SKYWARD DOCUMENTATION – 1099M PROCESSING - LET SKYWARD PRINT YOUR 1099MS
1099M Processing - Let Skyward Print Your 1099Ms Manual
Terminology
Configurations
Setup
Processing
Step 1 – Enter/Verify Payer Setup Parameters
Step 2 – Create/Modify/Report 1099M Workfile
Step
Step
Step
Step
Step
Step
Step
2
2
2
2
2
2
2
Part
Part
Part
Part
Part
Part
Part
1 – Mass Change 1099M Type on AP Invoice Detail
2 – Create 1099M Workfile
3-1 – Export 1099M Records from Student Data
3-2 – Import 1099M Records into Financial Data
3-3 – Purge 1099M Records
4 – Modify 1099M Work File
5 – Optional Reports
Step 3 – Create the 1099M Print Files
Step 3 Part 1 – Create the 1099M Print Files
Step 3 Part 2 – View 1099M Print Files (Optional)
Step 3 Part 3 – Extract 1099M Print Files (Optional)
Step 4a – Submit Files for Skyward 1099M Printing Service
Step 5 – Create the 1099M Electronic File(s)
Create 1099M Electronic Files (Required)
View 1099M Electronic File(s)
Extract 1099M Electronic Files (Optional)
Step 6 – Create Individual 1099M PDF Files
Purge 1099M PDF Files
1099M Combined Federal and State Filing
State Information Setup
Box 17 State/Payers State Number(s)
1099M Electronic File(s) Based on Report Types
PDF Files for 1099Ms with Multiple States
How to Resolve 1099M Exception Messages
Terminal (Cannot Continue) – Recipient Identification Number Exceptions
Terminal (Cannot Continue) – Recipient Name/Address Exceptions
Terminal (Cannot Continue) – Box Values are Negative Exceptions
Terminal (Cannot Continue) – Recipient State Information Exceptions – Combined
Reporting
Non Terminal (Can Continue) – Truncated Field Exceptions
Non Terminal (Can Continue) – Recipient AP Contact/ID Number/Negative Balance
Exceptions
Recipient Multiple States Exception – Combined Reporting
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1099M Processing - Let Skyward Print Your 1099Ms Manual
1099Ms must be completed no later than January 31, 2016. All data print files must be
received in our office by January 16, 2016 to avoid any additional shipping charges. Note:
Skyward does not create printed or magnetic media for corrected 1099Ms. See your auditor or
the IRS on how to proceed.
Terminology
There is no terminology for 1099M Processing.
Configurations
There are no special configurations required for 1099M Processing.
Setup
There is no special setup for 1099M Processing.
Processing
Step 1 – Enter/Verify Payer Setup Parameters
Step 2 – Create/Modify/Report 1099M Workfile
Step 3 – Create the 1099M Print Files
Step 4a – Submit Files for Skyward 1099M Printing Service
Step 5 – Create the 1099M Electronic File(s)
Step 6 – Create Individual 1099M PDF Files
Purge 1099M PDF Files
Step 1 – Enter/Verify Payer Setup Parameters
The Payer Setup Parameters should be reviewed and/or maintained by finance employees who
are responsible for processing the 1099Ms. The Payer Setup Parameters is where you will enter
payer information (i.e. name, address, etc.) for the 1099Ms. This area is also where you will
maintain your State IDs and the reporting type for each state.
The Payer Setup Parameters should be reviewed and maintained before you create your 1099M
work file in order to ensure that the Payer Information is accurate on your forms and that you
are meeting the appropriate reporting standards for each state.
From PaC, navigate to Financial Management > Account Management > Year-End.
1. Select 1099M Processing and select Run.
2. Enter the appropriate processing year and then select OK.
3. Select Step 1 – Enter/Verify Payer Setup Parameters.
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4. The Payer Setup Warning will appear if you have already created a 1099M work file. If
you are currently creating your initial 1099M work file for the selected year, this
message will not appear. Select Yes to continue.
5. On the Payer Information tab, enter or verify the information.
6. The Payer Name Control field is optional. This four character code may appear on the
IRS 1099 package mailing label.
7. The Transmitter Control Code (TCC) is required for all electronic files, transmittals, and
correspondence.
This code must be entered here before you can create your 1099M Print Files. Form
4419, the Application for Filing Information Returns Electronically/Magnetically (FIRE),
can be obtained from the IRS Website: http://www.irs.gov/.
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8. On the State Information tab, enter and/or verify the 1099M State Info for each state
that may appear on your 1099Ms.
9. Use the Add, Edit, and Delete functions to maintain your 1099M State Info.
10. When adding 1099M State Info, select the appropriate State.
11. Enter your State ID for this state.
12. Select the appropriate Report Type for this state. Note: Please contact your auditor if
you are unsure about how these fields should be completed.
13. Select the yellow question mark.
14. The help information will explain each Report Type option.
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15. Select OK.
16. Once you have completed the Payer Information and you have 1099M State Info
entered for all the states, select OK to return to the 1099M Processing menu.
Step 2 – Create/Modify/Report 1099M Work file
Step
Step
Step
Step
Step
Step
Step
2
2
2
2
2
2
2
Part
Part
Part
Part
Part
Part
Part
1 – Mass Change 1099M Type on AP Invoice Detail
2 – Create 1099M Work file
3-1 – Export 1099M Records from Student Data
3-2 – Import 1099M Records into Financial Data
3-3 – Purge 1099M Records
4 – Modify 1099M Work File
5 – Optional Reports
Step 2 Part 1 – Mass Change 1099M Type on AP Invoice Detail
The Mass Change 1099M Type on AP Invoice Detail process is typically run by an AP person or
by the Finance employee who is responsible for processing the 1099Ms. The Mass Change
1099M Type on AP Invoice Detail process allows you to verify and mass change the 1099M
Type on AP Invoices for the 1099M processing year.
