typically is in charge of this. If you do not have an email in the security table then the default address is populated from the department email address as configured for the filer. Like Security, this too can only be set from the CS Software.
   • Subject is the Form Type: Name” and “- Tax Year”
   • Message appears in the body/text of the email. Default Messages are set up by IT/Administration via the CS Software. Users can check “Enter your own message” and enter custom text.
   • Security is set to always on and is dimmed. The password for the PDF will be the first 5 digits of the SSN or TIN followed by a dash (-), followed by the first 5 digits of the zip code. By default, 256 Bit AES encryption is set. This requires recipients to use Adobe Acrobat 9 or higher to view the attachments. Consider using AES 128 or RCA 128 if your recipient has an old version of Adobe.

   

4. Forms will be marked as printed or protected if this feature is enabled from the CS Software. Audit Trails will record E-mailed & Web Print when printing from CS

IT Setup Guide – as easy as 1, 2, 3!

The following items must be configured by a Corporate Suite Software administrator:

1. To configure your email server, click on “File,” “Security & Administration,” then “User Fields and Email” then click on the button “Set Email Server and Account”

   

2. To add default text to the body of your email, click on “Manage Automated Email Messages/Text.” Under the “Process Type” section, select the “Email Forms” option to display all emails loaded into the system. From here, you can add or edit the default text of any email.

   

3. By default, replies will return to the email address of the user who sent the original correspondence. User information including name, phone number, and email addresses can be edited at any time; while in the main screen of Corporate Suite, click on “File,” “Security & Administration,” “Security Groups” and then “Add/Update Individual Users.”

   

   Return to the Top

   Appendix
   
   Creating Corrections

   • To create a correction, select a form with a filed status (i.e. "Print/Mag", "SB Filing", etc) from either a list of search results or the "Browse, Enter & Edit" screen.
     Note: Changing an address on a filed form should not be considered a correction. Address information should be changed via the "View the Form" button and not by clicking on the "Create Correct" button.
     Click here for more information regarding changing address information.
      
   • With the filed form selected, click on the "Change" button.
     
     
     
     
   • At the "This is a Protected Form" window, click on the "Create Correction" button.
     
     
     
     
   • Make the required corrections to your form by clicking on any of the boxes or fields on the form.
   • Press the "Tab" key or select another box on the form to apply a change.
   • Any corrections made to the form will be indicated by blue text. There will also be correction information at the bottom of the form which specifies the type of correction, whether a copy needs to be sent to the recipient and whether a copy needs to be sent to the IRS.
     
     
      
   • Click on the "Save" button to save your corrections.
   • You will now be sent to the "Protected Form (Filed, with Corrections)" screen. Here you can view, change, delete or add further corrections in the future to this form by using the corresponding action buttons.
   • To print the original form, simply click on the "Reprint Original Form" button.
   • To reprint the corrected form, click on the "Reprint Correction Form" button.
     
     
      
   •  When you are finished, click on the "Close" button to exit.
     
     Return to the Top
   1099 Pro.NET Lite

   Onboarding new Customer Service Representatives (CSR’s) has never been easier. The new Lite Profile filters existing access rights to the most basic functionality of Forms & Printing and the Help & About panels. The Report Panel, General Options, TIN Management and Utilities are not viewable (14 items in all). When a CSR needs this functionality simply click on “Add/Remove Users from Profiles” and remove the User from the Allow Lite Edition only and the user will see all additonal areas associated with their Profile.

   Shown below are the only areas of functionality allowed by the Lite Profile.

   

   

   Please note, the Lite Profile will not give any rights to see Filers or Form Types, it simply restricts the menu options that the user can see. Users still need to be associated with one or more Profiles that give them various rights. In the above image the Lite Profile was associated to a user with Administrator privileges which shows how the menu items are filtered by this profile.

   Appendix B
   
   Duplex Printing and Advanced Printing Options

   To use the duplex printing feature when printing a PDF file, click on the "Properties" button at the print menu. The print menu will be the first window you see after clicking on "print" icon.
   
   
   
   

   Click on the "Finishing" tab then place a check in the "Print on Both Sides" checkbox underneath the "Document Options" menu to enable duplex printing.
   
   
   Return to the Top

   Advanced Printing Options

   At the "Advanced Print Options" window you can make several types of adjustments to the forms you wish to print. Under the first drop-down menu you have two choices:

   1. "Special Options for THIS run only"
   2. "Address/Envelope Offsets"

   Your printing options will change based on which option you choose.

