1099Pro is an external software solution
Not as clean as an inline solution like Greenshades, but not difficult to export your records to Excel and then import back in to their desktop application.
Their service bureau offering (print, mail, and efile) service starts from about $1/recordhttps://www.1099pro.com/prod1099pro.asp
Tammy Cotta, MBA, CNAP (she/her)
Financial Accounting Manager
USAC Accounting 775.682.5876 | toll free 866.404.USAC | usac.edu Facebook | Twitter | YouTube: StudyAbroadUSAC
** Get your study abroad questions answered during our weekly live info sessions. Check out the schedule here. **
I've found these 3 answers for later versions. Click on the contact person to contact.
We use Yearli for our 1099's instead of GP. I created a smart list to pull my vendor information together and then import it into Yearly. Costs a $99 flat fee and then per form after that.
Make sure that you do not use the standard GP YTD or LYR columns!! Those columns are based on "Amount Since Last Close" and are often incorrect data! It is better to use a SQL View. I have links to a SQL View and tips for dealing with the new form in my new blog post: https://trainingbyamberbell.com/2020/12/29/training-dynamos-survival-guide-for-microsoft-dynamics-gp-and-the-new-1099-nec-form/
We have used one of the programs that is in the article that Jo shared from Njevity. It is called W2 Mate, and it can be used for 1099s and for W2s, depending on what options you need/purchase. It is super easy and their customer service has always been great. It has options to electronically file also, but we don't use that. They also have the envelopes for sale at a very good price. If you go that route, just take care in ordering because many of the options are similar, but some are for W2s and some are for 1099s.
I also order the 1099 and 1096 forms from the IRS, which are free. The 1099s come tractor feed, and then I separate them, keeping the top (red IRS) copy and throwing the rest away. For the recipient copy, W2 Mate has an option to print the 1099 and the instructions all on one sheet of regular paper. That is perfect, as you just fold it in half and put it in the envelope. You can also make labels if you prefer, but then you have to make sure the right form is in the right envelope.
Accounts Payable Coordinator
If you've found this thread useful, dive deeper into User Group community content by role