Single Project
Step 1: Click + to the right of Accounting Reports on the left navigation.
Step 2: Select VENDOR REPORTS from the Category drop down menu.
Step 3: Select VENDOR CHECK REGISTER (CROSS PROJECTS) from the Report Type drop down menu.
Step 4: Enter the date range for the applicable 1099 year.
Use the Date filters, not Effective Date.
Step 5: Select the projects from the Projects filter.
Step 6: Click QUEUE REPORT.
Step 7: Select T4A/1099 REPORTS from the Category drop down menu.
Step 8: Select T4A/1099 TRANSACTIONS EDIT LIST BY VENDOR TRIAL BALANCE (CROSS PROJECT) from the Report Type drop down menu.
Step 9: Enter the date range for the applicable 1099 year.
Step 10: Select the projects from the Projects filter.
Step 11: Click QUEUE REPORT.
Step 12: Click VIEW REPORTS MONITOR.
Step 13: Download the PDFs of the reports.
Step 14: Review the Vendor Check Register for total payments in excess of $600.00 to an individual vendor.
Step 15: Any vendors with payments of $600.00 or more should have their corporate status verified and a W-9 form on file.
Step 16: Verify that the T4A/1099 Transactions Edit List by Vendor Trial Balance (Cross Project) report includes all vendors with payments of more than $600.00 and that they have complete and accurate Name, Address and Fed ID# information filled in.
Step 17: If eligible payments are not found in the 1099 Edit List they will need to be updated with an appropriate 1099 code. Go to the invoice transaction and modify the 1099 code to update the report.
To update 1099 coding, go to the specific transaction and click EDIT or you can click edit from the General Ledger and make updates to several transactions at once then save.
Step 18: Once all vendors and transactions have been verified and coded properly, click + to the right of Accounting Reports on the left navigation.
Step 19: Select T4A/1099 REPORTS from the Category drop down menu.
Step 20: Select T4A/1099 FINAL RUN (CREATE CSV FILE) TRIAL BALANCE (CROSS PROJECT) from the Report Type drop down menu.
Step 21: Enter the date range for the applicable 1099 year.
Step 22: Click QUEUE REPORT.
Step 23: Click VIEW REPORTS MONITOR.
Step 24: Save the CSV file to your local hard drive.
If you would like GreenSlate to print and send out your 1099s, forward the CSV file via email to 1099@gslate.com. Please include the contact name and address you would like printed on the 1099s.
If you would like to print your 1099s yourself, follow the steps linked here. Contact Support if you do not have access and we will be happy to get you set up on the application.
