Users can create one 1099 batch for each company per year, work with the 1099 information until it is complete, adjust or modify the data, and print the 1099's completely from darwin Cloud.

Prior year 1099 work are reconciled when finished.  This will enable to lock down prior year 1099 work from being modified.  Darwin saves 1099 work from year to year to view it at any time.

To start a 1099 batch for any companies for any year:

1. Go to Ledger
2. Go to 1099

To start a new 1099 batch for any of companies:

1. Click new 
2. Select a company from the drop down list
3. Type the description for this year's 1099 batch
4. Select year from the dropdown list
5. Special Non 1099 batch: create 1099 batch for people flagged to NOT receive a 1099 (optional)
6. Use the Agent Comm section to determine how your Agent 1099 amounts are to be calculated
   • no selection means that the agent's take home pay will be used for the 1099 value
   • Plus bill deduct means that the agent's take home pay PLUS their Bill Payment deductions will be totaled for their 1099
   • custom commission deduct means determine a custom formula using the settings that are available in the Formulas menu and Deduct type submenu.
   • accrual basis uses the date on the voucher to determine which items should be included on 1099's
   • cash basis uses the payment date on the voucher to determine which items should be included on 1099's
7. Click start

The 1099 values are calculated and ready for review. Check the values that appear on the screen and modify them as needed. Once all review are done, click the Print button to print all or some of the 1099.

To modify the amount that needs to be shown in the 1099 form:

1. Click on the alternate amount column and enter the correct 1099 amount
2. Click save

If there is a 1099 batch in process, or user wants to view a 1099 batch from a prior year, search and re-open any 1099 batch.

1. Click Open 
2. Click on any 1099 batch in the list