How to Print the 1099/1096 Report in Sage 300 Accounts Payable


  1.  Open Accounts Payable > A/P Vendor Reports > Print 1099/1096 Forms.  If you are printing 1096 forms, select the check boxes for the following options, as necessary:
    • Preaddressed Form. Select this option if you are using preprinted forms that already include the address, so that the program does not print the address.
    • Final Filing. Select this option if you are not required to file Forms 1099, 1098, 5498 or W-2G in the future.
  2. Select the following options:
    • Form. Select the type of report you want to print. You can choose 1099 or 1096.
    • For Tax Year. Select the year for which you want to report 1099 data.
    • Use Form. Select the name of the 1099 form or 1096 form to use.
    • Vendor Number. Select a range of vendor numbers.
  3. Enter payer information, including the name, address, telephone number, and tax number of your company.  If you are printing 1096 forms:
    • From the Type field, select the type of tax number you are using (your employer ID number or social security number).
    • Enter an optional contract name and e-mail address.  If your company is not in the U.S., select the Foreign Entity check box.
  4. To print a test copy of a 1099 or 1096 form to check the alignment of the forms in your printer, click the Align button.  You can repeat this step as often as needed when the printing destination is set to Printer.
  5. Click Print.
    • If you are printing to a physical printer, the Print window appears. Confirm your printer selection and the number of copies to print, and then click OK. Otherwise, click Cancel or Setup.
    • If you are printing to the screen (preview), the report appears in a new window. You can print the report or export it to a file.
      • Note: For Web-based clients, the preview screen appears first when you click the Print button.
    • If you are printing to a file, the Export window appears. Specify the file format (for example, PDF, DOC, or XLS). Also, specify a destination for the file:
      • Application. View the report in an application that can open files of the specified format (for example, if you specify PDF as the file format, the report opens in Adobe Acrobat). You can then save the file.
      • Disk file. Save the report to a location you specify.
      • Microsoft Mail. Send the report as an e-mail attachment.
      • You can enter the name of a non-existent file or directory to be created by the system when you print. When you print to a file, the report is assigned a unique name, for example, CS1000.TXT.
    • If you are printing to e-mail, an e-mail message appears with the report attached.
  6. If you want to use the same settings the next time you print these forms, click Settings > Save Settings As Defaults.