1099 Pro.NET Quick Start Guide

Support multiple browsers: Internet Explorer 6 or higher, Chrome, Firefox, Safari;
Made changes to Recipient Lookup page to give choice options similar to the Form Lookup page;
Made changes to Recipient Lookup/Form Lookup pages to make search persistent throughout user's session;
Added the ability to email PDF copies of forms to recipients with up to 256-bit AES encryption.
- Note: This option must be configured in the 1099 Pro Corporate Suite software in the "Set Email Server And Account" area in "Security and Administration" prior to usage, then the information in the "Recip. Email" field in "Email/Postal" tab for each record.
Changed Form Counts report: We've added the ability to select between "All Filers/All Forms", "All Filers/Selected Forms", "Selected Filers/Selected Forms
Added the abilty to perform advanced Pcode lookups. For more information click here.

Getting Started - Logging In and Logging Out:

Thank you for using 1099 Pro! The following information will help you use 1099 Pro.NET. If you would like to skip to a specific section, please refer to the navigation bar on the left side of the screen. To be sure that 1099 Pro.NET runs correctly, be sure to turn off your pop-up blocker, or list the url as a safe site in your web browser.

Begin by opening the 1099 Pro ASP web page. If necessary, enter the address into your web browser's (Internet Explorer, Safari, Chrome, or Firefox) address bar. Please note that the web address will be defined by the person that sets up the 1099Pro.Net server, for additional information please contact your System Administrator.

Enter your assigned User ID and Password and press the "log in" button. If you wish to change your password, place a check in the checkbox labeled "I want to change my password after logon". If this is your first time logging in, the default password is "NEW". Please note that after three failed log in attempts, the program will automatically lockout the user until the program administrator resets their account.

Login Screen

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.
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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Common Search Features and Functions

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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Form Lookup

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".

Click on "General Options" on the blue task bar to the left, then click on "Form Lookup" to begin a form search.
First select which form types the software will search by placing a check in the box to the left of the desired form type.
Select your search criteria from any of the options in the "Select Search Field" drop down menu.
Select your operator from the "Select Operator" drop down menu.
Enter your search criteria in the "Enter Search Criteria" box by clicking in the "Enter Search Criteria" text box and typing your search criteria.
Click on the magnifying glass button to begin your search.
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.

Creating New Tax Forms

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.

1098, 1099-A, 1099-B, 1099-DIV,1099-INT,1099-LTC,1099-MISC,1099-OID,1099-R,1099-T,5498,W-2,W-2G,1042-S

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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Printing

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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Send email from 1099Pro.NET quickly & securely

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

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

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”
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.
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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Appendix

Creating Corrections

To create a correction, select a form with a filed status (i.e. "Print/Mag", "SB Filing", etc) from either a list of search results or the "Browse, Enter & Edit" screen.
Note: Changing an address on a filed form should not be considered a correction. Address information should be changed via the "View the Form" button and not by clicking on the "Create Correct" button.
Click here for more information regarding changing address information.
With the filed form selected, click on the "Change" button.
At the "This is a Protected Form" window, click on the "Create Correction" button.
Make the required corrections to your form by clicking on any of the boxes or fields on the form.
Press the "Tab" key or select another box on the form to apply a change.
Any corrections made to the form will be indicated by blue text. There will also be correction information at the bottom of the form which specifies the type of correction, whether a copy needs to be sent to the recipient and whether a copy needs to be sent to the IRS.
Click on the "Save" button to save your corrections.
You will now be sent to the "Protected Form (Filed, with Corrections)" screen. Here you can view, change, delete or add further corrections in the future to this form by using the corresponding action buttons.
To print the original form, simply click on the "Reprint Original Form" button.
To reprint the corrected form, click on the "Reprint Correction Form" button.
When you are finished, click on the "Close" button to exit.

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To begin with click on the "Track Print Jobs" icon in the "Forms & Printing" menu.

Note: If you do not see the "Track Print Jobs" icon, click on the drop down icon on the "Forms & Printing" bar, below the Tax Form drop down menu.

This will open the "Print Bin" window, from here you will have access to the following options.

Search Job Description: You can search your past jobs for specific form types, just type the form type name into the search box and press enter.

Note: You can further narrow down your results by checking off the "Search anywhere in Job Description" box, then typing more information related to your print job in the text field.

Delete All: Clicking on this option will allow you to delete all the print jobs that are present in the "Print Bin" Window.

Refresh: Clicking this option will check the server for status updates or new print jobs.

Delete: Clicking this will delete the currently highlighted print job.

Cancel: Highlighting a print job and clicking cancel will allow you to stop that print job, this is useful for stopping large print jobs that were started in error,

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Custom Statement Printing

1099 Pro ASP users can access custom reports from within the interface.

First, click on the "Forms and Printing" menu.

