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.

Exporting Data from Step A - Exporting Data from CenterPoint Payroll

Step C - Review and Export Data from

Step B - Setup 1099 Forms

Step C - Prepare 1099 Forms

Frequently Asked Questions

Step A - Export 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-MISC form in the Report field and the current year in the Year field.
If you do not own a CenterPoint Accounting product with CenterPoint Payroll, click Yes at the following Do you want to continue? message. If you do own a CenterPoint Accounting product with CenterPoint Payroll, select Reports > Reports > User-defined/Tax Reports > 1099-MISC to produce 1099s for vendor purchases.

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 Company Information from Edit > Company Setup in the 1099 Preparer in Aatrix. Click OK.

Note: Changing company information in Aatrix does not change company information in your Red Wing Software program. If a change is needed, it is suggested to change company information in your Red Wing Software program.

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

Forms Update

The following Forms Update screen will display if you chose not to perform the Aatrix update when you first selected Reports > Federal & State Payroll Forms & Reports > Federal Tax Forms or State Tax Forms. If you want to continue processing your forms without performing the required update, click Continue Expired. Note: Expired forms will be marked as expired and cannot be filed. This screen will continue to display each time you choose not to perform the required update until you click Yes when first prompted to install the available update or you click Automatic Update or Download Update to perform the required update from this screen.

Step B- 1099 Setup Wizard

If this is the first time 1099s are being processed this year, the 1099 Setup Wizard will automatically be displayed. If you wish to test the 1099 Setup Wizard without saving any of the test information, select either the 25 or All recipient test drive options. If you want to continue the 1099 process, select the No thanks, start processing my1099/1096s option and then click Next.

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 click Next.

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

Note: If you receive an Incorrect Format message on the Company Setup screen, click Cancel. Then within CenterPoint, select Setup > Companies. Edit your company. Enter the correctFederal Tax Id on the Additional Detail tab. Then begin the export process again.

The Multiple 1099 Data Files screen will be displayed. 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 click Next. The data will now be transferred to the W2/1099 Preparer grid.

Review your Payer Information. The system will notify you if any required fields have incorrect or missing information. 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.

The State & Local Tax Items screen will display. The Setup Wizard will automatically verify that all required information for listed states and local taxes 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 of the Wizard until all required fields are correct. Click Next.

Note: Changing state and local tax information in Aatrix does not change state and local tax information in your Red Wing Software program. If a change is needed, it is suggested to change state and local tax information in your Red Wing Software program.

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.

Step C- W-2/1099 Preparer

(missing or bad snippet) Once the displayed data has been reviewed, click Next Step to continue to the next screen. When you click on Next Step, 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 Step again to continue to the next screen.

The first screen of the W-2/1099 Preparer displays the Taxpayer Identification Number (TIN) for each recipient. Make any needed changes and click Next Step or the Next button at the top of the screen.

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

The first screen of the W2/1099 Preparer displays the Recipient TIN/Taxpayer Identification Number (TIN) for each recipient. Make any needed changes and click Next Step at the top of the screen.

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 you want to remove and select Remove Row.

To copy a line on the W-2/1099 Preparer grid, right click over the line 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 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, click Find Next.

The next step allows you to verify the TIN Flag. The TIN Flag should have a check mark for each employees who's TIN is an FEIN. Make any needed changes and click Next Step.
Verify that the recipients names and addresses are correct. The recipients names will be in the Optional Name field, not the Recipient Last Name and Recipient First Name fields. Make any needed changes and click Next Step.
Verify all Income boxes for the recipients. Make any needed changes. Click Next Step.
Verify the Filing State for the recipients. Make any necessary changes and click Next Step.
Verify any other amounts for the recipients. Make any needed changes and click Next Step.
The next screen offers one more chance to verify all data and make any changes. When all data is accurate, click Next Step to begin printing and/or eFiling 1099s.
If an 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 printings and eFiling for you). Choose the appropriate options for your company and click Next.
Information about the Complete 1099 eFiling service will be displayed. 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 printings 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 for you, select Yes, I would... and then click Next.

If you chose the Complete 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.

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. Note: If you select the Print button, it will create a printed version of exactly what displays on this screen. 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.

To print this first form, click Print Copy and then Yes. Once the data is printed, click Next Step to continue to the next selected form. If a pre-printed form is required when printing a report, you will be notified to insert the pre-printed form prior to printing.

The next form will be displayed. Click Print Final to print the form, then click Next Step to continue to the next form. Repeat this process for each selected form.

Efile 1099 Forms

This section will not display if you have not chosen 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, you can do one of the following:

Click Enroll to be transferred immediately to http://efile.aatrix.com to enroll this Taxpayer EIN, then click Enroll in the upper-right corner to begin the enrollment process. After you are enrolled, close the Browser window and select I have enrolled and have my Login Id. Enter your login information and then follow the onscreen instructions to eFile your forms.