Run the Mass Change 1099M Type on AP Invoice Detail process prior to creating your 1099M
work file to ensure that the appropriate Vendors and Invoices will be included in your 1099M
work file when it is created.
From PaC, navigate to Financial Management > Account Management > Year-End.
1. Select 1099M Processing and select Run.
2. Enter the appropriate processing year and then select OK.
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3. Select Step 2 – Create/Modify/Report 1099M Work file.
4. Select Mass Change 1099M Type on AP Invoice Detail and select Run.
5. Select one of the following Processing Method Options:
 Accept by Record – Allows you to change the 1099M Type on individually
selected AP Invoices.
 Report Only – Generates a report that shows AP Invoice detail, including the
current 1099M Type and the new 1099M Type. No updates are made when this
processing method is selected.
 Report and Change – Generates the same report as the Report Only option, but
also provides the option to update the AP Invoices included on the report.
6. Select the appropriate Processing Control Option to determine which AP Invoices will be
included in the mass change process.
7. The option to include all AP invoices if the vendor has a default 1099M type can only be
used with the Report Only processing method option.
8. Select the 1099M Type to check for if using the option to include only AP invoices that
do not match the selected 1099M type.
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9. If you are currently using SBAA, select this option if you wish to exclude any Check
Requests that are currently flagged with 1099M amounts.
10. The Selection Parameters and Account Filter can be used to restrict the Vendors and
Invoices that are selected for the process.
11. Select Run to begin the process.
12. When running the Accept by Record processing method, the browser will display detail
lines from AP Invoices along with the Vendor’s default 1099M Type and the current
1099M Type from the Invoice.
You may change the 1099M Type on selected detail lines by one of two methods.
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13. You may automatically change the Invoice 1099M Type to match the Vendor/Specified
1099M Type by typing Yes in this column.
14. You may also change the Invoice 1099M Type by selecting one of the options in the
column.
15. Select Close when you are finished.
16. If the Report and Change processing method was selected, you will be prompted to
confirm the mass update after the report has been generated.
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17. Below is a sample report:
18. Remember that all the changes made here will change Invoices ONLY. If you have
already created the 1099M work file prior to running this process, you will need to
recreate it in order to capture the changes made here.
Step 2 Part 2 – Create 1099M Work file
The 1099M work file is typically created by the Finance employee who is responsible for
processing the 1099Ms. The Create 1099M work file process creates 1099M work file records
for Vendors who have received payments during the selected processing year. The 1099M
amounts are pulled from Accounting Detail lines on AP Invoices that are flagged with a nonblank 1099M Type.
Run the 1099M work file creation process after you have loaded the Skyward Addendum
containing the updates for the current Processing Year.
From PaC, navigate to Financial Management > Account Management > Year-End.
1. Select 1099M Processing and select Run.
2. Enter the appropriate processing year and then select OK.
3. Select Step 2 – Create/Modify/Report 1099M Work file.
4. Select Create 1099M Work File and select Run.
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5. If there is an existing work file for the selected processing year, you will receive this
message. Select Yes to continue with the process and overwrite the current work file.
You will not receive this message if you are creating your initial work file for the
selected processing year.
6. Enter a Name Key Range if you wish to limit the Vendors that are included in the
process.
7. Select this option if you want Vendors with the same SSN or EIN to be combined into
one 1099M record.
8. For each box on the 1099M form, enter the minimum amount that is required for a
Vendor to be issued a 1099M.
9. Select Run to begin the process. When the process has been completed, a report will be
generated which will show the Vendors to receive 1099M forms.
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Below is a sample report. Note: This process may take some time to complete, so plan
accordingly.
10. The report will also show Vendors that were excluded from the work file because their
total amounts for the calendar year are less than the starting amounts entered on the
previous screen.
11. Select OK once the process has finished. This process will also generate an exception
report that will identify any discrepancies in the data. Fatal exceptions will need to be
addressed before you can continue with 1099M Processing, so review the exceptions on
the report carefully. Below is a sample report:
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12. Select View 1099M Work File Creation Parameters.
13. The date and time stamps will show you when the work file was last created and when
it was last changed.
Step 2 Part 3-1 – Export 1099M Records from Student Data
The process export the 1099M work file records is typically used by districts that track SBAA in
a Student database that is separate from their Finance database. The 1099M work file record
export creates a text file containing the records that currently exist in your 1099M work file.
After creating the 1099M work file for SBAA Vendors in your Student database, run the 1099M
work file record export to create the file that can then be used to import the records into the
1099M work file in your Finance database.
From PaC, navigate to Financial Management > Account Management > Year-End.
1. Select 1099M Processing and select Run.
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2. Enter the appropriate processing year and then select OK.
3. Select Step 2 – Create/Modify/Report 1099M Work File.
4. Highlight the 1099M Export Verification Report and select Run.
5. Below is a sample report:
6. Select Export 1099M Work File Records and select Run.
7. Enter the directory to where the file should be saved and select OK.
8. The export file has been created. This file can be imported into the 1099M work file in
your Finance database. Select OK.
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Step 2 Part 3-2 – Import 1099M Records into Financial Data
The process to export the 1099M work file records is typically used by districts that track SBAA
in a Student database that is separate from their Finance database. The 1099M import allows
you to import 1099M records from your Student database into your Finance database.
Run the 1099M import after you have created the export file for SBAA Vendors in your Student
database and after you have created the 1099M work file in your Finance database.
Note: If you are tracking SBAA in your Finance database or are using a combined database,
then the 1099 Vendors in SBAA will be automatically included in the Create process and you
will not need to use this import.
From PaC, navigate to Financial Management > Account Management > Year-End.
