Printing 1099 Forms

How do I print 1099 forms?

Goldenseal accounting software automatically prints 1099 forms for each subcontractor. Here's how you do it!

Entering Data

Before you can print 1099 forms in Goldenseal, you'll need to enter subcontractor accounts, and also enter invoices for the year (that's how Goldenseal will know how much you paid them). It's easiest if you just use Goldenseal for your regular accounts payable, but you can also go back and enter payables for the past year.

To enter subcontractor accounts, follow these steps:

  1. Choose Subcontractors from the Accounts menu.
  2. Click the New button.
  3. Enter the Subcontractor's name and contact info.
  4. Click the More Info button.
  5. Click on the Gets 1099 checkbox to mark whether this subcontractor gets a 1099.
  6. Click OK.
  7. Move to the next subcontractor, and repeat steps 2 to 6.

To enter subcontractor invoices, follow these steps:

  1. Choose Subcontractor Costs from the Costs menu.
  2. Click the New button.
  3. Enter the subcontractor.
  4. Enter the amount of the invoice. HINT-- To save time, you can combine several invoices into one record.
  5. Enter any other details that you want to record from the invoice. HINT-- If you don't want to pay the invoice, enter Job Cost Only into the Status popup field on the left side of the window.
  6. Hit the Enter key to save the record.

Setting Up Forms

If you haven't printed 1099 forms before, you may need to "tweak" the 1099 form so it prints correctly. To do so, follow these steps:

  1. Choose Print Forms from the File menu.
  2. Enter Subcontractor Accounts into the Transaction popup field
  3. Enter 1099 Form into the Form Type popup field.
  4. Enter Active Record into the Item Range popup field.
  5. Click the Print button.
  6. Compare the printout to the 1099 form. HINT-- You can print directly on the form, or print on plain paper and put it over the form.

If the printout isn't within the boxes, follow these steps to fix it:

  1. Choose Custom Layouts from the Options menu, and choose Printed Forms from the submenu.
  2. Enter Subcontractor Accounts into the Transaction popup field
  3. Enter 1099 Form into the Print Form popup field.
  4. Click on any items that are not printing in the right place, and drag them. HINT-- You can use the arrow keys to 'nudge' a field one pixel at a time.
  5. Do another test print and make sure it is correct.

Printing Forms

To print 1099 forms, first use the Find command to locate the subcontractors who get the forms. To do so, follow these steps:

  1. Choose Subcontractors from the Accounts menu.
  2. Choose Find from the Edit menu.
  3. Click the More Info button.
  4. Click in the Gets 1099 checkbox until it has an X or checkmark showing.
  5. Click OK.
  6. Click the Find button.
  7. Goldenseal will find all your subcontractors who get forms.

Next, print 1099 forms. To do so, follow these steps:

  1. Put compatible 1099 forms into your printer.
  2. Choose Print Forms from the File menu.
  3. Enter Subcontractor Accounts into the Transaction popup field
  4. Enter 1099 Form into the Form Type popup field.
  5. Enter Found Items into the Item Range popup field.
  6. Click the Print button.

Current/Prior Year Forms

Goldenseal accounting software automatically generates 1099 reports for the previous year.

  • If you want numbers for the current year to date in December, you'll need to reset your system clock so the date is in the future (or else wait til Jan 1).
  • If you want numbers prior to the previous year, you'll also need to reset the clock so it's one year later than the one you want to use.

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