Step 7. Review the conversion report
Use the conversion report to review the converted 1099 vendors, 1099 amounts, and 1099 ID numbers. This is important because this is the information that will print on the Form 1099.
Do the converted 1099 vendors on the conversion report show the correct name, 1099 type, and 1099 ID number?
-
Yes, the converted 1099 vendors show the correct name, 1099 type, and 1099 ID number. Continue to the next question: Do the converted 1099 vendors on the conversion report show the correct 1099 amounts?
-
No, the converted 1099 vendors do NOT show the correct name, 1099 type, or 1099 ID number. To correct the vendor information, return to Step 3a. Correct 1099 IDs and Types and then complete steps 4 through 7.
Do the converted 1099 vendors on the conversion report show the correct 1099 amounts?
-
Yes, the converted 1099 vendors show the correct 1099 amounts. Continue to Step 8. Verify the 1099 Organization Information.
-
No, the converted 1099 vendors do NOT show the correct 1099 amounts. To fix the 1099 amounts, return to Adjusting 1099 Amount on an Invoice in Step 3b. Correct 1099 Amounts and then complete steps 4 through 7.
202411, 2024Dec18
Copyright © 2025 Caselle, Incorporated. All rights reserved.
Related Articles
Step 3. Review 1099 Reconciliation Report
Compare balances on the 1099 Reconciliation Report - All 1099 Vendors to the balances on the 1099 Reconciliation Report - All 1099 Invoices. Both reports should have the same total. If the reports do not balance, look for a check or invoice that ...6c. Check the conversion printout
Compare the conversion report to the employee amounts on the Annual 941 Report and Payroll History Report. Reconciling the grand totals is a quick way to find out if there are any issues with the converted W-2 information. If the grand totals ...Step 4. Print final copy of 1099 Reconciliation Report
If you made any changes to the 1099 vendor information, you'll need to reprint the 1099 Reconciliation Report - All 1099 Vendors and the 1099 Reconciliation Report - All 1099 Invoices. The grand total on the 1099 Reconciliation Report - All Vendors ...Step 15. Print an Aging Report
Are you deleting history? If you are planning on deleting history, complete Steps 15-18. If you're not deleting history, you're done with the Accounts Payable Year-end Checklist. [MP4] Print the Aging Report by invoice date to review unpaid balances. ...Step 6. Convert Year-end Tax Information
Transfer the 1099 vendor and invoice information from the Accounts Payable application to the 1099 Recipients table in the Government Reporting application. Read Me First... This step will take the vendor information from the Accounts Payable ...