Next, click on the "Print Tax Forms" button.

Now you should be presented with a listing of any completed print sessions that you have run, now, click on the "Custom Print Process" button.

Note: This button is not enabled by default, please contact a 1099 Pro representative if you would like a custom statement created for you.
Phone: 1-888-776-1099
Email: CS@1099pro.com

You will now be presented with the "Welcome to the custom print process" screen.

"Specify Format"

Format Description: This is the description of that the report will include, this description is made for you by the 1099 Pro representative that creates your statement.

Format Filename: This is the filename for the custom report, these files are located in the reports directory in the server installation of the Corporate Suite software.

"Specify Filter Options"

Entering information in any of these fields will limit the records placed on the report by the information that you place in these fields.
Note: The report will return partial matches, so putting 553 in the Recipient TIN field will return all Tax ID Numbers that begin with 553.

Recipient Account Number: This is the account number that was either manually input when the form was created, or brought in when the tax forms were imported.
Recipient TIN: This is the recipients Tax ID number that was either manually entered, or brought in when the tax forms were imported.
Tax Form Source ID: This is the Tax Form Source ID that was either manually input when the form was created, or brought in when the tax forms were imported.
Tax Form Category: This is the Category that was either manually entered, or brought in when the tax forms were imported.

Process and print corrections records: With this option checked, the report will include records that have been previously marked as processed or corrected, if this option is not checked, the report will not include these records.

"Specify Post Print Options"

Mark processed forms as Printed/Protected: If this option is checked, all forms included on the report will be marked as printed/protected, this indicates that they have been filed with the IRS and that they are being sent to them.

945 Balancing Report

The purpose of the 945 Balancing report is to determine what the Federal/State withholding information was input into the 1099 Pro ASP interface/Corporate Suite software, this report is generated across each of the Filers in your database as well.

Select report cutoff date and page break options.

"This option will refine the number of records included on the report by the cutoff date that is on each of the records in your database."

"Start a new page whenever the EIN changes.": As this report will be generated using all the Filers in your database, this will help break them up into groups that will be easier to work with if you are used to working within a specific filers records, alternately this can be turned off if you would like to see all the records that a certain Recipient that you will be sending in to the IRS.

"Select what report you wish to Run"

Process Federal Balancing Report: Choosing this option will generate a report of all information that will be submitted to the Federal Government.
Process State Balancing Report: Choosing this option will generate a report of all information that will reported to each individual State.

"Select what forms will be included in the report"

Note: Depending on what options you chose under the "Select what report you wish to Run" will change what is displayed in this area.

Filed only: Originals filed before Cutoff Date, Late originals filed on or after Cutoff date.
Filed and Not Filed: Using Federal or State Filing Date for Filed Records Originals entered/filer before Cutoff Date, Late Originals entered/filed on of after Cutoff Date.
Filed and Not Filed: Using Federal Filing Date Only for all Filed Originals entered/filed before Cutoff Date, Late Originals entered/filed on or after Cutoff Date.

Note: This last option is only available when you choose the "Process State balancing Report" option.

"Select what type of reports to process"

Note: by selecting the Comprehensive Report Type you choose to process Originals, Late Originals and Corrections. If report type default is chosen, only Originals will be processed.

Default: includes includes all original transactions entered before the cutoff date. (NOT ACCOUNTING DATE)
Comprehensive: Default amounts from above + Late adds (New transaction on or after the Cutoff Date) + Net Change of ALL corrections (delta of final non-corrected amounts vs corrected amounts)

"Select the Filers that you would like to include in your Report"

All Filers: This will include all Filers that your security level allows you to access to be included on your report.
Select Filer: Selecting this option and clicking on the hourglass will allow you to choose which filers will be included on your 945 report

Note: The Filers that you are allowed to choose will be limited by the Filers that you have access to view by your security settings.

Corrections/Late Adds report (Export to Excel)

This will create a a report of all late Corrected forms, in addition to all transactions entered after the cutoff date. This report will not be printed, but will rather create a file that is compatible with Microsoft Excel.

Note: If you do not have Microsoft Excel installed on your computer, please click this link to visit Microsoft's site and download the Microsoft's free Excel Viewer.

The following options are selectable when creating your Corrections/Late Adds report.

Create the Federal Report: Choosing this option will create a report that will return all pending/filed records that have been reported to the Federal Government.
Create the State Report: Choosing this option will create a report that will return all pending/filed records that will be reported to individual States.
Use Federal Filing Date: This will generate the report using the federal filing date.
Note: The option "Use Federal filing date" will be selectable only when "Choose the State Report" has been chosen.

