Prepare miscellaneous 1099 output from Checkbook payee transaction history for the displayed tax year. Choose printed forms or an export for another service.
Using this option
- Review the payee records and check history, then verify the displayed Tax Year.
- Choose Payee Type to Print and Minimum Amount to Print. A zero type selection does not restrict output to a single payee type.
- Enter telephone/email details and Payee Name Format. Choose Print 1099-Misc, Export CSV for IRIS, or Export for Advanced Micro Solutions.
- For printing, review Copy, Enable Background, and 2 Per Page; use Test and Margins for alignment. For export, review Export File. Choose Next and check the resulting recipient amounts.
Notes
The current program totals payee transactions in the displayed calendar year and includes totals strictly greater than the minimum filter. Payee types 1 through 8 select the corresponding amount box; other stored types fall back to box 1.
The tax year is supplied by the program and is not editable on this screen. If it is wrong, stop and contact ACS. The minimum filter is not a determination of filing requirements.
Creating a file does not submit it. Review the output and complete the destination service's import/submission separately.