1. Select 1099M Processing and select Run.
2. Enter the appropriate processing year and then select OK.
3. Select Step 2 – Create/Modify/Report 1099M Work file.
4. Select 1099M Import and Purge Option Information for additional information regarding
the Import and Purge options.
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5. Select Import 1099M Records from Other Sources. If you have not yet created a 1099M
work file, you will need to do so before running this import.
6. Enter the directory to where the file is located. This is the file that was previously
exported from your Student Management database.
7. Select Run. This process will generate a verification report. Below is a sample report:
8. Select Yes to confirm that you wish to continue with the import process.
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9. Once the process has finished, select OK.
10. Imported records will be indicated in the work file with a Z* at the beginning of the
Vendor’s Alphakey. If you recreate the 1099M work file, the records will be overwritten
and you will need to re-run the import.
Step 2 Part 3-3 – Purge 1099M Records
The 1099M record purge is typically run by the Finance employee who is responsible for
processing the 1099Ms. The 1099M record purge will remove records from the 1099M work file
that do not meet or exceed any of the minimum amounts specified for each 1099 code.
Use the 1099M record purge to remove 1099M records for Vendors who do not need to be
issued a 1099M because they do not meet or exceed the minimum amounts for any of the
1099M codes. Typically, you will want to run the 1099M record purge after you have imported
records from your Student Management database.
From PaC, navigate to Financial Management > Account Management > Year-End.
1. Select 1099M Processing and select Run.
2. Enter the appropriate processing year and then select OK.
3. Select Step 2 – Create/Modify/Report 1099M Work file.
4. Select 1099M Import and Purge Option Information for additional information regarding
the Import and Purge options.
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5. Select Purge 1099M Records and select Run.
Note: This option is only available if you are using SBAA, but it can be used to delete
any records from the work file regardless of whether or not it is for an SBAA Vendor.
6. Enter the Vendor Key range to limit the Vendors that will be included in the purge.
7. Enter the minimum amounts for each box code and then select Purge. Be sure that
boxes with no minimum amounts contain a value of 0.01. If a 1099M record does not
meet or exceed any of the amounts entered here, it will be deleted from the 1099M
work file.
Note: The amounts entered here are for demonstration purposes only. Please check the
1099M instructions or contact the IRS for the actual amounts.
8. Select Purge to begin the process.
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9. Select Yes to confirm that you wish to continue with the purge.
10. Once the 1099M Purge has been completed, select OK. The 1099Ms falling within the
purge parameters have been deleted from the 1099M work file.
Step 2 Part 4 – Modify 1099M Work File
Typically, the Finance person responsible for processing the 1099Ms will modify the 1099M
work file. The 1099 work file is where you can review and modify the 1099M records before
printing the forms.
You may need to modify the 1099M work file if there are missing records, inaccurate data, or
extra records that need to be removed from the work file. Use the Add, Edit, and Delete
functions in the 1099M work file to ensure that it contains complete and accurate data. All
modifications should be made prior to creating the 1099M Print Files.
From PaC, navigate to Financial Management > Account Management > Year-End.
1. Select 1099M Processing and select Run.
2. Enter the appropriate processing year and then select OK.
3. Select Step 2 – Create/Modify/Report 1099M Work file.
4. Select Modify 1099M Work File and select Run.
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5. If a Vendor has been incorrectly omitted from the work file, select Add to create a new
work file record.
6. Select the Vendor and select OK. If applicable, you may flag the Use SBAA Vendor
option to select an SBAA Vendor from the SBAA system.
7. Review the recipient information and enter the appropriate box amounts on the form.
Select OK to save the record in the work file.
8. Select Edit to correct inaccurate data.
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9. If you have already created Print Files, Electronic Files or PDF Files in subsequent steps,
these files will be deleted from the system and you will need to recreate them to
capture the modified data. Select Yes to continue with the edit or select No to cancel
the edit.
10. Modify the data accordingly. Select the Invoices button to review the AP Invoices that
were included in the amounts on this 1099M.
11. The browser will display the Invoice Accounting Detail from each Invoice included on
this 1099M, including the 1099M Type that was used on each line. Use the Edit button if
you wish to change the 1099M Type on the selected Invoice.
12. The bottom of the screen shows the work file amounts and the Invoice amounts for
each 1099M code. These amounts may be different if you have changed the 1099M
Type on any of the Invoices displayed above. Select OK once you have finished
reviewing the Invoices.
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13. If there is a mismatch between the work file amounts and the Invoice amounts, you will
receive this message. Select Yes if you wish to update the 1099M work file amounts
with new values. The 1099M work file amounts are adjusted accordingly. Once you
have finished modifying the data, select OK to save the changes.
14. Select Delete to remove a vendor from the work file.
15. Select Yes to confirm that you wish to Delete the record.
16. Select Close once you are finished modifying the work file.
17. If any modifications are made in the 1099M work file, the exception report will need to
be run again in order to verify that the modifications have not created new exceptions.
Select OK to run the exception report.
Step 2 Part 5 – Optional Reports
The 1099M Optional Reports are typically run by the Finance employee responsible for
processing the 1099Ms. The 1099M Optional Reports are reports that will display exceptions for
1099M work file records, 1099M totals, or 1099M amounts for individual employees.
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Run these reports any time you create/recreate the 1099M work file and any time you make
manual corrections within the 1099M work file. Run these reports to verify that the 1099M
work file amounts are accurate and to find any exceptions in the work file that may need to be
addressed before you create the print files for your 1099Ms.
From PaC, navigate to Financial Management > Account Management > Year-End.
1. Select 1099M Processing and select Run.
2. Enter the appropriate processing year and then select OK.
3. Select Step 2 – Create/Modify/Report 1099M Work file.
4. There are three different Optional Reports that can be used to verify the data that is
currently in your 1099M work file. Select one of the Optional Reports and select Run.
