CheckMark Forms 1099 User`s Manual 1099
Contents
1. Look in J CM1099 Of P By Tez Name k ny E backup db E Recent Places ia CheckMark_1099 db E Desktop es Libraries W EN Computer a 4 W nng Network File name backup db Files oftype Database files b Cancel 3 Select the file and click Open Important Restoring a database file will overwrite the existing db file Restoring a database file is used in cases of the current file becoming damaged or the wrong information being entered into the current database and restoring from a prior database is faster than manually updating the incorrect information Backing up the Entire Folder 59 Backing up the Entire Folder Making a copy of the entire folder is a quick and easy way to backup up both the data and application files when you complete filing 1099s for the calendar year It is recommended you copy the entire folder off the hard drive of your computer onto a flash drive or CD for safe keeping 1 Find the location on your hard drive where the CheckMark Forms 1099 program was installed For more information on installation see Installing CheckMark 1099 on page 1 Make a duplicate copy of this entire folder or Copy and Paste this folder to a new location It s best to save on to a flash drive CD ROM or any external drive in case of computer failure Refer to your operating system s manual on instruction on how to duplicate copy and paste A good pr2. 6 A Look in screen appears allowing you to browse to the location where you saved your text file 7 Select the text file and click Open All recipients will be imported into the selected company Text File Format for Importing CheckMark Forms 1099 uses a tab delimited txt file for importing recipients Each field is separated by a Tab with a Return at the end of the line before starting the next recipient An example of a text file to be imported is below contain the Selected Fields Company Name Last Name required First Name Address 1 Address 2 City State Zip Recipients ID Power tab Max tab 44 Main St tab Ste 101 tab Fort Collins tab CO tab 80525 tab 123 45 6789 return e Ifany fields are not applicable for instance the Address 2 field a space can be used as a place holder For example Power tab Max tab 44 Main St tab space tab Fort Collins tab CO tab 80525 tab 123 45 6789 return 20 Chapter 3 Import Recipients e If no space is included two consecutive tabs will also work Example Power tab Max tab 44 Main St tab tab Fort Collins tab CO tab 80525 tab 123 45 6789 return IMPORTANT Make sure the items in the Selected Fields list are in the exact same order as the items in the text file being imported to ensure that all fields are imported into the correct field Creating a New Company 21 Chapter 4 Creating a New Company This chapter shows you how to create a new company and
3. B Contacts ic k Desktop ib Downloads E Favorites T Links IF MyDocuments CheckMark_1099 T My Music i 3 My Pictures B My Videos B Saved Games P Searches d Tracing jE Computer Gu Network v File name Save as type Database files db a Hide Folders 4 Click Save Restoring Database using Restore Database Command 57 Restoring Database using Restore Database Command In case of computer failure corruption or if you made a mistake and would like to revert back to an previous database the Restore Database command will open up any prior backups you have saved 1 Click on the Tools menu in the upper left hand corner of the screen and select Restore Database 5 r 2 Chet 1099 Version LLD CheckMark 1099 Software Admin Backup Database Restore Database C Edit Printing Formats Fiter ig Brian s Brewery amp Pub I CK Pizza LLC Long s Peak Golf Course Update Company New Company Delete Company Recipients 1of1 Fitter MISC foms All Status 7 McClane John Update Recipient New Recipient Delete Recipients Copy Recipient Restore Database C CheckMark 1099 2011 CheckMark_1099_2011 db E 58 Chapter 8 Backup and Restore 2 A Look in dialog box opens Browse to the location of your Backup Database file CheckMark 1099 Restore Database
4. Update Recipient New Recipient Delete Recipients Copy Recipient CACheckMark 1099 2011 CheckMark 1099 2011 db 4 Inthe popup window select which type of 1099 recipients you are importing MISC DIV INT R or S Click OK to continue CheckMark 1099 Recipient Type CheckMark 1099 Software Please select the type of 1099 Recipients you are importing MISC DIV OINT OR os 5 The import screen allows you to select which fields are being imported Choose the fields in the same order as the text file you re importing Click the Import button after you have added all fields to the Selected Field list Importing using a tab delimited text file 19 impon resoan oua ai Es CheckMark 1099 Software Import from Payroll or MultiLedger Available Fields Selected Fields l Account Number Company Last Name Required 2nd TIN not Checkbox First Name Void Checkbox Address Line 1 Corrected Checkbox Add Field gt Address Line 2 I Box 1 Rents c ciy Box 2 Royalties Add All Fields gt State Box 3 Other income ZIP Code Box 4 Federal income tax withheld lt Remove Field Recipient s ID I Box 5 Fishing boat proceeds Box 3 Other income Box 6 Medical and health care paymet Box 7 Nonemployee compensation I Box 8 Substitute payment in lieu of di Box 9 Checkbox Box 10 Crop insurance proceeds Ea Remove AlL Fields Import Cancel
