Setting Processing Options for CSV Reports IRIS

Use processing options to specify how the system generates CSV reports.

In Batch Versions, locate the UBE for the applicable 1099 return type. Select the respective version, right-click it, and select Processing Options.

1099 Return Type	UBE
1099-MISC	R045162
1099-DIV	R045163
1099-INT	R045164
1099-NEC	R045165
1099-G	R045166

1. Validate Only Mode / Generate CSV Mode

Use this processing option to specify whether the system validates data or generates IRIS CSV files.

Values are:

• Blank: Validate only. The system generates only a report and does not generate CSV files. The report lists any data or setup errors.

• 1: Generate CSV files. The system generates CSV files that contain 1099 data for the selected fiscal year.

2. CSV File Path

Use this processing option to specify where the system saves the CSV files.

Enter the fully qualified file path, including the drive and folder location. The combined length of the file path and file name must not exceed 251 characters. For example, enter C:\Users\Export.

3. CSV File Name

Use this processing option to specify the CSV file name. Do not include a file extension, such as .csv or .txt.

If you leave this processing option blank, the system uses the default file name based on the selected Form Type: 1099MISC, 1099DIV, 1099INT, 1099NEC, or 1099G.

The combined length of the file path and file name must not exceed 251 characters.

4. Number of Records per File

Use this processing option to specify the number of records to include in each CSV file. Based on this value, the system can generate multiple CSV files.

For example, if you enter 250 and the total number of records exceeds 250, the system creates additional CSV files. If you leave this processing option blank, the system generates a single CSV file.