Step_8._Verify_the_1099_Organization_Information

Step 8. Verify the 1099 Organization Information

Verify the organization's contact information, Federal ID number, 1099 limits, and electronic 1099 file (if the organization will create an electronic 1099 file). 

Watch a video - Review organization information in Government Reporting

How do I verify the 1099 organization information?

1. Open Connect Accounts Payable > Government Reporting > Organization.

2.  Verify the information on the General tab.

The information that displays on the General tab in Government Reporting > Organization comes from the Connect Payroll application.

Government Reporting Organization

Is the organization's name and contact information correct?

  • Yes, the organization's name and contact information is correct. Continue to the next step.

  • No, the organization's name and contact information is NOT correct. If the information is not correct, use Connect Payroll > Organization to update the organization's name and contact information. The Government Reporting module uses the information that's stored in the Payroll application to fill in these fields. To learn how, see How do I change the organization's contact information? (Payroll)

3. Verify the information on the Federal tab > Federal tab.

Check the organization's Federal ID number and 1099 minimum amounts. Connect will print the organization's Federal ID number on the 1099s and it will use the 1099 minimum amounts to determine if a 1099 is created for a 1099 vendor.

Federal ID number and 1099 minimum amounts

Is the organization's Federal ID number correct?

  • Yes, the organization's Federal ID number is correct. Continue to the next question.

  • No, the organization's Federal ID number is NOT correct. Click to select the value in the Federal ID Number box and replace it with the correct Federal ID number.

Are the 1099 minimum amounts correct?

  • Yes, the 1099 minimum amounts are correct. Continue to the next step. 

  • No, the 1099 minimum amounts are NOT correct. Click to select a value to replace it with a different amount.

4. Verify the information on the States tab.

If the state requires the organization to file 1099s electronically, verify the information that's saved on the States tab > State tab. Connect will use this information to create the electronic 1099 file for the state.

State ID number

5. Click Save Save button (CTRL+S).

You have verified the 1099 organization information, continue to Step 8a. Fill out Electronic Filing Tab (10 or more information returns). 

202411, 2024Dec12 

 

 

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