5. 5 A pop up window appears The first part deals with 1096 information The default choice is to Use all recipients for 1096 totals for the company selected If you are filing Corrected or Voided 1099s then choose the Use selected recipients for 1096 totals option The second half of the screen asks about 1099s The default choice is to Print 1099s for all recipients If you are filing Corrected or Voided 1099s and only want the selected recipients to be included choose the Print 1099s for selected recipients option CheckMark 1099 Software Choose Use Selected if you are printing ONLY CORRECTED and VOIDED 1099s otherwise choose Use All to use all Brian s Brewery Pub MISC recipients Print Forms for Filing z Use all recipients for 1096 totals Use selected recipients for 1096 totals Choose Print All Recipients if you want to print 1099s for all Brian s Brewery Pub MISC recipients otherwise choose Print Selected Recipients Print 1099s for all recipients Print 1099s for selected recipients Print 1099s and 1096 for Each Company 43 If printing 1099 MISC Only If you are printing 1099 MISC forms you ll be prompted to choose I Sent 2 up forms to recipients or I sent 4 up forms to recipients Choose the I Sent 2 up forms to recipients option if you plan on using 2 up pre printed forms for all copies of 1099 MISC If you plan on printing Copy B Copy 2 and Copy C for the recipient on blank paper
6. Update Recipient Delete Recipients Copy Recipient Medium Font C CheckMark 1099 2011 CheckMark 1099 _2011 db 12 Chapter 2 Set up Adjusting Screen Size You can adjust the size of each screen to maximize or minimize your viewing area To increase or decrease the size of any screen simply click and hold the mouse button on the lower right hand corner of any screen and drag the corner to the desired position soa Details CheckMark 1099 Software Company Information Payer s Name Payer s Address Contact Pe Brewery amp Pub 123 Main St Payer s Federal ID Payer s City Contact s P 444 55 6666 Fort Collins Payer s State Contact s E co Payer s ZIP Contact s F 80525 w i Seis i Add Company Update Company Exporting Recipients from CheckMark Payroll 13 Chapter 3 Import Recipients This chapter explains how to import recipient information from CheckMark Payroll MultiLedger or a tab delimited text file Exporting Recipients from CheckMark Payroll 1 Open up CheckMark Payroll go under the File menu and choose Export 2 Hightlight which recipients you want to export from the list Note If the recipients to be imported are using different types of 1099 forms you should create multiple export files for each type of form Example one export file for 1099 MISC one file for 1099 INT etc 3 Click the Export 1099 button The Selected Field list will autom
7. 1099 Software The following errors were discovered Address Must be between 1 and 40 characters City Must be between 1 and 40 characters State Must be a valid U S state or territory name or abbreviation ZIP Must be of form XXXXX or XXXXX XXXX Continue Anyway Cancel NOTE If any field is not filled in correctly once you return to the Recipient set up screen that field name will show up in Red In addition some fields will not save the incorrect information and remain empty For more information on Validated Information see Validated Status on page 37 Updating an Existing Recipient 31 Voided Recipient If a 1099 is filed or included in a filing that was not meant to be filed you can resubmit the 1099 as a Voided copy to null the 1099 to the IRS 1 Select the recipient from the list and click the Update Recipient button 2 Click the Void check box at the top of the screen If the recipient s Status is already considered Printed and or Completed you ll receive a pop up window asking if you would like to change the status back to Not Printed and or Not Completed For Information on what the different Status mean see Status on page 36 SSS Change Recipient Status ne ees CHECK Mark FORMS 1099 The Recipient Information you are updating has already been Printed Change status to NOT Printed The Recipient Information you are updating
8. 6 Printing 1099s Edit Page Format Mac Only If using a Macintosh computer you must set the printing preferences the first time you print to correctly format the page A warning message will show the first time you try and print ADDO 1099 Software Print this Information Since some of the fields on the federal 1099 forms lie outside of the standard margins for most printers you will need to create a customized page setup for 1099 luckily this is very easy to do Click on the Edit Page Setup button below you need to be an Admin the page setup dialog opens next select the paper size dropdown and choose manage custom sizes click on the plus sign in the lower left corner single click on untitled in the list and change it to something like my1099 for paper size set the width to 8 5 inches and the height to 11 inches next set Non printable area to User Defined if it is not already selected for you set top left right and bottom to 0 00 inches click ok click ok to close the page setup window M Do not show this window again Continue Cancel Edit Page Setup You can access the Edit Page Setup by clicking the Edit Page Setup button You can also access the Edit Page Setup from the Tools menu 1 Click Edit Page Setup under the Tools menu Edit Page Format Mac Only 49 CheckMark 1099 Font Sizes Sort Window Help OOO Admin B
