Creating Forms 1099 and 1096 in Patriot’s Accounting Software
You can create and print paper 1099 forms to give to your vendors, and file a paper 1096 form with the IRS. You also have the option to have Patriot e-File your 1099 forms with the IRS. For more details, see Electronically Filing Your 1099s.
First, make sure you have completed the steps mentioned in the article Before You Create 1099 Forms to ensure you have everything you need.
If you are filing your own 1096 with the SSA, in the left menu, go to Reports > 1099 Contractor Forms > Create 1099/1096 Forms. Otherwise to have Patriot e-File, go to Reports > 1099 Contractor Forms > e-File 1099s.
Note, if you have any vendors who are set to receive a 1099 but are missing a tax ID, you will see a message with a link to enter this missing information first.
- Select the year.
- Click the Create button, which takes you to the View and Print 1099/1096 page.
Follow the instructions in the next article for Viewing and Printing Forms 1099 and 1096.