This tutorial shows how to print a 1096 Form inside Payroll Mate® software.
Payroll Mate will print the data on the Red Pre-Printed IRS 1096 Form
To utilize this feature requires Payroll Mate option 6 “Vendor & 1099 Center”
If you do not have this option and want to place an order please click below
Summary of Steps
This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots.
Make sure you have the correct Company open inside Payroll Mate
- Click → 1099 & Vendor from shortcuts
- Click → Tax Forms
- Read Notice
- Click → Next
- Type Payments Threshold amount (If Payment Threshold is changed, Click → Refresh)
- Select ALL Vendors (required)
- Checkmark to mark ALL forms as Corrected if applicable
- Checkmark to format Payer’s Federal Identification Number as SSN instead of EIN if applicable
- Click → Next
- Confirm Vendor
- Confirm Data
- Click → Next
- Click → Print Form 1096
- Select Print Option (Note: To print data on a Pre-Printed 1096 form use the Print DATA Only selection)
- Click → OK
- Select Printer
- Click → OK