Review 1099 Name Control Information

If you are submitting the 1099s electronically to the IRS, the name control fields are required.

The Name Control should be a four (4) character ID using the first four letters of a person's last name or the first four letters of the company name. Do not use special characters such as spaces, -, !, @, #, etc. Please review IRS Publication 1220 for complete instructions on name control rules.

NAVIGATION: UTILITIES menu > 1099 Processing > Review Name Control

1. Manually enter name control information for vendors missing the information.
2. You may also click on the GENERATE NAME CONTROL INFORMATION (BEST GUESS) button at the bottom left.
3. Review the grid results for errors.   
4. This process makes a best guess at the name control and should be reviewed.  
5. Click SAVE

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