CenterPoint Payroll - 1099 Forms - Prepare and Print and/or eFile

Related Help

This document describes how to prepare, print and/or eFile 1099 forms. You can print and eFile forms in any combination. For example, many people choose to eFile the Federal and State copies and then print the vendor/employee copies. An increasing number of people are using the complete eFile process in which Federal and State copies are eFiled and the vendor/employee copy is printed and mailed by Aatrix.

Step A - Exporting 1099 Data from CenterPoint Payroll

Step B - Setup 1099 Forms

Step C - Prepare 1099 Forms

Frequently Asked Questions

Step A - Exporting 1099 Data from CenterPoint Payroll

Select Reports > Federal & State Payroll Forms & Reports > Federal Tax Forms.

Forms Update

If you have internet access and the latest version of Federal/State Tax Forms (Aatrix) is not installed, the following Aatrix Update screen will display when you select the menu selection above.

If you want to immediately install the update, click Yes and follow the on screen instructions. A progress bar will display as the update continues.

If you do not want to immediately install the update and continue processing without the required update, click No.

The Federal Tax Forms screen will display.

Select the appropriate Employer. Choose the current year's 1099 form in the Report field and the current year in the Year field.

Note: A Warning message will display if the Federal ID# is not filled in for this company.

If that message is received, click Cancel and then OK. Then within CenterPoint, select Setup > Payroll Details > Employers. Edit the Employer. Click on the Taxes tab. On the left, select Federal. Enter the Federal Tax Id in the Tax Detail section on the right. Click Save. Click Close. Select Setup > Companies. Edit your Company. Enter the Federal Tax Id on the Additional Detail tab. Click Save. Click Close. Then begin the export process again.

The 1099 Company Information screen displays to remind you that changes are stored only for 1099s and if needed to change Information from Edit > Company Setup in the 1099 Preparer in Aatrix. Click OK.

Note: Changing information in Aatrix does not change company information in CenterPoint. If a change is needed, it is suggested to change information in CenterPoint.

Note: The following screen may not appear on top of your other open windows. You may need to minimize any open windows to continue.

Step B - Setup 1099 Forms

If this is the first time 1099s are being processed this year, the 1099 Setup Wizard will automatically be displayed. If you want to continue the 1099 process, select the No thanks, start processing my 1099/1096s option, and then click Next. If you wish to test the 1099 Setup Wizard without saving any of the test information, select either the 25 recipients or All recipient test drive options. (The test drive allows you to see how the process works but does not save your selections, changes, or forms.)

Note: If you started processing 1099s previously, the 1099 Setup Wizard screen will not be displayed. Instead, you'll see the 1099 History File Options screen below. Choose the appropriate Action, and then click Next.

Verify that the Payer TIN is correct, select whether the Payer TIN is an EIN or SSN , and then click Next.

The Multiple 1099 Data Files screen will display. Select Yes if you have multiple payroll databases with the same EIN and see the FAQ section in this document for more information. Otherwise, select No, and then click Next.

Review your Payer Information. The system will notify you if any required fields have incorrect or missing information (for example, allowable characters for Address Line 1 are -, /, space { }). Click Nextif the screen is correct, if it's incorrect, click Cancel. If incorrect, go back into your program and select Setup > Payroll Details > Employer to correct the information and then start the export process again.

Select the appropriate filer type on the Tax Preparer Type screen, and then click Next.

If you are a third-party tax preparer, you will then be prompted for your information. If you have Preparer Information (Optional) entered and Yes selected in the Use Preparer information setting in File > Preferences > Reports > Federal Tax Forms, the paid preparer information will automatically display. Otherwise, enter the information and then click Next.

Select the appropriate filer type on the Transfer Agent screen, and then click Next. A transfer agent is responsible for overseeing the ownership and holding of a company's stocks or bonds and is registered with the Securities and Exchange Commission or another relevant regulatory agency. If you use a Transfer Agent, you will then be prompted for your information.

The State Tax Items screen will display. The Setup Wizard will automatically verify that all required information for listed states are complete and conform to the required formats (Vermont, Pennsylvania, Oregon, Louisiana, and Wisconsin all require complete state information). If it finds a blank field or data is incorrect, it will automatically prompt you to correct the data. You will not be able to continue to the next screen until all required fields are correct. Click Next.

Note: Changing state information in Aatrix does not change state information in CenterPoint. If a change is needed, it is suggested to change state tax information in CenterPoint.