   Under the "Special Options for THIS run only" menu item, you can adjust the following print settings:

   • To add a short message to the top of each form you can enter a custom message or select a predefined message from the "Optional message to be printed on all forms in this print run" drop-down menu or you can type your own custom message in the blank space provided.
   • To place an "X" in the "Corrected" and/or "Void" box or print '0.00' instead of blanks for zero amounts, click in the checkbox to the left of the appropriate option underneath the "Override program controlled values for this print run".
     
     
      
   • Click on the "OK" button to save your changes and begin the print process.

   Under the "Address/Envelope Offsets" drop-down menu item, adjustments can be made to the vertical and horizontal placement of the Filer and Recipient addresses on your printout. Adjustments are measured in hundredths of an inch from the DEFAULT placement:

   • Vertical Adjustments: Positive numbers will move your addresses down while negative numbers will move your addresses up.
   • Horizontal Adjustments: Positive numbers will move your addresses to the right while negative numbers will move your addresses to the left.
   • Note: If you enter a value that is possibly too large, the software will mark that measurement in red.

   
            
   
            
    

   • Click on the "OK" button to save your changes and begin the print process.
     
     Return to the Top
   Appendix C
   
   Browsing the Record List

   Selecting a Filer

   Before you can begin working with records, you must first select the Filer you wish to work in. Please use the following steps to select your Filer:

   1. From the blue task bar to the left, press the "Select Filer" button.
      
      
       
   2. A new window with a list of Filers will pop-up. You may search for your Filer by their Payer Code (PCode) or you can manually select it from the list by simply clicking on it.
      Note: depending on security settings for your profile you may not have access to all Filers in the database.
   3. Once selected, the Filer should be highlighted in blue. Click on the "Select" button to select that Filer as the active Filer.
      
      Return to the Top
   
   
   Advanced Pcode Filter

   A new feature for the Corporate Suite desktop software is the addition of an Advanced PCode filter allowing for additional targeted searches over multiple Filers/PCodes for easier Filer/PCode tagging when printing or filing, this feature allows you to select locate based on a range of characters within the Pcode itself.
   
   To enable this feature in the Corporate Suite desktop software, in the filer selection menu:

   1. Click on "Current Query"
   2. Choose "Custom Query"
   3. Click the "Manual" button
   4. Put pcode like 'askforarc' in the Query Wizard Manual Override box.
   5. Click "Finish" and choose to save the query, name the query appropriately.
   
   When you choose the newly created query you should be presented with the fields you've given to your 1099 Pro account manager.
   
   Shown below is an example of the labeling assigned to a particular character range when using the advance pcode feature.
   
   
   
   The 1099 Pro .NET interface features the advanced Pcode lookup on multiple pages; Form Lookup, Filer Browse, and various Filer selection pop-up windows.
   To enable this feature click the checkbox for Advanced PCode Filter when it's available, and additional filters will be displayed as shown below:
   .NET Advanced PCode Filter on Form Lookup
   
   
   
   To activate this feature in .NET provide your 1099 Pro account manager with the desired Titles for each segment of your Pcode and we'll send you an activation SQL script.
   
   
   Selecting a Tax Year

   Once the Filer has been selected, the user will then need to select the Tax Year. Use the following steps to select the appropriate Tax year:

   1. From the blue task bar to the left, locate the box labeled "Tax Year:".
      
      
       
   2. Left click on the drop-down menu to the right of "Tax Year" to view the available years, move the mouse cursor to the desired year and left click to select the active Tax Year.
      
      Return to the Top
   Selecting a Form Type

   Lastly, you will need to select a Form Type. To select a Form Type, please do the following:

   1. From the blue task bar to the left, locate the box labeled "Tax Form:".
      
      
       
   2. Left click on the drop-down menu to the right of "Tax Form:" to view the available forms, move the mouse cursor to the desired form and left click to select the active form type.
      
      Return to the Top
   Browse, Enter & Edit

   The "Browse, Enter & Edit" screen provides a list of all forms for the current combination of "Filer", "Tax Year" and "Form Type". To access the "Browse, Enter & Edit" screen,  first click on the "Forms & Printing" menu on the blue task bar to the left to expand the menu, then click on "Browse, Enter & Edit".

    

   • The default sort order for the record list is by "Recipient TIN". This order can be changed by clicking on the heading of the column you wish to sort by.
   • The greater than "(>)" or the less than "(<)" sign next to the column header indicates the sort order.
     • "(>)" denotes ascending sort order and "(<)" denotes descending sort order.
     • Clicking on the column heading a second time will cause the sort order to flip from its current sort order to the opposite sort order.
   • To search for a recipient by their TIN, enter your search criteria into the "Search Recipient TIN" box and then click on the Magnifying glass to begin your search.
   • Clicking on the refresh button will reset all search settings and clear the current search criteria.
   • The current status of a record is indicated by the "Status" column and the color of the text in the "Status" column.
      