Click Cancel and enroll each Taxpayer EIN at http://efile.aatrix.com. Go back to CenterPoint, select your forms to eFile, click I have enrolled and have my Login Id, enter your login information, and then follow the onscreen instructions to eFile your forms.

If you are enrolled to eFile with Aatrix, click I have Enrolled an have my Login ID, enter your login information, and then follow the onscreen instructions to eFile your forms.

If you need additional information during the efile process, click here or enter https://www.aatrix.com/support/knowledgebase/windows/ to view answers to common questions.
For additional information about efiling and to view videos about the efile process, click here or enter http://partner.aatrix.com/redwing
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.
The AFID (Aatrix Filing Identifier) is a number assigned to your submission for tracking purposes.

Note: It is important to write this number down. It will be required when contacting the eFile Center with questions about your submission.

If you efiled your 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 at https://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. What is the 1099-NEC form used for and is the form new?

A. The IRS reintroduced Form 1099-NEC as the new way to report self-employment income instead of Form 1099-MISC which traditionally has been used. This was done to help clarify the separate filing deadlines on Form 1099-MISC. The new 1099-NEC form will be used starting with the 2020 tax year.

Beginning with the 2020 tax year, the IRS will require business taxpayers to report non-employee compensation on the new Form 1099-NEC instead of on Form 1099-MISC. Businesses will need to use this form if they made payments totaling $600 or more to a non-employee, such as an independent contractor.

Q. Why did the IRS reintroduce 1099-NEC?

A. Before its reintroduction, the last time form 1099-NEC was used was in 1982. Since then, prior to tax year 2020, businesses typically filed Form 1099-MISC to report payments totaling $600 or more to a non-employee for certain payments from the trade or business. These payments generally represented non-employee compensation and, up until now, would typically appear in box 7 of 1099-MISC. In order to help clarify the separate filing deadlines when reporting different types of payments on Form 1099-MISC, the IRS decided to reintroduce Form 1099-NEC which has a single filing deadline for all payments that use the form.

Q. Did the 2020 Form 1099-MISC change due to the reintroduction of Form 1099-NEC?

A. Yes, because the IRS removed reporting for non-employee compensation from Form 1099-MISC for tax year 2020 and onward, the IRS redesigned Form 1099-MISC as well. The biggest adjustment comes to Box 7, which previously reported non-employee compensation but now reports direct sales of $5,000 or more. Other information reported on the form will now show in renumbered boxes. To ensure you see the changes to Form 1099-MISC, be sure to select 1099-MISC not 1099-MISC (OLD).

Q: When is the filing deadline for 2020 1099 forms?

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

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

A. The majority of your 1099 copies will be printed on plain paper; but the Federal government does require that the Copy A (often called the “red copy”) be printed on a preprinted form. These forms are available from Computer Forms, Inc. at
http://redwing.computerforms.biz/shop_category.aspx?cid=131 or by calling 800-458-0158. The IRS does require that you also print your 1096 information on a preprinted red copy.

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

A. You’ll need to register your Federal/State Tax Forms (Aatrix) software. If you have an internet connection, choose Help > Product Registration > Federal/State Tax Forms Registration. Your login will be recognized from the Red Wing Software website, follow the prompts to create your registration code. If you don’t have an internet connection, call 800-732-9464 and request an Aatrix registration code. If a registration code is faxed to you, do not enter the hyphen included in the number. Enter just the letters and numbers.

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 your payroll program.

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

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

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 Login.

To Register on the Red Wing Software website:

If you have not previously registered or logged in on the Red Wing Software website, please follow the steps below:

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 Register.

In the Account Number box, enter your company Account Number. Your Account Number can be located in a few different places:
1. On the Support Certificate that you receive upon renewing Customer Care Membership.
2. Red Wing Software sends customers a renewal form for Customer Care Membership. This renewal form contains your account number.
3. Invoices you’ve received from Red Wing Software contain your account number.
4. If others at your company have already registered, they can sign in to 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 Retrieve 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 link.
Enter/verify your Email Address.
Enter the Security Verification code, and then click Send. Click Close.
Wait until you receive an email that includes instructions to reset your password.
Click the link in the email that you received from Red Wing Software.
Enter the Validation Code which was included in the email. If you enter the code and it is not recognized, copy and paste the code from the email. The Validation Code expires in 24 hours.
Enter a New Password and then Re-enter the New Password.
Click Submit.
Click OK.

To Log Out of the Red Wing Software website:

At the top of the Red Wing Software home page, click Welcome, (Your Name).
In the displayed menu, select Logout.

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