The Special State or Local Tax Items screen will display. The Setup Wizard will automatically verify that all required information for listed local taxes are complete and conform to the required formats. Click Next.

Note: Changing local tax information in Aatrix does not change local tax information in CenterPoint. If a change is needed, it is suggested to change local tax information in CenterPoint.

The Data Verification screen will be displayed. Determine if you have any recipients that elected to receive 1099s electronically, and then click Next to continue.

The Recipient Identification Numbers screen displays. Determine if you want to truncate recipient identification numbers and how you want to print RINs on recipient copies reported as zero and then click Next to continue. The data will now be transferred to the W2/1099 Preparer grid.

Step C - Prepare 1099 Forms

Review the Preparer Steps screen, and then click OK.

The W-2/1099 Preparer will walk you through the process of eFiling and/or printing your 1099s. Once the displayed data has been reviewed, click Next to continue to the next screen. When you click on Next, the W-2/1099 Preparer will automatically verify that all required fields are filled in and the data is formatted correctly. Anytime the Preparer finds data that is incorrect or missing, it will automatically prompt you to correct it.

This is an example of what the W-2/1099 Preparer will display if it finds incorrect or missing data. If this screen is displayed, simply click on the Go Back and Correct button and the data that needs to be corrected will be displayed in red. Click on the red data and correct the information. Once all data has been corrected, click Next again to continue to the next screen.

The first screen of the W-2/1099 Preparer displays the Verify RecipientTaxpayer Identification Number (TIN) for each recipient. The information will be highlighted in blue.Make any needed changes, and then click the Next button at the top of the screen. The screen can be adjusted by scrolling or moving the center line from the left to the right.

Note: Changing the figures on this screen will only change the printed Federal reports, it will not change the data in your CenterPoint program. The total for the columns appears above the column in the Totals Row.

To add a line to the W-2/1099 Preparer grid, right-click over one of the line numbers on the left side of the screen and select Insert Row, enter the number of rows you want to add to the end of the list of employees, and then manually enter the new information into the grid.

To delete a line from the W-2/1099 Preparer grid, right-click over the line number you want to remove, and then select Remove Row.

To copy a line on the W-2/1099 Preparer grid, right-click over the line number you want to copy, and then select Copy.

To add a copied line to the W-2/1099 Preparer grid, right-click over the line number where the copied row should be inserted, and then click Paste.

To Find information in a column in the W-2/1099 Preparer grid, right-click on the column header name, select Find,in the Find What box, enter the information you want to locate, and then click Find Next.

The next step allows you to the TIN Flag. The TIN FlagCheck if FEIN should be selected for each recipient that has a TIN that is an FEIN. Make any needed changes, and then click Next Step.
Verify Recipients Names and addresses are correct. The recipients names will be in the Recipient Last Name, Recipient First Name, and Recipient Middle Name columns. If the recipients names are not in the correct columns, please see the second question in the Frequently Asked Questions section of this document. Make any needed changes, and then click Next.
Continue to Verify All Income boxes, Filing State, and any other amounts for the recipients, make any needed changes, and then click Next until all data is accurate.
When all data is accurate, click Next to begin printing and/or eFiling 1099s.
The 1099 Printing and Filing Options screen will be displayed. All printing and eFiling options are displayed with the costs associated for eFiling and Complete Filing Service (which does all the printing and eFiling for you). Choose the appropriate options for your company and click Next.

Review the Important Information screen. If you want to review/edit the information in the W-2/1099 Preparer grid, click Double Check. After you've double-checked the information in the W-2/1099 Preparer grid, click Agree.
When a Complete eFile Service informational screen displays, click Next.

The 1099 Printing and Filing Options screen will be displayed. All printing and eFiling options are displayed with the costs associated for eFiling and Complete Filing Service (which does all the printing and eFiling for you). Choose the appropriate options for your company and click Next.

If you have not chosen the Complete 1099 eFiling Service option, you have another chance to select that service instead of printing the 1099s yourself. Click Next to continue with the original printing options selected. If you've changed your mind and would like Aatrix to print and eFile all of your 1099s, select Yes, I would... and then click Next.

If you chose the 1099 eFiling Service, you have the option to purchase a PDF archive on a USB of your 1099s, select Yes, include a PDF archive to purchase an archive or select No, thank you to continue without purchasing an archive.

Red Wing Software recommends purchasing a PDF Archive of your 1099s as a backup so you can easily view or reprint a filed 1099 form. If your Aatrix History file becomes corrupt, the file cannot be located, or you get a new computer and the file is not copied to your new computer the PDF Archive can be used instead.

