How to Process 1099 Forms

Step 3: Vendor Pull More Information

  1. Select the vendor pull option:
    1. Main Vendor Name and Address
    2. Attention Line and Main Address
    3. 1099 Name Line and Address
  2. The vendor pull option depends on where you have the information entered in the vendor master for your 1099.
    1. If you only use the Check Information address lines, use #1. a.   
    2. If you have entered the 1099 information on the Attention Line and Main Address lines use #1. b. 
    3. If you have entered your information on the 1099 Address tab…use #1. c
  3. NOTES
    1. For option 1 & 2: the Name and Address information will pull from the Main tab for every vendor.
    2. For option 3: when the Vendor Name is blank on the 1099 Address tab, the process will use the vendor information from the Main tab for that vendor.  If the 1099 Vendor Name has 1 or more characters in it, it will pull from the 1099 tab, even if the address fields are blank.  
  4. If you are not sure which option to select, use #1 and review the information.
    1. 1099 information may be pulled again if you did not get the results you were looking for (caution should be taken if Section 8 was already pulled).  

11/2021

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