Generate the Work File

After you enter data in the Form 1099 Processing form and define the state IDs, you generate a work file. The work file has all the 1099 data currently in your vendor records.

You can use the Form 1099 Editor to edit the data in the work file. The edits you make have no effect on the data in the database. You must generate the work file before you use the Form 1099 Editor to change data.

Prerequisite: You must set up state identification numbers before you generate the 1099 work file. This makes it possible to edit the data after you generate the work file.

To create the work file, complete the following steps:

1. From the Vision Navigation menu, click Accounting > Accounts Payable > Form 1099 Processing.
2. On the toolbar , click Generate Work File.
3. Edit or print the work file data, or move the work file to a disk file.
4. To re-generate the work file, click Generate work file again.   This procedure replaces all of the data in the work file that was generated before, including any changes that you made though the Form 1099 Editor.
5. Edit the file and save it.
6. Print the file.
7. Click the Electronic Filing option to move the 1099 data from the work file to a disk file, for electronic reporting.