Print a 1096 form

Print a 1096 form as the cover sheet for 1099 forms submitted by your company. Use one 1096 for each type of 1099 form you submit. For example, if you're submitting both 1099-MISC and 1099-DIV forms, print a separate 1096 for each form type.

Sage Intacct prints your company information, the 1099 form type, the number of included forms, and the total amount reported for those forms on the 1096.

Print a 1096 form

Subscription	Accounts Payable
User type	Business
Permissions	Form 1099: Run

For Year ending, select the reporting year.
The previous year is selected by default because tax forms are generally printed after the end of the year.
If you're at the top level, set the Location filter to generate information for a specific location or location group.
If your company is configured to Issue a separate 1099 per entity, select the Entity or entity group for which to print the 1099 form.
Set format options as needed:
- Select Print total number of forms and total amount reported with this form to print the number of included forms and total reported amounts.
- For Form to print select the type of 1099 form you're submitting.
If you're printing a corrected form, select Corrected.
Adjust printing offsets if needed.
Select Print.

Field descriptions

The following table describes notable options on the Form 1096 page.

Field	Descriptions
Exclude credit card payments	Excludes credit card payments. Credit card transactions are never included on 1099-MISC forms.
Include vendors regardless of 1099 status	Includes vendors that are no longer set up for 1099 treatment that still have 1099 transactions tagged in Sage Intacct.
Print total number of forms and total amount reported with this form	Prints the number of included forms and the total amount being reported.
Vertical alignment and Horizontal alignment	Adjusts the printing position. The defaults are 0.67 vertically and 0.80 horizontally. Learn more about adjusting printing alignment.