"Select report cutoff date and desired level of detail"
Report Cutoff date: This date effects what records will be placed on the report that you choose to generate, the options you choose past this point effect that record, and are normally before this date, or on and after this date.
Choosing either "Export Summary Records" or "Export Detail Records" will export the following fields EIN, PTIN, Account, SSN/Record Count, Type, Process Type, State and various box amounts.
Note: The information included on this report is dependent on what type of tax forms you are generating reports for.

Export Summary Records: This report will aggregate information based on EIN, in addition, some information will not be included on this report, such as account, or PTIN/SSN for aggregated information.
Export Detail Records: This report will display the above information for each individual record that is included on the report.

"Select the type of forms to include in the report"
Only Filed/Uploaded forms (Filed at the Federal/State level): The report will only return forms that have a status of printed/filed/magmedia
Only corrections and late adds filed on or after the cutoff date (e.g. first filing date) will be included in the report: This is the date that was chosen earlier.
Only pending/printed forms (Not filed at the Federal/State level)

"Select the forms/filers to include in your report"
All forms for all filers: this option automatically selects every eligible tax for for every filer in the system.
Note: the report that is generated will be limited to the filers that your security level grants you access to view.
Selected Form Types for all Filers: Manually select types of tax forms to include in the report. all filers will be automatically processed.
Note: You will have to click the "Select Forms" button and "Tag" which forms you would like included on the report, once you are done, click "Select".
Selected Form types for selected Filers: Manually select both - both forms and filers - to process.
Note: You will have to click the "Select Forms" and "Select Filers" buttons, and tag which Forms/Filers you would like included on the report, once you are done with your selections of either, click the "Select" button to confirm your choices.

"Threshold Options"
Note: This option only appears if you have chosen "Only pending/printed forms (Not filed at the Federal level" under "Select the type of forms to include in the report"
No - Do not apply any Threshold (All eligible forms will be processed)
Yes - Apply Federal Thresholds (Only forms that exceed Federal Thresholds)

"Threshold Criteria"
Note: These options will only appear if you have chosen "Yes - Apply Federal Thresholds" under "Threshold options".
Use EIN in Threshold grouping and filtering (All locations for EIN are included):
User payer code in Threshold grouping (Each Filer/Payer code is treated as unique):
Apply Federal Thresholds rules to each form individually:

"Select States to process"
Note: This option will only appear if you have chosen "Create the State Report" under "Select type of report to create"
All States: Choosing this option will generate a report that will include all eligible states on it.
Selected States: Choosing this option will generate you a report using the States that you choose.
Note: You must click on "Select States" after this option has been chosen and tag each of the States that you would like included, once this has been done you must click on "Select", this will tell the interface which States you would like included on your report.

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TINCheck Integration

TINCheck is a service offered through 1099 Pro. TINCheck is an essential tool in identifying mismatch errors through an interactive and user friendly website prior to filing information returns. Simply log in with a username and password, and instantly gain access to multiple verification sources in one place. Users also have the option of integrating the API/web service into an existing accounts payable system, allowing your company to seamlessly verify information while entering new vendor information into your database.

TINCheck offers TINCheck Bulk Processing for users that don’t need real-time results and have bulk files that require validation. TINCheck Bulk allows users to upload their bulk files through the TINCheck website and for results within 48 hours from your request.

There a 2 ways you can give a user access to TINCheck integrated features. If the end user is part of a “built-in” access group, the admin can create. If the user is part of a custom access group, you can simply modify the user profile under the access group. Users belong to access group that are highlighted in green are using Built-in Groups. If using built-in groups, a new access group will have to be created to allow access to TINCheck.

Users already using custom access groups and profiles will need to update the access group to allow TINCheck integration. Highlight the group and click the Change button. Tag the Program Area named “Allow access to TINCheck” and the click the Modify button.

Click Select All Rights then Save.

For users using Built-In Groups, you will need to create an Access Group first and then update your User Profile(s). Click the Add button at the bottom.

Give your new access group a name and tag Allow access to TINCheck and click the Modify button.

Click Select All Rights then Save.

Click Save Changes to Group. Go to your User Profiles and update them to include the new access group we created for TINCheck access. Tag the access group and click Save Changes to Group.

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Custom Training Materials

Adding a link (URL) to 1099 Pro.NET activates the “Custom Training Materials” link shown below. Access the link from CS by clicking on “Security & Administration”, (1) “Rules & Options”, click on (2) “ASP Module Update Preferences/Options” and then on the “Group/ASP” tab. the URL/Link field (3) can be edited at any time to direct the Custom Training Materials link in the Help & About section.

CustomTrainingMenu

Group ASP tab

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