1099 Pro.NET Quick Start Guide

• When you log in, the software will automatically attempt to open the Filer/PTIN last used. If your security rights do not allow you to access that Filer or if you have never logged in before you will be asked to choose a Filer.

• To select a Filer which contains the forms you wish to work with, click on it from the provided list and then click on the "Select" button.
  • Please click here for more information on selecting a Filer.
• To logout of the software, simply click "Log out" located at the top right of the application. Please note, you will be automatically logged out if you have been inactive for more than 20 minutes

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All search boxes in 1099 Pro ASP can be used in the same way.

• Clicking on the magnifying glass button will start your search.
• Clicking on the refresh button will reset all search settings and clear the current search criteria.

• To select a form listed in your search results, single click on the row that it occupies. Once selected the record will be highlighted in blue. Use the action buttons at the bottom of the window to perform the task desired.
  
  
  (Common action buttons)
   

Tips for displaying and sorting multiple records on screen:

• To sort search results by a particular column, click on the heading you wish to sort by.
• The greater than "(>)" or the less than "(<)" sign next to the column header indicates the sort order.
  • "(>)" denotes ascending sort order and "(<)" denotes descending sort order.
  • Clicking on the column heading a second time will cause the sort order to flip from its current sort order to the opposite sort order.
     
• Clicking on a column heading will also alter the search function to match the column you click on. For example, clicking on the "Recipient TIN" header will cause the search type to change to "Search Recipient TIN(>)".
   
• When entering a TIN in a Search Criteria box, dashes are not required, although if you are entering a TIN on a tax form (i.e. a new form) the dash is required. Adding the dash when entering a TIN on a tax form determines the TIN type (i.e. SSN and EIN) which makes dash placement extremely important.

Miscellaneous:

• To expand or contract a menu item on the blue task bar to the left, simply click on the blue arrow next to the menu's title.
• To expand a drop down menu, click on the downward facing arrow on the right end of the box.
• The expanded menu contains a list of options. To select an option, click on the desired item.
• Once a selection has been made, the drop down menu will "roll up" and display your selection.
  
  

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The "Form Lookup" search is a direct search thru all Filers, all Form Types, for either the current or all prior tax years. When the current year is selected, the search will only return results for the current year. When a prior year is selected, the search will return results for all prior years. You may also specify a particular year by indicating a "Tax Year" in one of the "Select Search Field" drop-down menus.
Please click here for more information on selecting a "Tax Year".

1. Click on "General Options" on the blue task bar to the left, then click on "Form Lookup" to begin a form search.
2. First select which form types the software will search by placing a check in the box to the left of the desired form type.
3. Select your search criteria from any of the options in the "Select Search Field" drop down menu.
4. Select your operator from the "Select Operator" drop down menu.
5. Enter your search criteria in the "Enter Search Criteria" box by clicking in the "Enter Search Criteria" text box and typing your search criteria.
6. Click on the magnifying glass button to begin your search.
7. To select a form listed in your search results, click on the row that it occupies so that it becomes highlighted in blue.

Example: Lynda needs to find all forms issued in tax year 2004 by PCode (Payer Code) 1942. Here are the steps she needs to take to find her forms:

• From the "Form Lookup" screen, Lynda sets the first "Select Search Field" to "Tax Year".
• Under the "Select Operator" drop-down menu, Lynda selects "Equal".
  • In order to search by "Tax Year" you must be working with forms from a year other than the current tax year.
    Please click here for more information on selecting a "Tax Year".
• In the "Enter Search Criteria" field, she types "2004". The first part of her search is complete, she now needs to setup her search to limit results further.
• In the next "Select Search Field" drop-down menu, Lynda selects "PCode".
• In the "Enter Search Criteria" field, Lynda enters "1942". Her search is now ready!

Lynda then clicks on the magnifying glass icon to begin her search.

This section will outline the simple process of adding a new form to your filers database.

First you will want to have your correct filer selected, you will be able to see who the current filer is in the "Current Filer Window", located at the top left corner of your window. The information in the "Current Filer Window" will be used in the creation of your tax form(s), if this is not correct please see the section on selecting your filer before you continue.

Once that is completed you will need to select the tax year that you would like to create the form for, this can be found underneath the "Current Filer" box.

Underneath the Tax Year box you will see the "Tax Form" drop down box, here you will be able to select one of the various forms that are available for creation within 1099 ProNet.

