Costpoint Online Help

Contents of the Create 1099 Information Screen

Use the fields and options to configure the Create 1099 Information screen.

Create 1099 Information

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Taxable Entity

Use the fields in this group box to choose the taxable entity ID for 1099 creation. Although you can create 1099s for more than one taxable entity at a time, Deltek recommends that you print 1099s for only one taxable entity at a time. This ensures that each taxable entity's data prints separately on IRS documents.

Field Description
Option

Use this drop-down list to select the range of taxable entity IDs to be included. Valid options are:

  • All: Select this option to include all available taxable entity IDs. The Start and End fields are disabled for this option. This is the default.
  • One: Select this option to include only one taxable entity ID and then enter that taxable entity ID in the Start field. The End field is disabled for this option.
  • Range: Select this option to include a contiguous range of taxable entity IDs. Enter the beginning taxable entity ID for the range in the Start field and enter the ending taxable entity ID of the range in the End field.
  • From Beginning: Select this option to include a range of taxable entity IDs that begins with the first of all the available taxable entity IDs and ends with the taxable entity ID that you enter in the End field. The Start field is disabled for this option.
  • To End: Select this option to include a range of taxable entity IDs that begins with the specific taxable entity ID that you enter in the Start field and ends with the last of all the available taxable entity IDs. The End field is disabled for this option.
Start

Enter, or click to select, the starting taxable entity ID for the range that you want to include. If you select All or From Beginning in the Option field, this field is inactive.

End

Enter, or click to select, the ending taxable entity ID for the range that you want to include. If you select All, One, or To End in the Option field, this field is inactive.

Pay Vendor

Use the fields in this group box to select a range of pay vendors for 1099 creation.

If you use the lookup in the Start and End fields to select a pay vendor ID, your choices are limited to those that were flagged for 1099 creation on the 1099s group box on the Header tab of the Manage Vendors screen. To keep this lookup accurate, change old vendor status settings individually via Header tab.

Field Description
Option

Use this drop-down list to select the range of pay vendors to be included. Valid options are:

  • All: Select this option to include all available pay vendors. The Start and End fields are disabled for this option. This is the default.
  • One: Select this option to include only one pay vendor and then enter that pay vendor in the Start field. The End field is disabled for this option.
  • Range: Select this option to include a contiguous range of pay vendors. Enter the beginning pay vendor for the range in the Start field and enter the ending pay vendor of the range in the End field.
  • From Beginning: Select this option to include a range of pay vendors that begins with the first of all the available pay vendors and ends with the pay vendor that you enter in the End field. The Start field is disabled for this option.
  • To End: Select this option to include a range of pay vendors that begins with the specific pay vendor that you enter in the Start field and ends with the last of all the available pay vendors. The End field is disabled for this option.
Start

Enter, or click to select, the starting pay vendor for the range that you want to include. If you select All or From Beginning in the Option field, this field is inactive.

End

Enter, or click to select, the ending pay vendor for the range that you want to include. If you select All, One, or To End in the Option field, this field is inactive.

Options

Field Description
Calendar Year

Enter the calendar year for which you want to create 1099s, or select a year from the drop-down list. Although you can create 1099 information for future years, Costpoint cannot support 1099 formats for future years.

Record Type

Field Description
1099s

Select this option to create original 1099s.

Correcting 1099s

Select this option to create correcting 1099s for previously submitted 1099s with errors. You can only create a correction record for a single Taxable Entity and Pay Vendor at a time.

If you select this option, the value of the Option drop-down lists for the Taxable Entity and Pay Vendor will be disabled and be set to One.

Note: For Costpoint Cloud, you can choose to opt in to this feature for the Costpoint 2025.2 release. The ability to opt in is temporary and will be removed when the feature becomes automatically enabled for all users as part of a future Costpoint release. See the Manage Opt-In Features topic for more information.
Recreate 1099s

Select this checkbox to overwrite 1099 information previously created for a taxable entity or pay vendor. This works for both original and correcting 1099s.

Create 1099 Information

Click on the toolbar menu to create 1099 information.