Use toolbar options to specify state IDs, generate the work file, edit data, verify payments, print or preview the form, and transfer data electronically.
Contents
| Field | Description |
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| Generate Work File
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Click this option to generate the work file.
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| Edit
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Click this option to edit the 1099 data.
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| Electronic Filing
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Click this option and select
1099 to create a file of 1099 data to submit electronically.
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| State IDs
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Click this option to open the State IDs dialog box. You must specify the IDs for all the states for which 1099 forms will be processed.
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| Verify Payments
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Click this option to open the Form 1099 Verification dialog box, and preview or print the Form 1099 Verification report. This report helps you verify whether the amounts for the 1099s are correct before you print the 1099 forms. You usually run this report after you generate the 1099 work file and before you print the 1099 forms for vendors.
The Form 1099 Verification report displays the
Paid Last Year amount from the Vendor Info Center, which is what prints on the 1099 forms, and the
Total Payments Processed amount (posted vendor payments) for a vendor in a given calendar year. The report identifies any differences between two amounts, which you can resolve before printing the 1099 forms. Use the Vendor Ledger report to review and confirm the posted payments for a vendor.
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| Print
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Click this option and then print the 1099 form or preview it onscreen.
If your firm uses the Deltek First Vision Essentials cloud version of Vision, the
Print option is not available. You can preview reports onscreen and then print the reports from the Preview window.
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