If you have elected to file state copies of the 1099 forms, the Select the States you Wish to File screen may display. If there are any states in which you do not want to file, unselect those states now.

The Review Data screen will display. If you select the Print button, a printed version of exactly what displays on this screen will be printed. If any changes are needed, click Back. Otherwise, click Next to continue.

The first selected 1099 form will be displayed. The form type is displayed in the yellow bar at the top of the screen. It also specifies how many different forms were selected to print. In the upper-left side of the screen, use the left and right arrows to move through all of the forms for this form type.
- You can change any figure on the reports that are highlighted blue. Any figure that is highlighted red must be changed before you can print the report. Any figure that is white cannot be changed, but it is a calculated number, so it may be changed by adjusting the fields around the white field. Changing the figures on this screen will only change the printed Federal reports, it will not change the data in CenterPoint.
- To print this first form, click Print Final. You will be prompted to enter either plain paper or perforated paper. Click OK. Once the data is printed, click Next Step to continue to the next selected form.

The next form will be displayed. Click Print Copy to print the form, then click Next Step to continue to the next form. The last form will be displayed. Click PrintFinal to print the form, then click Next Step. Continue through this process for all of the forms that display.

eFile 1099 Forms

This section will not display if you did not chose to eFile your 1099 forms.

If you have chosen to eFile any of your forms, and you have not filed previously, the Aatrix Secure eFile screen will be displayed.

If you are not enrolled to eFile with Aatrix:
- From an internet browser, enter https://efile.aatrix.com to go to the Aatrix website

Click Enroll in the upper-right corner to complete the enrollment process.

OR

Log in to your eFile account to add this new company under the Companies tab.

Return to the Aatrix Secure eFile screen and click Check Enrollment Status. Enter your login information, and then follow the onscreen instructions to eFile your forms.

If you are enrolled to eFile with Aatrix, enter your login information. Verify your enrollment information. To edit your enrollment information, click Edit on the Enrollment Information screen, click Next, and then follow the onscreen instructions to eFile your forms.

To view answers to common questions, click here or from an internet browser, enter https://www.aatrix.com/support/knowledgebase/windows/

If you have questions about the calculated sales tax or need to apply for tax exemption for your filing, email AatrixExemptCerts@sovos.com.

For additional information about eFiling , click here or enter https://partner.aatrix.com/red-wing-software/

You will have the option to select to allow your recipients to securely import their 1099 information into certain tax software products by approving the Aatrix Tax Form Transfer Agreement displayed during the eFiling process.

When the eFile process is complete, the Complete screen will indicate that your filing was successfully received for processing. A confirmation email will be sent to the email address specified on this screen.
If you have recipients that opted to receive their 1099 electronically or selected the Complete eFiling Service, you will need to complete the Online Access Wizard which allows you to lookup, print, or email access letters and passwords. For detailed information, click here.

The AFID (Aatrix Filing Identifier) is a number assigned to your submission for tracking purposes. If you contact Aatrix Support, they will request this number.

Note: It is important to note the AFID (Aatrix Filing Identifier). It will be required when contacting the eFile Center with questions about your submission.

If you eFiled your 1099 forms, and have questions regarding your filing, contact Aatrix by email at helpme@aatrix.com, on their website at https://efile.aatrix.com/ by clicking Login and entering your Aatrix username and password, or on their website athttps://efile.aatrix.com/ by clicking the Search our FAQs button.

Upon completion of the 1099 printing process, the 1099 History File Options screen is displayed. If you are finished printing forms for the time being, select Close. This screen will also be displayed if the 1099 printing process is started again.

Frequently Asked Questions

Q: Are there any important changes to the 1099 process for 2024?

A: There are no specific changes to the 1099 filing process for 2024; however, it is important to remember that the U.S. Department of the Treasury and the IRS issued final regulations on February 21, 2023, that changed the eFile threshold from 250 to 10. The current 10-return threshold comprises an aggregate of return types (W-2, ACA, 1099 forms) covered by the regulation. Click here for more information. For specific 1099 series information, click here.

Q: If I choose to eFile my 1099 forms, is there a charge per form/recipient?

A: Yes, please click here to view the eFile pricing for 1099 and minimum charge for 1099 and other tax forms (the minimum charge applies to each type of form eFiled).