Once you have chosen the form that you would like to create a new form for click on the "Add" button.

You will then be presented with a graphical representation of the form that you selected.

From here you can either click on the various fields.

Note: You can also use the "Tab" button to cycle down through the fields, or "ctrl-tab" to go up through the various fields.

Once you are done you may click on the "Save Form" button

Note: If there are any errors or warnings regarding your form you will be informed when you click the "Save form" button.

From there you will be taken back to the "Enter, Update and View" screen.

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• In order to print a form, click on a record to select it and then click on the "Quick-Print Form" button.
• Select which copies you wish to print by placing a checkmark in the boxes to the left of each copy type.
• You may require the use of the optional "Advanced Printing Options". For more information regarding these options, please click here.
• When you have finished selecting your printing options, click on the "Print Now" button to begin the print process.
  
  
  
  
• After clicking on the "Print Now" button, a window labeled "Print Bin" will pop-up. Personal to an individual user, the "Print Bin" displays the print job history for that user.
• Check under the "Job Status" column to see the status of the print job. All new print jobs should have a status of "Pending". Click on the "Refresh" button to update the current status of all jobs in the "Print Bin".
   
• "Pending" indicates that a PDF has not yet been generated.
• "Completed" indicates that a PDF is available by clicking on the "View" link under the "Preview" column. You can then use the PDF to print a hardcopy.
  
  
  
  Note: To remove an item from the "Print Bin", click on the job to select it and then click on the "Delete" button.
  Note: To search for a particular print job, enter your search criteria into the "Search Job Description" box and then click on the magnifying glass to begin your search (i.e. Robert Smith).
  Note: Please see Appendix B for information regarding duplex printing.
  
  
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Now you can send encrypted PDF’s directly from 1099Pro.NET. Features include:

• Secure Password-Protected, AES 256-bit Encrypted Files
• Built in features for custom passwords, reply address, subject, and email message body
• All actions recorded by Audit Trail feature
• Mark any processed form as printed or protected

User Guide for emailing from 1099Pro.NET

1. In the main screen of 1099Pro.Net, click on the “Quick Print” button located near the bottom of the screen.
2. From here, users can access the emailing feature by clicking the “Email” button in lower right.

   

    

    

3. In the next screen, users can manage the settings and preferences before sending a secure email. Editable preferences include:
   • From field is configured and can only be changed by IT/Admin.
   • Send To field is populated by the Email/Postal TAB/field on the red & while image of the form. Typically, this data is imported but if not, you can add it on the form directly (best), key it in, or paste it on the screen above. . Multiple address should be separated by semicolons (;)
   • Reply To address will default to the address in your user security tables. IT or Admin typically is in charge of this. If you do not have an email in the security table then the default address is populated from the department email address as configured for the filer. Like Security, this too can only be set from the CS Software.
   • Subject is the Form Type: Name” and “- Tax Year”
   • Message appears in the body/text of the email. Default Messages are set up by IT/Administration via the CS Software. Users can check “Enter your own message” and enter custom text.
   • Security is set to always on and is dimmed. The password for the PDF will be the first 5 digits of the SSN or TIN followed by a dash (-), followed by the first 5 digits of the zip code. By default, 256 Bit AES encryption is set. This requires recipients to use Adobe Acrobat 9 or higher to view the attachments. Consider using AES 128 or RCA 128 if your recipient has an old version of Adobe.

   

    

    

4. Forms will be marked as printed or protected if this feature is enabled from the CS Software. Audit Trails will record E-mailed & Web Print when printing from CS

IT Setup Guide – as easy as 1, 2, 3!

The following items must be configured by a Corporate Suite Software administrator:

1. To configure your email server, click on “File,” “Security & Administration,” then “User Fields and Email” then click on the button “Set Email Server and Account”

   

    

    

2. To add default text to the body of your email, click on “Manage Automated Email Messages/Text.” Under the “Process Type” section, select the “Email Forms” option to display all emails loaded into the system. From here, you can add or edit the default text of any email.

   

    

    

3. By default, replies will return to the email address of the user who sent the original correspondence. User information including name, phone number, and email addresses can be edited at any time; while in the main screen of Corporate Suite, click on “File,” “Security & Administration,” “Security Groups” and then “Add/Update Individual Users.”

   

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