     Green text indicates that the form is in a "Pending" status. Blue text indicates the form's status has changed to a status other than "Pending". An example would be a form that is in a "Printed" or "Filed Mag" status. Please click here for a full list of possible form statuses

   • You can filter records from the record list by using the "Preset Query" drop down menu or the "Custom Query" drop down menu located on the top right of the screen.

     Preset Query: Preset queries are built into the software and cannot be altered. These queries are available for your convenience and include queries such as Corrections (filed and not filed), records with warnings and errors only, and forms with notes. To use on of the preset queries, simply select it from the drop down menu and it will be automatically applied to your record list.

     Custom Query: The custom queries feature allows you to create your own query based on the various fields for the form type you are currently working in.

     Note: Please see the section on "Custom Queries" for more information.

     Note: You will have the option of pulling records from multiple PTIN's using "Custom Queries"

   • You can also export your results directly into Microsoft Excel by clicking on the "Export to Excel" button. Choosing this option will export all results in the dialogue box to an excel spreadsheet.

   Note: From there you will have the option to either, "Open" the spreadsheet in Excel, "Save" the spreadsheet to your local computer or "Cancel" the export of the Excel document.

   Note: In order to export to Excel, your user must have export rights.

   Note: The total number of records matching your filter will be shown on the bottom left portion of the results screen.
   


Return to the Top
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: You will require proper permissions in order to add, change or delete forms.
 

• A new window will appear with your form. If you are working with a new form, the form should be empty. When working with an existing form, all current record information will be displayed. Apply changes to the form as desired.
• Click on the "Save Form" button to save any changes made to the form. Click on the "Cancel" button to exit without saving any changes to the 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




Status	Description
Pending Printed Voided Filed 1096 Print/Mag SB Print+Mail Filed Mag SB Filing SB Print+File           Corr/SB File Corr/SB Full Corr/Pending Corr/Printed Corr/Voided Corr/1096 Corr/Mag Corr/SB P+M Corr/Mag Zero/Pending Zero/Print Zero/Void Zero/1096 Zero/Mag Zero/SB File Zero/SB Full Zero/SB P+M Hold (U) Hold (T) Hold (B) Hold (O) DROP/Pending ZDROPPED	Indicates an original form. Form has been printed. Printed then VOIDED. Printed and filed via 1096. Printed and filed via MagMedia. Uploaded to Service Bureau for printing and mailing. Filed via MagMedia, not printed. Uploaded to Service Bureau for Filing. Upload to Service Bureau for printing, mailing, and filing. Correction filed via Service Bureau upload. Correction printed, mailed, and filed via Service Bureau. Pending correction. Correction printed. Correction printed then VOIDED. Correction printed and filed via 1096. Correction printed and filed via MagMedia. Correction printed and mailed via Service Bureau. Correction filed via MagMedia. Filed, then corrected (zeroed). Filed, corrected (zeroed) and printed. Filed, corrected (zeroed) then VOIDED. Filed, corrected (zeroed) and filed 1096. Filed, corrected, printed and filed MagMedia. Filed, corrected (zeroed) and uploaded to the Service Bureau for filing. Filed, corrected (zeroed) and uploaded to the Service Bureau for print+mail+filing. Filed, corrected zeroed) and uploaded to the Service Bureau for print+mail. HOLD placed on form by user. HOLD placed on form, below Print/Filing thresholds. HOLD placed on form by Business Rule. HOLD placed on form, see Transaction Log. Zero DROP is pending. Form is Zero DROPPED.

Return to the Top

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:

• Begin by selecting an existing form from either a "Form Lookup" search results list or the "Browse, Enter & Edit" record list.
• With the desired record selected (the record will be highlighted in blue), click on the "Change" button.
• A new window will appear containing the record you wish to change. Place the mouse cursor in the box containing the Recipients tax identification number and then single click in the box.
• You can now make the desired changes to the Recipient's TIN. When you are finished, click on the "Save Form" button to save your changes and exit the form.
  

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 Top

How 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:

• Begin by selecting an existing form from either a "Form Lookup" search results list or the "Browse, Enter & Edit" record list.
• With the desired record selected (the record will be highlighted in blue), click on the "Change" button. Note: Changing an address on a filed form should not be considered a correction. Address information should be changed via the "View the Form" button and not by clicking on the "Create Correct" button.
• A new window will appear containing the record you wish to change. Place the mouse cursor in the box containing the Recipients address information and then single click in the box.
• You can now make the desired changes to the Recipient's address information. When you are finished, click on the "Save Form" button to save your changes and exit the form.



