Process for Filing 1099s and 1096s in Sage 50

Process for eFiling my 1099s and 1096s in Sage 50

When you’re self-employed, it’s important to keep track of your income and expenses. This is where tax planning comes in handy and that’s where 1099s and 1096s come in. 1099s are taxes you must file if you earn more than $600 in income during the year. 1096s are similar, but they apply to entities such as partnerships, LLCs, S corporations, and sole proprietorships. In this blog post, we’ll walk you through the process of filing 1099s and 1096s in Sage 50. We’ll also provide a step-by-step guide to make the process as easy as possible for you.

Sage 50 is an important addition to the Sage software family.  It is used by millions of people to boost productivity and efficiency. It includes, among other things, payment and reporting functions and has fantastic features to help businesses file their annual taxes. With this accounting software, you can easily e-file the 1099 and 1096 forms. In this blog, we will discuss the process for filing 1099s and 1096s in Sage 50.

But, before diving deep into the process, let’s first get to know what 1099s and 1096s are.

What is a 1099/ 1096 Form?

Before understanding what a 1099/1096 form is, you need to understand what a 1099 vendor is. It is simply a company or individual who does work for you but is not one of your employees. These vendors have the name because you must provide them with an IRS Form 1099 if you pay them more than $600 in a fiscal year. To keep your accounting books in order, you can send them Form 1099 even if they are not paid more than $600.Prior to actually making any such payments to 1099 vendors, gather all relevant information about them so that you can properly file 1099 forms during the tax season.

How to eFiling 1099s and 1096s in Sage 50

It is always recommended to take help from Sage trained experts who can help in every way. In such situations, get in touch with the Accounting Advice professionals. Their toll free number is . They will immediately offer you with the resolutions so that your work and important tasks does not get hampered at any point of time.

Also Read: How to Print 1096/1099 Forms in Sage 50

Steps for eFiling 1099s and 1096s

 Here are the sequential steps to e-file 1099s and 1096s in Sage 50 –

A. Select the Proper Form

  • Click on Employees & Payroll 
  • Go to Forms
  • Choose one of Federal Forms or  Reports & Forms
  • Now click on Tax Forms.
  • Double-click on Payroll Tax Forms  
  •  Click on the Available Forms section 
  •  Specify [Year] 1099-INT [Year] or 1099–MISC 
  •  Set the Filing period as Yearly,
  • Choose the correct year
  • Click OK to continue
  • The 1099 Setup Wizard will be displayed on your screen
  • Select your preferred option,
  • Click Next to proceed

B. Verify the Information

  • Check whether the Payer Identification Number (PIN) is correct
  • Select the correct EIN or SSN
  • Click Next.
  • Check the Payer information
  • Click Next to proceed
  • Select the proper Tax Preparer Type
  • Click Next
  • The Third-Party Preparer Information window will open up
  • Specify the details in appropriate fields 
  • Click Next to proceed
  • Verify if all the State and Locality authority/items are correct, 
  • Click on Next.
  • Specify your preferred options on the Data Verification screen
  • Click Next.
  • Specify your options on the Recipient Identification Numbers screen
  • Click Next.
  • Choose your preferred options on the Multiple Data Files window
  • Click Next.
  • The W2/1099 Preparer worksheet will appear 
  • Check whether all the information highlighted in blue is correct 
  • Click on the Next Step tab
  • Proceed  to check the highlighted information
  • Click on Next Step until the 1099 Printing and Filing Options window is displayed on your screen

C. E-File and/or Print the 1099s

  • Select one from Select My Own Options or Complete 1099 e-filing Service
  • To print the forms, tab on Select My Own Options
  • Next, specify the forms you need to print 
  • Click Next  to continue
  • Check the selections made from the previous page 
  • Click Next.
  • Choose  the option you prefer for divider sheets
  • Click Next.
  • Click Next to Review Data.
  • Click on the Next Step tab 
  • Click OK to continue
  • Click on Next Step. Repeat the entire process to review all the forms. 
  • If you have selected the e-file option earlier, the Aatrix Secure e-file window will be displayed
  • Follow the instructions displayed on your screen and finish the process.

We hope the sequential steps mentioned above have cleared all of your doubts related to e-filing 1099/ 1096 forms in Sage 50.

Read More-: How to Print 1096/1099 Forms in Sage 100

Final Words!

They can guide you during the whole process of eFiling the 1099s and 1096s in Sage 50 and also offer tips for an enhanced work output. The Sage 50 customer support 1800 964 3096 team at Accounting Advice is always available at the toll free number .

Accounting Professionals & Specialized Experts

Want quick help from accounting software experts? Get in touch with our team members who can install, configure and configure your software for you. Proficient in fixing technical issues, they can help you quickly get back to work whenever you encounter an error in Sage software. Our team is available 24/7 365 days to assist you. To get in touch.


What is Reported on a Form 1099-MISC?

A Form 1099-MISC includes various types of payments. The following boxes are mostly used:
 🔹 Box 1 – To report amounts you paid for rent ( against equipment, machinery and real estate )
🔹 Box 2 -To report royalty payments including the royalty fees paid already to the franchisors.
🔹 Box 3- To report other income including the prizes received where the relevant service was not provided. Also includes the wages due to the deceased employees, which were later disbursed to the beneficiaries.

What is the procedure to Print or E-file the State Quarterly Forms?

🔹 Go to the Reports and Forms menu, 
🔹 Select Forms 
🔹 Click Tax Forms. 
🔹 The Select a Report or Form window will be displayed
🔹 Next, double-click on Payroll Tax Forms 
🔹 Click on the State form type 
🔹 Select your state.
🔹 Specify the concerned state for which you wish to print /e-file.
🔹 Click on the select filing period section 
🔹 Specify the year and quarter

Please Note: If you click on a new form, you will need to again select the year and quarter of your choice.
🔹 Click OK to continue
🔹 Follow the instructions shown on the screen

How can I Print 1099 and 1096 Forms in Sage 100?

🔹 Click on Reports 
🔹 Click to open Form 1099 reporting
🔹 Go to 1099 reporting visual 
🔹 Click on form to use tab
🔹 Click New
🔹 Specify the form type to use (from Dividend, Interest and Miscellaneous)
🔹 Now, specify the 1099 calendar year 
🔹 Choose the merchant category 
🔹 Type in the minimum amount payable to the vendors, along with the year to date payments. this amount needs to be either equal to or more than the amount you entered
🔹 Check and confirm all the information related to the company
🔹 After you accept the terms & conditions, a 1099 window would appear
🔹 Click next to proceed
🔹 In the checklist wizard, click on the print check list tab in order to print all the steps of the 1099 form
🔹 Tap on Finish
🔹 Follow these steps to complete the form in the next window too
🔹 Once the details have been confirmed, the processing of the 1099/1096 forms will be initiated. 
🔹 Now to decide the look of the form, choose the print format 
🔹 Select suitable forms
🔹 Click the forms viewer to acknowledge and check the details in your form
🔹 Click next to display the form

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