How to Create 1099 Forms

Creating 1099 Forms

1. Click on the Payer List button.
2. Double click on the payer name.
3. Highlight the recipient to add the form to.
4. Click on the Add Form button.
5. Choose 1099 from you need the Form Type drop down menu.
6. Fill in the necessary fields on the form.
   • See the Additional Information by Form Type section below for information requirements.
7. Click Save.

Auto-Filling the 1099 Account Number

1. Click on the Utilities menu.
2. Choose Autofill 1099 Account Number.
3. Choose the for the Select Payer option or the for All Payers option.
4. Click Autofill.
5. Click OK.