5. Report 1099M Work File – Exceptions Only:
The Exceptions Only Report will include only those vendors with exceptions on their
1099M records. The exceptions indicate issues with the 1099M data that may or may
not need to be corrected before you continue with the 1099M Processing. The exception
report must be run before you can create your 1099M print files.
6. Enter a Vendor Name Key range to restrict the number of Vendors that appear on the
report.
7. Enter the minimum amounts required for each box to further restrict the number of
vendors that appear on the report.
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8. Select Run.
9. Select OK to print the report. Review the exceptions on the report and correct them as
necessary.
10. Below is a sample report:
11. Report 1099M Work File – Totals Only:
The Totals Only report will show only the work file totals for each box on the 1099M
form.
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12. Enter the reporting parameters and select Run.
13. Below is a sample report:
14. Report 1099M Work File – All Vendors: The All Vendors report will show the individual
amounts for all the vendors in the 1099M work file.
15. Enter the reporting parameters and select Run.
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16. Below is a sample report:
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Step 3 – Create the 1099M Print Files
Step 3 Part 1 – Create the 1099M Print Files
Step 3 Part 2 – View 1099M Print Files (Optional)
Step 3 Part 3 – Extract 1099M Print Files (Optional)
Step 3 Part 1 – Create the 1099M Print Files
The 1099M Print Files are typically created by a Finance employee responsible for processing
the 1099Ms. Create 1099M Print Files is a required process that creates the files that the
1099M forms are printed from.
Create the 1099M Print Files after you have verified that all the records in your 1099M work file
contain accurate data. Create the 1099M Print Files so that you can print the 1099Ms.
From PaC, navigate to Financial Management > Account Management > Year-End.
1. Select 1099M Processing and select Run.
2. Enter the appropriate processing year and then select OK.
3. Select Step 3 – Create 1099M Print Files.
4. Select Create 1099M Print Files and select Run.
5. Enter a Vendor Name Key range to restrict the number of vendors included in the
process. Note: This range is typically left wide open in order to capture all of the eligible
1099M Vendors in the work file.
6. Enter the minimum amounts for each box. Vendors with a Total Invoice Amount that
meets or exceeds at least one of these amounts will be included in the Print Files.
Note: Check the IRS 1099M Publication for the allowable values associated with each
code.
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7. Select Create.
8. The Exception Report will run again to ensure accuracy. Select OK to continue.
9. Below is a sample report:
10. The 1099M Print Files have been created. Select OK to continue with 1099M Processing.
Note: The Print Files are used for printing only. They should not be submitted to the
government.
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Step 3 Part 2 – View 1099M Print Files (Optional)
View 1099M Print Files is typically used by the Finance employee who is responsible for
processing the 1099Ms. View 1099M Print Files is an informational screen that displays
information regarding the creation of the 1099M Print Files.
View 1099M Print Files can be used to verify the file names of the Print Files as well as the
times and dates that the Print Files were created.
From PaC, navigate to Financial Management > Account Management > Year-End.
1. Select 1099M Processing and select Run.
2. Enter the appropriate processing year and then select OK.
3. Select Step 3 – Create 1099M Print Files.
4. Select View Print Files Information and select Run.
5. When the Print files are created, they are automatically saved to the database. This
screen shows the time and date that the Print Files were created as well as the file
names and locations. Select Close when you are finished.
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Step 3 Part 3 – Extract 1099M Print Files (Optional)
The 1099M Print Files are typically extracted by the Finance employee responsible for
processing the 1099Ms. The 1099M Print Files are automatically stored in the database when
they are created. The 1099M Print File extraction allows you to create copies of the 1099M
Print Files and to save those copies to a specified location outside of the database.
After the 1099M Print Files have been created, it is recommended that you use the 1099M Print
File extraction so that you have additional copies of the 1099M Print Files stored outside of the
database for safe keeping. Note: The Print Files should not be sent to the government.
From PaC, navigate to Financial Management > Account Management > Year-End.
1. Select 1099M Processing and select Run.
2. Enter the appropriate processing year and then select OK.
3. Select Step 3 – Create 1099M Print Files.
4. Select Extract Copies of 1099M Print Files from the Database and select Run.
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5. When the 1099M Print Files are created, they are automatically saved in the database.
6. Select a Print File and select Extract.
7. Enter the directory path to where you want to save the Print Files. Note: IS-CORP users
should not use the C: directory. Use any other directory to which you have access.
Select OK.
8. Once the extraction has been completed, select OK.
9. Repeat the process for the remaining files. Select Close when you have finished
extracting all the files.
Step 4a – Submit Files for Skyward 1099M Printing Service
The process of submitting the 1099M files to Skyward for printing service is typically done by a
Finance employee responsible for processing the 1099Ms. This process transfers the 1099M
print files from your database to Skyward’s FTP site to have Skyward print the 1099Ms for you.
Run this process after you have created your 1099M Print Files. This is an optional process that
you can use when you want to have Skyward print your 1099Ms for you instead of printing
them on your own. The Skyward 1099M Printing Service is done on a first come, first serve
basis.
From PaC, navigate to Financial Management > Account Management > Year-End.
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1. Select 1099M Processing and select Run.
2. Enter the appropriate processing year and then select OK.
3. Select Step 4a – (Optional) Submit files for Skyward 1099M Print Service.
4. The setup screen will provide you with additional information regarding the Skyward
1099M Printing Service.
5. Enter the email address of your district contact. When the files are received, this district
contact will receive a confirmation email from Skyward.
6. Select OK to transmit your 1099M print files to Skyward.
7. Once the print files have been successfully uploaded, select OK.
8. Skyward will print your 1099Ms on a first in, first out basis and then they will be mailed
to you upon completion. Once you have received your printed 1099Ms, distribute them
to your employees according to Internal Revenue Service guidelines.
