How do I create an electronic 1099 file?

Save 1099 Forms as an electronic file.

File returns electronically with the IRS.

In this Topic

How do I create an electronic 1099 file?
1. Before you get started
1. Creating an electronic 1099 file

Before you get started

You'll need a TCC (Transmitter Control Code) from the IRS.

Creating an electronic 1099 file

1. Open Connect Accounts Payable > 1099 Reporting > Create Electronic 1099 File.

2. Select the Tax Year.

The tax year is also known as the fiscal year or accounting period covered by a tax return.

3. Enter the File Path.

The file path is the directory and filename. Example: D:\Connect\[filename]

4. Enter the Transmitter Control Code.

The Transmitter Control Code (TCC) is the code assigned to an entity by the IRS for electronic filing.

5. Select the 1099 Types to Include.

The list displays all of the 1099 types that will be included in the electronic 1099 file.

6. Select the Report Options.

The report prints the import properties and lists any processing errors.

What do you want to do with the imported transactions?

I want to create the Electronic 1099 File. Select No Report as the Print option.
I want to create Electronic 1099 File AND print a report. Select Report as the Print option.
I want to print a report. Select Report Only as the Print option.

7. Select the Submission Type.

The Submission Type defines the electronic 1099 file that the routine will create when you click GO. For instructions on choosing the submission type, refer to the IRS.gov website.

8. Click GO (CTRL+G).

The electronic 1099 file is created.