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.

Return to the Top

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.

Click here for further information about Queries
 

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.

Return to the Top

Form Totals Report

This report is useful for producing printed reports quickly and efficiently, choose from the options below to print a report that will be filtered and sorted by criteria that you have chosen.

 

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.
All Original Forms for this filer: This will generate a report showing all forms regardless of their current status.
Choose preset or custom Query: This option will allow you to choose from Several Preset queries or your own custom Query.

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.
Note: These options apply to the "Report filter and form selection Option" only, using the options below you can choose weather or not the warning and error messages will actually be shown on the report.

Don't print errors and warning details: Choosing this option will not show error messages or warnings on forms that forms that have them.  
Print errors and warnings details: Choosing this option will show you reasons for errors and warnings for all forms that have warning or error messages.
Print ONLY Forms with errors and warnings: Choosing this option will filer out all forms that do not have both errors and Warnings.
Print ONLY Forms with errors: This filter out all reports except those that have errors. This will also show forms that have warnings.

Report Record Ordering Options

By Last name: choosing this option will show you a report using the persons last name to sort the report.
By Account Number, then Last Name: This will generate a report using the persons account number, if there is no account number for that person it will use then use the persons last name to sort the printed reports.

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.
Extended Version (all form including address and error warnings): choosing this option will generate a report with all information

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.
Print Totals only (suppress all individual form details): Choosing this option will generate a report where each box is totaled up and displayed on the report. (E.X. Box 2 for all forms will be totaled up and shown as box 2.)
Print Transactions: This option will show all transactions associated with the forms you have chosen to print.

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.

• Search PCode: This search will allow you to search for a Filer based on it's Pcode. All matching results will be listed on the bottom half of the screen.
• Current Query: The query tool provides 5 built in filters for filtering Filer information.
  • All Records: Displays all Filer Records.
  • Combined Fed/State Filing: Only displays Filer records who are flagged as participating in the Combined Federal/State Filing Program.
  • Has Notes for Filer: Only displays Filer Records who have notes.
  • TIN is an EIN: Filters Filer records so that only Filers whose TIN is an EIN are displayed.
  • TIN is an SSN: Filters Filers records so that only Filers whose TIN is an SSN are displayed.
• Add: Allows you to create a new Filer record.
• Change: Allows you to change an existing (the record must be selected) Filer record.
• Delete: Allows you to delete an existing (the record must be selected) Filer record.
• Close: Closes the Filers List.
• Help: Displays help documentation for the Filers list.
  
  
  
  Return to the Top

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.

Return to the Top

State Corrections after the "Open Window Period"

 This process should be used in the instance where you have reported withholdings for the prior year to the wrong State. To complete this process you will need to first submit a 1099-R with the withholding amount for the incorrect State changed to zero, then you will need to create a completely new form for the correct State with the proper withholding amount inserted.

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.
“Errors and Warnings: Error: Box 1 withholding is more  than the box 12 distribution.”
You will only receive this error message if you are outside the filing window for this tax form.
If you do receive this error message click on “Save the Record anyway” to continue

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.

 

Note: Once you are done with this process you will have to file this corrected form as well as add a completely new form for the State that you are changing the distribution amount to.

Note: Please see the section labeled "Creating new tax forms" regarding the creation of a new tax form.

Return to the Top

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, 
By reading the section below you will gain a better understanding of the options that are available to you through the custom query menu.

First you must select the Custom Query option from either the "Browse, Enter and Edit" screen or the "Print Export screen".

   Create a new Query using Query Builder: This will allow you to create a new combination of search criteria that you can use and save for later searches.

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"

   Edit Selected Query: By selecting a saved query from the drop down and then clicking on "Edit Selected Query" you will be able to change the criteria within the query that is used to search your database.

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.

   Delete Selected Query: By selecting a saved Query and clicking on "Delete Selected Query" you will remove that saved query from the drop down menu forever.

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.

Return to the Top

Utilities

The Utilities menu provides access to further program assistance and 1099 Pro, Inc. web site help resources.

• View the 1099 Pro Help File : Clicking on this link will open the 1099 Pro Help File in a new window.
• Main 1099 Pro web site : Clicking on this link will open the main 1099 Pro, Inc. company web site in a new window.
• Tech Support web site : Clicking on this link will open the 1099 Pro Tech Support web site in a new window.
• About... : Clicking on this link will open a new window that displays program version, company and technical support contact information.
• Log out : Clicking on this link will log you out of 1099 Pro ASP and terminate your current session.
  
  Return to the Top

Track Print Jobs