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Step 5 – Create the 1099M Electronic File(s)
Create 1099M Electronic Files (Required)
View 1099M Electronic File(s)
Extract 1099M Electronic Files (Optional)
From PaC, navigate to Financial Management > Account Management > Year-End.
1. Select 1099M Processing and select Run.
2. Enter the appropriate processing year and then select OK.
3. Select Step 5 – Create 1099M Electronic File(s).
Create 1099M Electronic Files (Required)
The 1099M Electronic Files are typically created by a Finance employee responsible for
processing the 1099Ms. Create 1099M Electronic Files will create the 1099M files that you
electronically submit to the Federal and State agencies.
Create the 1099M Electronic Files after you have printed your 1099Ms and you are ready to
submit your 1099M information to the appropriate agencies.
1. Select IRS Requirement Information and select Run.
2. The IRSTAX file must be filed electronically with the Internal Revenue Service. If this is
your first time for filing electronically, you are required to have a Transmitter Control
Code (TCC). Select OK.
Note: Refer to the Internal Revenue Service 1099M instructions for details.
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3. Select Create 1099M Electronic File(s) and select Run.
4. Enter the file location of where you want to save the Electronic Files. Note: IS-CORP
users should not use the C: directory. Use any other directory to which you should have
access.
5. If you are applying to the IRS for Combined Filing, select this option to create a test
file. Select the ? icon for more information.
6. Select whether the Electronic Files should include all records or corrected records only.
7. Review the 1099M State Info for each state. If any of this information is inaccurate, you
may need to return to Step 1 in the process to correct the 1099M State Info.
8. Select Create to run the process and create the Electronic Files. This process will
generate a report that will display the transmitter’s information and provide a summary
of the 1099M totals.
9. Below is a sample report:
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10. The Electronic Files have been created. The IRSTAX-1099M file must be renamed to
IRSTAX before submitting it to the IRS. The Electronic Files should be submitted
according to the requirements of your Federal and State reporting agencies. Select OK.
View 1099M Electronic File(s)
View 1099M Electronic Files is typically used by the Finance employee who is responsible for
processing 1099Ms. View 1099M Electronic Files is an informational screen that displays
information regarding the creation of the 1099M Electronic Files.
View 1099M Electronic Files can be used to verify the file names and locations of the Electronic
Files as well as the times and dates that the Electronic Files were created.
1. Select View Electronic File Information and select Run.
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2. The file name and location of the Electronic Files are displayed here along with the date
and time that the Electronic Files were created.
3. Select Close.
4. Select View Software Vendor Information and select Run.
5. This screen displays the Software Vendor Information that is included in the Electronic
Files.
6. Select Close when you are finished.
Extract 1099M Electronic Files (Optional)
The 1099M Electronic Files are typically extracted by the Finance employee responsible for
processing the 1099Ms. When the 1099M Electronic files are created, they are stored in the
database as well as in the user specified location.
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The 1099M Electronic File extraction allows you to create copies of the 1099M Electronic Files
and to save those copies to a specified location outside of the database. The 1099M Electronic
File extraction can be used to create copies of the 1099M Electronic Files if you cannot locate
the original files or if you need additional copies of the files.
1. Select Extract Copies of 1099M Electronic Files from Database and select Run.
2. When the 1099M Electronic Files are created, they are automatically saved in the
database.
3. Select an Electronic File and select Extract.
4. Enter the directory path to where you want to save the Electronic Files. Note: IS-CORP
users should not use the C: directory. Use any other directory to which you have
access.
5. Determine whether you wish to insert a carriage return/line feed at the end of each line
in the Electronic File.
6. Select OK.
7. Once the extraction has been completed, select OK.
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8. Repeat the process as necessary for the remaining files and select Close when you are
finished.
Step 6 – Create Individual 1099M PDF Files
The individual 1099M PDF Files are typically created by the Finance employee who is
responsible for processing the 1099Ms. This process that will create PDF Files for the 1099Ms
can be viewed either from the recipient’s Vendor Profile record or from the recipient’s 1099M
work file record.
The process to Create Individual 1099M PDF Files is an optional process that can be run after
the 1099Ms have been printed. Individual 1099Ms may be printed from the PDF files if a
1099M Vendor should need a duplicate copy of their 1099M.
From PaC, navigate to Financial Management > Account Management > Year-End.
1. Select 1099M Processing and select Run.
2. Enter the appropriate processing year and then select OK.
3. Select Step 6 – (Optional) Create Individual 1099M PDF Files.
4. Select Create Individual 1099M PDF Files and select Run.
5. Select Yes to create PDF files for all Vendors currently in the 1099M work file. Select No
to create PDF files only for those vendors that were included with Step 3.
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6. Select Yes to continue.
7. Select OK once the process has finished.
8. Navigate to the Web > Financial Management > Vendors > Vendor Profile.
9. On the Calendar YTD tab, select the Year and select the 1099M button.
10. The 1099M information is displayed in the browser. Select View PDF.
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11. A PDF version of the 1099M is opened. You may now print the 1099M if the recipient
happens to need a duplicate copy.
12. In PaC, navigate to Financial Management > Vendor Master.
13. The PDF File can be accessed by going to the Calendar Totals Tab 5 and selecting
1099M.
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14. When the vendor’s 1099M work file record appears, select View PDF. The View PDF
button will also be available when you open the 1099M record directly from the work
file in 1099M Processing.
Purge 1099M PDF Files
The 1099M PDF File Purge is typically run by the Finance employee who is responsible for
processing the 1099Ms. The Purge 1099M PDF Files process will mass delete the Individual
1099M PDF Files that can be accessed from the Calendar YTD tab in the Vendor Profile.
