Users create a 1099 batch for each company each year. Users review and edit the 1099 information until it is complete, they can adjust and modify the data, and print the 1099's completely from darwin Cloud.

For prior year 1099 batches, these can be reconciled when finished.  This lets you lock down the prior year 1099 work - to keep it from being modified after you send out the 1099 reports.  Darwin saves 1099 work from year to year, so you can view it at any time.

To start a 1099 batch for each of your companies for this year:

1. Go to Ledger
2. Go to 1099

To start a new 1099 batch for any of companies:

1. Click new
2. Select one of your companies 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: By default this should NOT be checked. It is used to 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
    
   • Take home pay (cash basis)
     • this selection means that the agent's take home pay will be used for the 1099 value
   • Plus bill deduct (accrual basis)
     • Plus bill deduct means that the agent's take home pay PLUS their Bill Payment deductions will be totaled for their 1099 based on the date the commission closed (not based on paid date)
   • Plus bill deduct (cash basis)
     • Plus bill deduct means that the agent's take home pay PLUS their Bill Payment deductions will be used for their 1099 if the payment was paid in the 1099 period (instead of being paid after year end)
   • Plus custom commission deduct (accrual basis)
     • Plus custom commission deduct (accrual basis) means the code will use a custom formula using the settings that you set in the Formulas > Deduct type submenu. Accrual basis means the code will use the date on the voucher to determine which items should be included on 1099's
   • Plus custom commission deduct (cash basis)
     • Plus custom commission deduct (cash basis) means the code will use a custom formula using the settings that you set in the Formulas > Deduct type submenu. Cash basis means the code will use the date on the commission was paid to determine which items should be included on 1099's

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