Q. Where do I enter the employer identification number (EIN) that is required when running Federal or State tax forms?

A. Select Setup > Payroll Details > Employers. Select your Employer and click Edit. Click on the Taxes tab. Under the Taxes in the upper left, select Federal to display the Tax Details on the right. Enter your Federal Tax Id.

Each state you calculate payroll taxes with is also listed under the Taxes in the upper left side of the Taxes tab. Under the State, select the State tax such as the State withholding or State unemployment to display the Tax Details on the right. Enter your State Id #. Click Save after completing each required State tax number.

If you are also integrated with CenterPoint Accounting, select Setup > Companies. Edit each company and go to the Additional Detail tab to verify/enter the Federal Tax Id.

Select Reports > Federal & State Payroll Forms & Reports > Federal Tax Forms.
In the Report box, select Electronic 1099 Consent. In the Year box, enter 2024, and in the Time Period box, select One Year.
Follow the on-screen instructions until the form displays, then edit, print, and distribute to your recipients. Have your recipients sign and return for your records.
Make sure each vendor (Setup > Names > Names) has an email address on file and the Consent to Electronic 1099 selected on the General tab. If the Consent to Electronic 1099 check box is selected, a signed consent form must be on file. Additional charges apply for eFiling with Aatrix.
Process your 1099s from Reports > Federal & State Payroll Forms & Reports > Federal Tax Forms by selecting 2024 1099-NEC.
After the grid of employees displays and is verified/edited, the 1099 Printing and Filing Options screen will display, select Complete 1099 eFiling Service and follow the on-screen instructions to eFile.

Q. When is the 2024 filing deadline for 1099 forms?

A. The Internal Revenue Service filing deadline for 1099 forms can be located by using the Search feature on the Internal Revenue Service website at www.irs.gov.

Q. What are the 2024 eFiling deadlines for 1099 Forms?

A. Efiling deadlines can be located from this link: https://efile.aatrix.com/pages/public/FilingDeadlinesPublic.aspx?v=ATX000

Q. Do I need to order 1099 forms or can I print them on plain paper?

A.All of your 1099 copies will be printed on plain paper, including the Copy A (often called the “red copy”) and your 1096. CenterPoint/Aatrix received IRS approval to print all copies of the 1099 on plain paper. Click here to view the 1099 Approval Letter.

Perforated paper and envelopes can be purchased from Computer Forms, Inc. at https://redwing.computerforms.biz, by calling 800-458-0158, or by selecting Resources > Order Checks and Forms on the Red Wing Software website.

Note: If you choose to use the Complete 1099 eFiling Service through Aatrix, you do not need to print any 1099 forms.

Q. I’m trying to process my 1099s, but I keep getting the message “Would you like to register now, or evaluate?”

A. You will need to manually register your Federal/State Tax Forms (Aatrix) software.

Call Red Wing Software at 1-800-732-9464 and request an Aatrix Registration code.
Open CenterPoint
Select Help > Product Registration > Federal/State Tax Forms Registration.
In the Aatrix Registration Key box, enter the key you were given by Red Wing Software (do not enter the dashes).
Click Submit.
At the Registration Successful message, click OK.
Click Close.
Your Aatrix software is registered through the last day of the month of your Customer Care Plan anniversary date.

Q. Why am I getting a “forms update” or "mandatory update" message when I try to process my 1099s and what do I need to do?

A. At least once a quarter, including at year end, updates are created for the Federal/State Tax Forms (Aatrix) software. When you receive either of those messages, it means that Aatrix has an update available that you should install prior to continuing. Please refer to the Forms Update section of this document for step-by-step instructions on how to proceed.

Q. Can I change the figures on my Federal reports if they are incorrect?

A. Yes, once the data is in Aatrix Federal/State Tax Forms, you can change any figure on the reports that are highlighted blue. Any figure that is highlighted red must be changed before you can print the report. Any figure that is white cannot be changed, but it is a calculated number, so it can be changed by adjusting the fields around the white field.

Note: Changing the figures on this screen will only change the printed Federal reports, it will not change the data in CenterPoint.

Q. I'm trying to eFile my 1099s and I can't remember my Aatrix eFile username and/or password, how can I get it?

A. We recommend you contact Aatrix by calling 800-426-0854.

Q: I eFiled my 1099 forms, and I have questions regarding my filing, how do I contact Aatrix ?

A: For specific questions regarding your filing, you can contact Aatrix by email at helpme@aatrix.com, on their website at https://efile.aatrix.com/ by clicking Login and entering your Aatrix username and password, or on their website at https://efile.aatrix.com/ by clicking the Search our FAQs button.