The Purge 1099M PDF Files process is typically used when a mistake has been made on the
1099Ms and you need to post a corrected version.
From PaC, navigate to Financial Management > Account Management > Year-End.
1. Select 1099M Processing and select Run.
2. Enter the appropriate processing year and then select OK.
3. Select Step 6 – (Optional) Create Individual 1099M PDF Files.
4. Select Purge 1099M PDF Files and select Run.
5. Select Yes to confirm that you wish to delete the PDFs.
6. Select OK once the process has finished.
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7. View PDF button has now been disabled on the Vendor Profile records.
8. The View PDF button has been disabled on the 1099M work file record that is accessible
from both Vendor Master and 1099M Processing.
1099M Combined Federal and State Filing
State Information Setup
Box 17 State/Payers State Number(s)
1099M Electronic File(s) Based on Report Types
PDF Files for 1099Ms with Multiple States
State Information Setup
The State Information Setup is typically entered and maintained by the Finance employee who
is responsible for processing 1099Ms. The State Information Setup holds the district’s State ID
and determines the Report Type for each state that appears in the 1099M work file. The Report
Type for each State will determine how the 1099M data is reported to that State.
The State Information Setup should be completed prior to creating the 1099M work file.
From PaC, navigate to Financial Management > Account Management > Year-End.
1. Select 1099M Processing and select Run.
2. Enter the appropriate processing year and then select OK.
3. Select Step 1 – Enter/Verify Payer Setup Parameters.
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4. Select tab 2 to review and/or modify the State Information Setup.
5. 1099M State Information must be set up for each State that appears in the 1099M work
file.
Use Add, Edit, and Delete functions to maintain the State Information Setup.
6. Select the State.
7. Enter the State ID for this state.
8. Select the appropriate Report Type for this State.
9. Select the ? icon for additional information on the Report Type.
10. The information box explains how 1099Ms for this state are reported based on the
Report Type. Remember, not all states participate in combined reporting. Please contact
your auditor if you have any questions about how a particular state should be reported.
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11. Select OK when finished.
12. Once the 1099M State Information has been entered for all States appearing in the
1099M work file, select OK.
Box 17 State/Payers State Number(s)
During the creation of the 1099M work file, Box 17 populates with the State Information
established in the State Information setup (Tab 2 in Step 1 of 1099M Processing).
From PaC, navigate to Financial Management > Account Management > Year-End.
1. Select 1099M Processing and select Run.
2. Enter the appropriate processing year and then select OK.
3. Select Step 2 – Create/Modify/Report 1099M Work File.
4. Select Modify 1099M Work File and select Run.
5. When the 1099M work file is created, Box 17 is populated based on the State
Information Setup (Tab 2 of Step 1). If there is a State Information Setup for the
recipient’s state, and the Report Type is either blank, Combined, or Separate, the box
will be populated with the State and the State ID. If there is no State Information Setup
for the recipient’s state, or the Report Type on the setup is No State Reporting, then the
box will be left empty.
6. Edit the 1099M record and add a second state to Box 17 and then select OK to save the
changes.
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7. A prompt will appear to provide you with the option to create separate 1099M records
for each state. Select Yes is you wish to continue and create separate 1099M records
with the prorated amounts based on the values entered in Box 18. Select No if you wish
to retain one 1099M record and remove the second state.
8. After selecting Yes, the amounts on the 1099M work file record are prorated accordingly
for the first state in Box 17. A message will appear in the lower left corner to indicate
that the recipient has 1099M records for multiple states. Select OK to save the new
amounts.
9. Select OK.
10. A new work file record is created for the second state, with the amounts prorated
accordingly. The message indicating that the recipient has 1099M records for multiple
states will also appear on this record. Select OK to save the second record.
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11. The work file now shows two 1099M records for the recipient, and the message that the
recipient has records for multiple states will appear in the lower left corner when one of
the records is selected.
1099M Electronic File(s) Based on Report Types
The 1099M electronic files that are created is based on the Report Types selected on the State
Information Setup (Step 1, tab 2) for each state appearing in the 1099M work file.
From PaC, navigate to Financial Management > Account Management > Year-End.
1. Select 1099M Processing and select Run.
2. Enter the appropriate processing year and then select OK.
3. When Steps 1 – 4 are completed, select Step 5 – Create 1099M Electronic File(s).
4. Select IRS Requirement Information and select Run.
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5. The IRS Requirement Information message displays additional information for first time
submitters and combined federal/state submitters. Select OK.
6. Select Create 1099M Electronic File(s) and select Run.
7. If at least one State is set up as a Combined Report Type, the user has the option to
Create Test File. Note: No State Files will be created at the same time that a Test File is
created. A Test File should be submitted annually.
8. The browser shows the State Information Setup for each State that is currently set up
in Step 1 on Tab 2.
9. Select Create.
10. The message displays all the file locations and file names for each of the 1099M
Electronic Files that were created. A separate state file will be created for each state
that is set up with the Separate Report Type. For States set up with the Combined
Report Type, the state data will be reported via the federal file. For states set up with
the blank Report Type, a state copy will need to be printed. Select OK.
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PDF Files for 1099Ms with Multiple States
If a 1099M recipient has work file records for multiple states, only one PDF File can be
accessed through PaC Vendor Master. The PDF Files for other states must be accessed either
through the work file record in 1099M Processing or through the Web Vendor Profile.
From PaC, navigate to Financial Management > Account Management > Year-End.
1. Select 1099M Processing and select Run.
2. Enter the appropriate processing year and then select OK.
3. Select Step 2 – Create/Modify/Report 1099M Work File.
4. Select Modify 1099M Work File.
5. The employee currently has two 1099M records due to having Box 17 totals for two
separate states.
