How_do_I_search_for_1099_errors_by_tax_year_

How do I search for 1099 errors by tax year?

You can search for errors in 1099 recipients by tax year. Limiting the date range to a specific year will take less time to process.

 

Searching for 1099 errors by tax year

1. Open Connect Payroll > Government Reporting > Checkout 1099 Recipients.

2. Use the Tax Year list to select a tax year.

Tax year


3. Finish setting up the 1099 Checkout options.

4. Click GO (CTRL+G).

Connect searches the selected tax year for errors. If errors are found, the errors will print on the 1099 Checkout error report.

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.

    • Related Articles

    • How do I filter employees by tax year? (ACA)

      Look up an employee's ACA information by the filing tax year. Searching for employees by tax year 1. Open Connect Payroll > Government Reporting > ACA Employees. 2. Click Search (F9) . Search box Enter the tax year (YYYY) in the Search box. Search ...
    • 6b. Convert year-end tax information

      Payroll Year-end Checklist Run Convert Year End Tax Information to import the tax information for each employee from the Payroll application into the Government Reporting application. The Government Reporting application is the application that will ...
    • Quick Start - Payroll Year-end Steps Checklist

      Payroll Year-end Checklist This section is for those of you who have completed the year-end steps checklist before or for those of you who want a really short summary of the steps that your about to complete. If you open the PDF on your computer, ...
    • Step 2. Set up calculation formulas for IRS tax levy

      Add the IRS tax levy calculation formula. These instructions are for 2023. You may need to update the instructions if you are setting up the IRS tax levy for a different year. Setting up IRS tax levy calculation formula 1. Open Connect Payroll > ...
    • 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 ...