Print 1096 forms

Before you print, read these guidelines to make sure forms print correctly.

The 1096 form is the cover sheet for 1099 forms submitted by your company. Use one 1096 for all 1099 forms that you submit for a specific type. For example, if you file ten 1099-MISC forms, fill out one 1096 form as the cover sheet for those ten forms. If you also plan to submit a group of 1099-DIV forms, print another 1096 to submit with those forms.

Intacct prints your company information on Form 1096, and also prints:

  • the 1099 form type.
  • the number of forms of that type that are included.
  • the total amount being reported for the included forms.

1099s are for US-operating companies only.

Print a 1096 form

Subscription Accounts Payable
User type Business
Permissions Form 1099: Run
  1. Click the Year ending dropdown and select the reporting year for which to print forms.

    Generally, you print tax forms after the end of the year. Therefore, the default for this dropdown is the previous year.

  2. If you're a top level company, you can set the Location filter to generate the data for a specific location or location group.

    If your company is configured to Issue a separate 1099 per entity, select the Entity or Entity group for which to print the 1099 form.

  3. Set format options as needed.
    • Print total number of forms and total amount reported with this form: Select this option to have Intacct print the number of forms and the total amount being reported for the included forms on the 1096.
    • Form to print: Select the 1099 form, such as Miscellaneous Income (Form 1099-MISC).
  4. If this is a corrected form, select Corrected.
  5. It's recommended to use the given printing offsets.

    If you need to, you can adjust printing offsets.

  6. Click Print.

1096 Box 5 contents per 1099 form type

Intacct derives the total amount to be printed in Box 5 on the 1096 from the following boxes per 1099 form type.

Field descriptions

The following table describes each option on the Form 1096 page.

Time period

Time period field descriptions
Field Description

Year ending

Select the reporting year for which to print forms. Generally, you print tax forms after the end of the year. Consequently, the default for this dropdown is the previous year.

Filters

Filters field descriptions
Field Description

Exclude credit card payments

Select this checkbox to exclude credit card payments.

Credit card transactions are never included in 1099-MISC forms.

Include suppliers regardless of 1099 status

Include suppliers that are no longer set up for 1099 treatment but still have 1099 transactions tagged in Intacct.

Format

Format field descriptions
Field Description

Print total number of forms and total amount reported with this form

Print the number of forms that you're including and the total amount being reported.

Form to print

Select which 1099 form . Learn about supported 1099 forms.

Contact details

Contact details field descriptions
Field Description

Contact name... Address

 

Printing offsets in inches

Printing offsets in inches field descriptions
Field Description

Vertical alignment from top

The default value is 0.67.

Learn how to adjust form alignment and printing offset defaults.

Horizontal alignment from left

The default value is 0.80.

Learn how to adjust form alignment and printing offset defaults.