How To Process 1099 Forms
Step 3: 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.
- Add to Work File - if you are pulling information to add to information already in the file.
- This adds the information from this pull to information already pulled such as Section 8 information or to add information from another paygroup.
- If you pull the same information twice it will be duplicated.
- 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.
- Re-Create Work File for Reporting Group Selected - is used when you are pulling to different Reporting Groups.
- This will clear all information in the file for the Reporting Group entered.
- It will not clear any other Reporting Group Information.
- If you Pull from Paygroup for multiple paygroups to this Reporting group, you will need to re-pull and Add each paygroup.
- Remove ALL 1099 Information in Work File before Pulling - is used for the first pull or to remove duplicated information.
- It clears out any information already in the file and replaces it with the new information being pulled.
11/2021