Payroll Mate® Software Tutorials

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