Process 1099 Forms - Work File Options

Place the dot in either Add to or Re-Create Work File for Reporting Group Selected or Remove ALL 1099 Information in Work File before Pulling.

  1. Add to Work File - if you are pulling information to add to information already in the file.
    1. This adds the information from this pull to information already pulled such as Section 8 information or to add information from another paygroup. 
    2. If you pull the same information twice it will be duplicated.  
    3. If you pull with the Add to Work File option using a reporting group that has already been used (or left blank) then it will duplicate the information in that reporting group.
  2. Re-Create Work File for Reporting Group Selected - is used when you are pulling to different Reporting Groups.
    1. This will clear all information in the file for the Reporting Group entered.  
    2. It will not clear any other Reporting Group Information.  
    3. If you Pull from Paygroup for multiple paygroups to this Reporting group, you will need to re-pull and Add each paygroup.
  3. Remove ALL 1099 Information in Work File before Pulling - is used to remove all information already pulled for the year and repul
    1. This process clears out any information already in the file and replaces it with the new information being pulled.

12/2023

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