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Setup Questions 1099 Categories

Questions in this section are intended to help you make decisions about your setup. The questions follow the pattern detailed in the field list that is associated with the task. A field list follows the questions should you need additional information to answer a question.

Instructions

1. Print this topic. Right-click this topic to display a pop-up menu, and then select Print.
2. Confirm that you have read the setup details on the topic.
3. Answer the questions for each category you want to set up.
4. Use your answers to activate the 1099 categories.

Questions for 1099 Categories

Category 1

Description

In what instance do I want to issue a 1099 form?

Enter a description: _____________________________________

Active

Is there a corresponding category ID in the system?

Circle one: Yes or No.

On the screen:

—If yes, select the Category ID and change Active to Yes.

—If no, contact customer support to have the item added.

Category 2

Description

In what instance do I want to issue a 1099 form?

Enter a description: _____________________________________

Active

Is there a corresponding category ID in the system?

Circle one: Yes or No.

On the screen:

—If yes, select the Category ID and change Active to Yes.

—If no, contact customer support to have the item added.Category 1

Category 3

Description

In what instance do I want to issue a 1099 form?

Enter a description: _____________________________________

Active

Is there a corresponding category ID in the system?

Circle one: Yes or No.

On the screen:

—If yes, select the Category ID and change Active to Yes.

—If no, contact customer support to have the item added.

Fields

Category

The category identification that appears on lists and in reports. Click this column title to sort the list and change the Find field.

Form Name

The category form name that appears on lists and in reports. Click this column title to sort the list and change the Find field.

Form Block

The block number for the category on the 1099 form. Click this column title to sort the list and change the Find field.

Description

The description of the use of the block on the 1099 form. Click this column title to sort the list and change the Find field.

Active *

The status of the category. Click this column title to sort the list and change the Find field.

Enter N to disable the category.

Enter Y to enable the category.

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1099 Categories