Submit a Single 1099 Return for a Tax Reporting Entity

You can consolidate 1099 returns across multiple business units and submit a single 1099 return for a tax reporting entity.

When you submit one of the following processes, you can opt to consolidate the payments made across all associated business units into one report:

• US 1099 Report
• US 1096 Report
• US 1099 Electronic Media Report
• US 1099 Forms (Comma Delimited Format)
• US 1099 Invoices Exceptions Report
• US 1099 Suppliers Exceptions Report
• US 1099 Payments Report
• Update and Report Income Tax Details

Here's how you consolidate the payments of multiple business units into a single return.

1. Navigate to Tools > Scheduled Processes.
2. Click Schedule New Process and then select the process name in the dialog box.
3. In the Process Details dialog box, provide the applicable values for the mandatory fields.
4. Select a value for the Business Unit field. If you want to generate a report for all the business units in the ledger, leave the field blank.
5. Submit the process.

Attention: If you have scheduled any of these processes to run on a recurring basis, you have to cancel the existing schedule and create a new one with the new parameters.