The 1099 forms have changed for tax year 2001 reporting. The forms now have two forms per page (instead of 3) and have some new boxes. The new program can also be used with either tractor-feed forms or with laser forms. You may need to do some configuration for a laser printer. Check our support page for a document about configuring a laser printer.
If all of your employees receive W-2s, then you will NOT need this update. You only need to update your system if you need to issue 1099s from Payroll. (This update is not for Accounts Payable systems.)
The new 1099 program is comprised of two program files: PAT99 and PAT991. Your system already has the old version of these programs in place in the payroll directory. To update your program we will not go through a formal install process through the Resource Manager. Instead, we will simply copy the archive PATEN99 that has the two new programs in to the payroll subdirectory, then expand the archive and replace the old program files with the new ones of the same name.
The link below will prompt you to download and save the archive file with the new programs. You will need to know where your payroll directory is located. On what drive is your payroll system located? What is the base subdirectory for your OSAS system? You can answer both of these questions by RIGHT-CLICKING on the icon that you use to start the OSAS system. After you right-click on the icon, choose Properties. On the Shortcut tab you should see the Start In location. (Note: If you have an older system you may need to click on the Program tab and look for the Working location.) Typically the Start In location will be something like: O:\OSAS\PROGRM. The first letter is your drive location and \OSAS is your base location. The base location could have \OSAS6 or \OSAS61 instead of simply \OSAS. You should note exactly what your drive and base location is. After you have your base starting location, you can cancel out of the properties.
The place where you want to save this new program update is in your payroll subdirectory. This is located at your base location plus \PROGPA. So if your base location is O:\OSAS, then you want to save your update to O:\OSAS\PROGPA.
Click on the link below to download the new update, and save it in your payroll subdirectory:
Click here to download the new 1099 program update.
Note: If you do not have access to your payroll system while you are on the internet, you may need to save this program update file on to a floppy disk. You may save this file on a floppy, and use Windows to copy the file into your payroll directory later.
Since the new programs are in a ZIP archive file, we must expand them in place in order to use the new programs. To expand the archive, you can go to My Computer, select the drive location where your payroll system is located, select the base location, then select the folder PROGPA. When you are in this folder you will see dozens of files. Look for the new PATEN99 file. If you double-click (with left button) on this file, it will start the expansion of the archive. You will see a DOS window appear and a prompt if you want to overwrite the PAT99 file. You should say yes to overwrite this file and the second file PAT991. After you have replaced these files your update is complete and you may use the new program.
In certain instances, companies issue 1099s instead of W-2s. This program will print the 1099-MISC forms for these companies. Individuals will only receive a 1099 if their total earnings for the year is $600 or more, and there has been no FICA withheld. When reconciling your figures remember that the system does NOT print a 1099 if the employee has earnings of less than $600 for the year.
There is no alignment test for this program. You can run this program as many times as you like. You may wish to test the alignment by selecting a limited employee ID range. You may wish to choose two employees next to each other who have at least $600 in earnings for the year. You may discard the forms you used for alignment purposes and then make a print run for all employees by skipping the range of Employee IDs.
+------------------------------- 1099 Forms ----------------------------------+
¦ ¦
¦ Pick Employee ID From ¦
¦ Thru ¦
¦ Department From ¦
¦ Thru ¦
¦ ¦
¦ ¦
¦ ¦
¦ ¦
¦ ¦
¦ ¦
¦ Company Name CROSSE-OVER DESIGNS ¦
¦ Address 917 LAKE ST ¦
¦ ONALASKA, WI 54650 ¦
¦ 608-781-6734 ¦
¦ ¦
¦ Federal Tax ID 39-1234567 ¦
¦ ¦
¦ ¦
¦ ¦
+-----------------------------------------------------------------------------+
¦ Output device - (P)rinter (F)ile (E)nd ¦
+-----------------------------------------------------------------------------+
The company name and address come from the payroll information file found under file maintenance in payroll. The Federal Tax ID comes from the federal FWH record in the Withholdings file found under Codes Maintenance. These are the same places the W-2 program gets this information. If you want the company phone number to show as part of the address, make sure the phone number is defined in the Resource Manager, Company Setup, Company Information. This information should be defined prior to running this program.
This program will print either the tractor-feed forms or laser forms. If you use a laser printer, you may need to test print and make an adjustment to your printer configuration. See the document on the support page that discusses laser printers.
The earnings for the year are printed in Box 3: Other Income. This is the correct box. Box 7: Nonemployee Compensation is generally used for earnings that are subject to Self-Employment tax (FICA). If an employee had any federal tax withheld, it will be printed in box 4 of the form. If any state tax was withheld it will be reported in box 16 on the form. Income taxes are generally not withheld, but if they are, the employee will need to file an income tax return to get a refund.