1. US Payroll Year-End Processing Guide
  2. Set Processing Options for IRIS CSV Reports

Set Processing Options for IRIS CSV Reports

Use the processing options for Work With Year-End Workbench to specify the versions of the CSV reports that the system runs.

1099 Return Types and UBEs for IRIS CSV Reports

1099 Return Type

UBE

1099-MISC

R078801

1099-NEC

R078901

1099-R

R078811

To set CSV file-generation options, in Batch Versions, locate the UBE for the applicable 1099 return type. Select the version, right-click it, and select Processing Options.

  1. Validate Only/Generate CSV Mode

    Use the processing options to specify the information that the system includes in the IRIS 1099 CSV file.

    Values are:

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

    • 1: Generate CSV files. The system generates CSV files containing 1099 data for the selected reporting year.

  2. CSV File Path

    Use this processing option to specify the fully qualified file path to which the system writes the CSV file.

    The path must include the drive, and the location. The combined length of the file path and file name must not exceed 251 characters.

    For example: C:\Users\Export

  3. CSV File Name

    Use this processing option to specify the qualified name of the CSV flat file.

    Do not include a file extension, such as .csv or .txt. If this field is blank, the system uses the default file name based on the selected Form Type: 1099 MISC, 1099 NEC, or 1099 R. The combined length of the file path and file name must not exceed 251 characters.

    For example: 1099MISC

  4. Number of Records per File

    Use this processing option to specify the maximum number of records to include in each CSV file.

    Based on this value, the system splits the output into multiple files; for example, up to 250 records can be included in one file. If the count exceeds 250, the system creates additional files. If this field is left blank, the system generates a single CSV file.

  5. Second TIN Notice

    Use this processing option to specify whether the IRS notified the payer twice within 3 calendar years that the employer provided an incorrect TIN. Enter Y/N only for CSV.

  6. FATCA Filing Requirement

    Use this processing option to specify whether FATCA filing is required for the entity or account. Enter Y/N only for CSV.