Q: I have multiple databases for one EIN; how do I merge the databases so I get one set of 1099s?

A: Follow the steps below to merge multiple databases into one set of 1099s:

Start the 1099 process and continue until the Multiple Payroll Data Files screen displays. On the Multiple 1099 Data Files screen, select Yes, I use multiple 1099 data files for the EIN and click Next to continue

The next Multiple 1099 Data Files screen displays, click Save, enter a name for the data file, and click Close.

Open the other database(s) and repeat steps 1-2 above for all databases you want to merge. When all data files are saved, continue to step 4.
At the bottom of the Multiple Payroll Data Files screen, select each database to be merged and then click Merge.
On the Multiple 1099 Data File Merge screen, click Yes.
On the Multiple 1099 Data Files screen, click Continue to continue processing 1099s.

Q. How can I ensure I have a copy of my Federal & State Reporting tax forms to review for historical purposes or when moving to a different computer?

A: The Aatrix History File contains your historical Federal/State Tax Forms and it is necessary to back this file up on a regular basis so that if you purchase a new computer the history can easily be transferred to the new computer by restoring the backup. Red Wing Software suggests backing up your Aatrix History File on a quarterly basis.

Select File > Backup > Backup Aatrix History
Select the employers to back up history files for.
Click OK.
Select a location to save the AatrixHistoryBackup.zip file to and then click Save.
At the Back Up Created message, click OK.

The Aatrix History File folder will have one or more sub-folders, each sub-folder contains files for a specific EIN number.

If networked the default location of the Aatrix history files can be changed by following these steps:

Select File > Preferences > Reports > Federal/State Tax Forms.
Click the Application tab.
In the Use Non-Default File Location box, select Yes.
In the Non-Default File Location box, the default Red Wing Software suggested file location displays: <ProgramData>\Red Wing Software\CenterPoint\Aatrix\. Change this location to the network location you want to save the Aatrix History file to.
Click Save.

You can still perform a manual backup of the Aatrix history files by following the local computer steps above.

Q. I'm attempting to log in to the Red Wing Software website, but it does not recognize my Email and/or Password? What should I do?

A. Follow the instructions below for information about the Red Wing Software website.

To register on the Red Wing Software website:

The Red Wing Software website uses the same login as Red Wing Software's Web Services (Pay Advices, CenterPoint Time Clock, or Employee Portal). If you have an existing account for Web Services, enter the same user credentials to log in to the website. If you do not have an existing account for Web Services, follow the steps below:

From a web browser, enter www.redwingsoftware.com.
In the upper-right of the Red Wing Software home page, click Log in.
Click Create One!
Enter your First Name and Last Name.
Enter an Email address and a Confirm Email address which must match the contents of the Email field for the registration to be processed.
Enter a Password and Confirm Password. Passwords must be at least six characters and no longer than 25 characters, include one numerical character and one lower-case letter.
Click Create.
In the Account Number box, enter your company Account Number. Your Account Number can be located in a few different places:
1. From within CenterPoint by selecting Help > About.
2. On the Support Certificate that you receive upon renewing Customer Care Membership.
3. Red Wing Software sends customers a renewal form for Customer Care Membership. This renewal form contains your account number.
4. Invoices you’ve received from Red Wing Software contain your account number.
5. If others at your company have already registered, they can sign into their account and find your company’s account number at www.redwingsoftware.com/home/myaccount.

Continue entering your Title, First and Last Name, Email Address (which is your login) and a Password.
Enter the displayed Security Verification code, and then click Submit.

To log in to the Red Wing Software website:

In your web browser, enter www.redwingsoftware.com, and press Enter.
In the upper-right of the Red Wing Software home page, click Log in.
Enter your Email Address and your Password.
Click Log In.

To reset a forgotten password:

In your web browser, enter www.redwingsoftware.com, and press Enter.
In the upper-right of the Red Wing Software home page, click Log in.
Click the Forgot your password? link.
Enter your Email address.
Click Email Link.
An email will be sent to your current email address from Red Wing Software. Open the Reset Password email and click the here link.
Enter your Email address, your new Password, and then enter your new password again in the Confirm password box, and then click Reset.
Continue with the To log in to the Red Wing Software website section above.

To log out of the Red Wing Software website:

On the upper-right side of the Red Wing Software home page, click the drop-down arrow next to the My Account button.
In the displayed menu, select Log out.

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