1099 Reporting Screens

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PSL3 offers 1099 Screens/Reports which are listed below.

 

 

Open:

 

To access the following 1099 Screens/Reports, click the 'A/P' module, then click the '1099' and '1099' ICR' sub-folders from the menu tree (see following screen shot).

 

These additional 1099 Screens/Reports are also located in the 'Report' module under the 'Vendors' sub-folder.

 

You can also access these screens/reports by typing the screen or acronym name in the blue prompt bar located above the 'Setup' menu.  Then, press Enter.

 

 

 

 

To select criteria for the following reporting screens, press the F2 Key or right click in most fields to make your selection.  You can also simply type in the criteria in the allotted fields. If you wish to include all criteria information, leave all fields blank except for any white colored fields as white fields are required before proceeding in PSL3.

 

 

1099 Forms or Audit Report [bd1099] - Use [bd1099] to print paper 1099 forms, generate a listing of all vendors and/or employees including all amounts that have been paid to them, as wells as generate a listing of vendors and/or employees who have invalid Tax ID Numbers.  You can specify the report format as Detailed, Summary, Blank Tax ID, Paper 1099 Form or Spreadsheet (Text/Tab delimited (.txt) and sort by Tax ID or Vendor Name.  You can include or exclude the following options: TIN Name, TIN Type, State Worked, 3rd Party 1099's only, Withholding Taxes only, T4 only, Federal Filing Limit and Non-1099'able Items in addition to Multiple Currency, etc. as selection criteria.

 

1099 ICR (Independent Contract Reporting) Report [icr1099] - Use [icr1099] to create an export file that includes vendors and/or employees who have earned $600 or more of 1099'able amounts in the tax year or since the date the last export file was created.  This file should be sent to the EDD (Employment Development Department).  To find out more about Independent Contractor Reporting or sending the file to the EDD, visit the EDD web site at www.edd.ca.gov .  Please note if you need to reset the ICR Export Date for any reason, please email support@castandcrew.com .

 

 

Note

NOTE:

 

The reports are available in either Print, Preview and/or Spreadsheet formats.

 

 

 

Note

NOTE:

 

Please email support@castandcrew.com if you don't see a specific PSL3 report currently listed as an option in your database.