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6. In PaC, navigate to Financial Management > Vendor Master.
7. On the Calendar Totals tab (tab 5), select the appropriate Year and select 1099M.
8. The PDF File is accessible for only the first of the two 1099M records.
9. Return to your 1099M Processing work file. Select the recipient’s second work file
record and select View.
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10. Select View PDF.
11. Now you can view the PDF File for the second work file record.
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12. On the Web, navigate to Financial Management > Vendors > Vendor Profile.
13. On the Calendar YTD tab, select the appropriate Year and then select 1099M.
14. Both 1099M records are displayed here. Select either 1099M record and select View
PDF.
15. Now you can view the PDF File for either work file record.
How to Resolve 1099M Exception Messages
Terminal (Cannot Continue) – Recipient Identification Number Exceptions
Terminal (Cannot Continue) – Recipient Name/Address Exceptions
Terminal (Cannot Continue) – Box Values are Negative Exceptions
Terminal (Cannot Continue) – Recipient State Information Exceptions – Combined
Reporting
Non Terminal (Can Continue) – Truncated Field Exceptions
Non Terminal (Can Continue) – Recipient AP Contact/ID Number/Negative Balance
Exceptions
Recipient Multiple States Exception – Combined Reporting
From PaC, navigate to Financial Management > Account Management > Year-End.
1. Select 1099M Processing and select Run.
2. Enter the appropriate processing year and then select OK.
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3. Select Step 2 – Create/Modify/Report 1099M Work File.
Terminal (Cannot Continue) – Recipient Identification Number Exceptions
During the 1099M processing, you may encounter exceptions when there are issues with the
Recipient’s Identification Number.
1. Select Report 1099M Work File – Exceptions Only and select Run.
2. When the 1099M work file is created, an exception report is generated. The following
are some of the exceptions that may occur when there are issues with the Recipient’s
Identification Number:
 The recipient’s identification number is not valid.
 The recipient currently has the same I.D. Number as another recipient on the
1099M work file.
 The recipient’s identification number is not numeric.
 The recipient’s identification number is all zeros.
 The recipient’s identification number is missing.
3. There are two ways to correct these exceptions:
1.) Modify the recipient’s Identification Number in the 1099M work file. This is a
temporary correction that will take place in the 1099M work file only.
2.) Modify the recipient’s Identification Number in the Vendor Profile. This is a
permanent correction that will require you to recreate the 1099M work file in order to
capture the changes.
4. In the 1099M work file, select the recipient and select Edit.
5. Correct the Identification Number and select OK to save the change. Note that manual
edits in the work file will require you to rerun the exception report.
6. In PaC Vendor Master, go to the Vendor’s Setup tab to correct the Identification
Number.
7. In the Web Vendor Profile, go to the 1099 tab to correct the Identification Number.
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8. Rerun the Create 1099M Work File process to capture the corrections made to the
Vendor Master records. Note that any manual changes that were previously made in the
work file will be overwritten when you recreate it.
Terminal (Cannot Continue) – Recipient Name/Address Exceptions
During the 1099M processing, you may encounter exceptions when there are issues with the
recipient’s name or address information.
1. Select Report 1099M Work File – Exceptions Only and select Run.
2. When the 1099M work file is created, an exception report is generated. The following
are some of the exceptions that may occur when there are issues with the recipient’s
name or address information:
 The recipient’s name is missing
 The recipient’s address is missing.
 The recipient’s city is missing.
 The recipient’s state is missing.
 The recipient’s zip code is missing.
3. There are two ways to correct these exceptions:
1.) Modify the recipient’s name and/or address information in the 1099M work file. This
is a temporary correction that will take place in the 1099M work file only.
2.) Modify the recipient’s name and/or address information in the Vendor Profile. This is
a permanent correction that will require you to recreate the 1099M work file in order to
capture the changes.
4. In the 1099M work file, select the recipient and select Edit.
5. Select Edit.
6. Correct the recipient’s name and/or address information and select OK to save the
changes. These are temporary changes that will affect the 1099M work file only and will
be overwritten if the 1099M work file is subsequently recreated.
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7. In PaC Vendor Master, locate the Vendor’s record and select Edit.
8. Correct the Vendor’s name and/or address information and then select OK to save the
changes.
9. The address information may also be corrected by editing the 1099M Address.
10. The 1099M Address may also be corrected on the Vendor’s Setup tab.
11. On the Web Vendor Profile, the address information may also be corrected by editing
the Separate 1099M Address on the 1099 tab.
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12. Rerun the Create 1099M Work File process to capture the corrections made to the
Vendor Master records. Note that any manual changes that were previously made in the
work file will be overwritten when you recreate it.
Terminal (Cannot Continue) – Box Values are Negative Exceptions
During the 1099M processing, you may encounter exceptions when any of the 1099M boxes
contain negative values. Negative values may occur when Void checks have been issued for
the Vendor during the tax year.
1. Select Report 1099M Work File – Exceptions Only and select Run.
2. When the 1099M work file is created, an exception report is generated. An exception
will occur if any of the 1099M boxes contains a negative value.
3. There are two ways to correct these exceptions:
1.) Modify the box amounts in the 1099M work file. This is a temporary correction that
will take place in the 1099M work file only.
2.) Modify the box amounts in the Vendor Master. This is a permanent correction that
will require you to recreate the 1099M work file in order to capture the changes.
4. In the 1099M work file, the work file records with red text contain negative amounts in
one or more of the boxes. Select Edit to correct the amounts.
5. Corrections may be made by changing the box amounts. These changes will take place
in the 1099M work file only. Select Invoices.
6. To change a 1099 Amount, highlight one of the detail lines and select Edit. This will
allow you to change the 1099M Type on the A/P Invoice.
