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Questions for 1099 Tab—Simplified Setup

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—one set of questions for each bank account you want to set up. Right-click this topic to display a pop-up menu, and then click Print.
2. Confirm that you have read the setup details on the topic.
3. Answer each of the questions on the setup questions pages.
4. Enter a response or circle your answer. The If statement tells you what you should do on the tab in the system, based on your answer.
5. Use your answers as a guide to setting up 1099 reporting.

Questions for 1099 Tab

Transmitter

What is the transmitter control code?

Enter the IRS-assigned
transmitter control code: ______________________________

Foreign Address

Is this business foreign; that is, a foreign company?

Circle one: Yes or No.

On the screen:

—If yes, add a checkmark.

—If no, accept the default of no checkmark.

Name

What is the company name?

Enter the company name: _______________________

Address

What is the street address for the company?

__________________________________________________

__________________________________________________

__________________________________________________

Zip ________________City _______________State _______

Country

What country is the company located in?

Country ___________________________________________

Phone

At what phone number can the business contact be reached?

Area code ________ Phone number:_______________________

Extension ________

Navigation

Companies Overview

Introduction - Simplified Setup

Setup Steps