Basic Features

• New Features
• Getting Started
• Search Features
• The Record List
• Select Tax Year
• Select Form Type
• Browse, Enter & Edit
• Creating New Forms
• Modifying Forms
• Form Status Codes
• Form Lookup Search
• Form Totals Report
• Printing Forms
• Printing Options
• Email Forms 
• Creating Corrections  
• 1099 Pro.NET Lite 

Advanced Features

• TIN Changes
• Address Changes
• Form Total Reports
• Print Export
• Filers List
• Advanced Pcode Lookup
• Recipient Lookup
• Corrections During Open Window Periods
• Exporting Print Jobs to Microsoft Excel
• Preset Query
• Custom Query
• Custom Column Views
• Utilities
• Track Print Jobs
• Custom Statement Printing
• 945 Balancing Report (Excel Export)
• Corrections/Late Add Report
• TINCheck Integration
• Custom Training Materials

• 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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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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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.