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The 1099M work file amounts are displayed along with the Invoice Accounting Detail
amounts. The Invoice Accounting Detail amounts will reflect any changes that have
been made here on the Invoices. Select OK once the modifications have been made.
7. Select Yes if you wish to update the 1099M work file totals to match the Invoice
Accounting Detail.
8. Select Financial Management > Vendor Master.
9. On the AP tab, select the appropriate Invoice and select View. This will allow you to
change the 1099 Type on the Invoice accounting detail.
10. Rerun the Create 1099M Work File process to capture the corrections made to the
Invoices. Note that any manual changes that were previously made in the work file will
be overwritten when you recreate it.
Terminal (Cannot Continue) – Recipient State Information Exceptions – Combined
Reporting
During the 1099M processing, you may encounter exceptions when a State Number is missing
or the 1099M State Information is set up incorrectly on the State Information tab of the Payer
Setup Parameters for Step 1.
1. Select Report 1099M Work File – Exceptions Only and select Run.
2. When the 1099M work file is created, an exception report is generated. This exception
indicates that the 1099M State Info has not been set up for the recipient’s State.
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3. Select Step 1 – Enter/Verify Payer Setup Parameters.
4. Go to the State Information tab and verify that the 1099M State Information records
are correct. Add or Edit setup records as needed.
5. Verify that the State Code, State ID #, and Report Type are correct.
6. This exception indicates that the recipient’s State Number is missing.
7. Select Modify 1099M Work File and select Run.
8. Select the Payee Name and select Edit.
9. Verify that the State/Payer’s State Number in Box 17 is correctly entered.
Non Terminal (Can Continue) – Truncated Field Exceptions
During the 1099M processing, you may encounter exceptions when a field has too many
characters to display correctly on the 1099M form.
1. Select Report 1099M Work File – Exceptions Only and select Run.
2. When the 1099M work file is created, an exception report is generated. Some of the
truncation exceptions that may occur are:
1.) Recipient Name/Address flagged as truncated.
2.) 1099M account number will be flagged as truncated on the Universal Standard
1099M form.
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3. There are two ways to correct these exceptions:
1.) Modify the recipient’s name, address, or account number in the 1099M work file.
This is a temporary correction that will take place in the 1099M work file only.
2.) Modify the recipient’s name and address information in the Vendor Profile. This is a
permanent correction that will require you to recreate the 1099M work file in order to
capture the changes.
4. In the 1099M work file, select the recipient and select Edit.
5. To correct the Account Number exception, adjust the value so that it is 21 characters or
less. Select OK to save the changes.
6. Select Edit.
7. Adjust the name or the address information and then select OK. Be sure to uncheck the
Address Truncated indicator to remove the truncation exception.
8. In the PaC Vendor Master, select Edit.
9. Correct the Vendor’s name and/or address information, and then select OK to save the
changes. The 1099M Address may also be edited to modify the address information.
10. The 1099M Address may also be modified on the Vendor’s Setup tab.
11. The 1099M Address may also be edited in the Web Profile on the 1099 tab.
12. Rerun the Create 1099M Work File process to capture the corrections that were made
on the Vendor record. Any manual edits that were previously made in the 1099M work
file will be overwritten when the work file is recreated.
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Non Terminal (Can Continue) – Recipient AP Contact/ID Number/Negative Balance
Exceptions
During the 1099M processing, you may encounter exceptions. These exceptions occur when
one or more of the following scenarios exist within the current 1099M work file:
1.) An A/P Contact is entered on the Vendor Master Setup tab, but the 1099M Recipient Box
option is not set to print it.
2.) The recipient’s combined box totals result in a negative balance.
1. Select Report 1099M Work File – Exceptions Only and select Run.
2. To verify this exception, select Modify 1099M Work File and select Run.
3. When the 1099M work file is created, an exception report is generated. The exceptions
on this report indicate one of the following issues:
1.) The A/P Contact Name is entered, but is not selected to print.
2.) The combination of all the 1099M Box values equal a negative value.
4. There are two ways to correct these exceptions:
1.) Modify the name information and 1099M amounts in the 1099M work file. This is a
temporary correction that will take place in the 1099M work file only.
2.) Modify the recipient’s 1099M information in the Vendor Profile. This is a permanent
correction that will require you to recreate the 1099M work file in order to capture the
changes.
5. In the 1099M work file, select the recipient and select Edit.
6. Verify the 1099M Box values and modify as necessary. Select OK to save the changes.
7. You may also select Invoices to review the invoice detail that was included in the 1099M
amounts and change the 1099 Type on the Invoices.
8. To print the A/P Contact, select Edit.
9. Add the A/P Contact, the recipient’s name, and address information.
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10. In the PaC Vendor Master, the 1099M Recipient Box setting can be changed on the
Vendor’s Setup tab.
11. The 1099M Recipient Box setting may also be changed on the 1099 tab of the Web
Vendor Profile. Rerun the Create 1099M Work File process to capture the corrections
made to the Vendor Master records. Note that any manual changes that were
previously made in the work file will be overwritten when you create it.
Recipient Multiple States Exception – Combined Reporting
During the 1099M processing, you may encounter exceptions when the recipient is reporting to
multiple states. This exception is informational and can be ignored after validating the vendor
information.
1. Select Report 1099M Work File – Exceptions Only and select Run.
2. To verify this exception, select Modify 1099M Work File and select Run.
3. When the 1099M work file is created, an exception report is generated. This exception
indicates that the recipient has 1099M work file records for multiple states.
4. In the 1099M work file, notice that the employee has multiple 1099M records.
5. The message at the bottom of the screen also alerts the user that the employee has
1099M records for multiple state. The states are also noted in this message. This
exception can be ignored once it has been verified.
Revised: 12/21/2015
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