9. In the File name field give the file a name if needed and choose a convenient location to save the file to an example would be your Desktop Click Save Importing from CheckMark Payroll and MultiLedger 1 2 Open up the CheckMark 1099 application Select the company you want to import recipients to from the Companies list Note If the company does not exist that you want to import recipients to you will need to create a new company before importing For information on setting up a company see Creating a New Company on page 21 3 Go under the File menu and select Import 16 Chapter 3 Import Recipients wy CheckMark Iw 1099 Software New Company Delete Company All Forms All Status McClane John Update Recipient New Recipient Delete Recipients Copy Recipient 4 Inthe popup window select which type of 1099 recipients you are importing MISC DIV INT R or S CheckMark 1099 Recipient Type CheckMark 1099 Software Please select the type of 1099 Recipients you are importing MISC DIV OINT OR es 5 Click OK 6 Click the Import from Payroll or MultiLedger button The appropriate fields will automatically fill in for you Importing using a tab delimited text file 17 Import Recipient Data s ij z axy J CheckMark 1099 Software Import from Payroll or MultiLedger Available Fields Select
10. Name Contact s Phone Number Contact s E mail Address Combined Fed State Filing Program O This is a TEST file Create E File Now Cancel How to E File 5 Optional If you need more information on how to set up an E File account click the How to E File button A pop up window gives you important links on how to first apply create a FIRE account Verify that account and the Login screen Click the Close button to close the window CheckMlark 1099 Software Follow these simple steps for E Filing 1 Get Form 4419 Application for Filing Information Returns Electronically FIRE 2 Create FIRE System Account 3 Verify you are ready to Login to your FIRE Account 4 Login to your FIRE Account 5 Send a TEST file 54 Chapter 7 eFile 6 Once all the information is filled in click the Create E File Now button 7 If there are any errors in the transmitter information window you will receive a pop up window explaining what errors occured Error CheckMlark 1099 Software The following errors were discovered Transmitter s TIN Must be 9 digits i Transmitter Name Must be between 1 and 40 characters x Transmitter Company Must be between 1 and 40 characters Transmitter s Mailing Address Must be between 1 and 40 characters Transmitter s City Must be between 1 and 40 characters Transmitter s State Must be a valid U S state or territory name or abbreviation Transmitter s Zip Must be of form XX
11. be moved to the Printed status from the NOT Printed status Completed Status You can use the Completed status to determine which recipients you have or have not printed or eFiled forms that are related to the company copies Once you select the Print Forms for Filing option under the File menu recipients listed under NOT Completed will be moved to the Completed mode Validated Status Sorting by Validated or NOT Validated helps you easily determine if there is any recipient that is not set up correctly In the recipient screen certain fields require specific characters numbers etc to be accepted upon filing Choose Validated to see which recipients are ready to be filed Choose NOT Validated to see any recipients that may have some set up criteria that is incorrect for filing purposes Once you have sorted on NOT Validated select a recipient and click on the Update Recipient button to view the set up and make necessary changes Fields marked in Red do not meet the requirements for filing on that particular field Corrections should be made Voided Status In the Recipient set up screen there is a checkbox at the top of the screen for Void If you filed a 1099 for a recipient that was unintended you can mark Void to resend the 1099 for that recipient as a zero status Choosing a Voided status will list all recipients marked Void in the Recipient set up screen All other recipients that are not marked Void in the reci
12. has already been Completed Change status to NOT Completed O Save and Continue Cancel 3 Mark the corresponding checkbox next to NOT Printed and or NOT Completed if you want to change the status and click the Save and Continue button If you do not want to change the status click the Cancel button If you do not select either checkbox you can still click the Save and Continue button to save any updated recipient information without changing their status If you initially printed the form reprint another 1099 with the updated Void status and submit that form to the IRS with a new 1096 For instructions on printing 1099 forms see Printing 1099s for Recipients on page 44 gt If you initially eFiled create a new txt file with that recipient and updated Void information and submit it to the IRS For information on eFiling see Creating a file ready to eFile on page 51 32 Chapter 5 Setting up Recipients Corrected Recipient If a 1099 is filed or included in a filing with incorrect information a Corrected 1099 must be filed with the IRS 1 Select the recipient from the list and click the Update Recipient button 2 Click the Corrected check box at the top of the screen update any information and click the Update Recipient button to Save If the recipient s Status is already considered Printed and or Completed you ll receive a pop up window asking if you would like to ch
13. 1099 MISC Print Selector CheckMark 1099 Software Please select which 1099 forms you are using to print recipients Print 2 up MISC forms Print 4 up MISC forms If you choose 2 up we will separately create Copy B and Copy 2 for each recipient Needs to be printed on preprinted forms If you choose 4 up we will create a one page PDF containing a Copy 2 Copy B and two Copy C s for each recipient Needs to be printed on blank paper NOTE Using the 4 up sheet method will produce two Copy Cs instead of one Copy 1 5 __ If printing 2 up on pre printed forms a message box will open telling which form to load in the printer and how many Click OK after you have loaded the correct forms in your printer Do this for each message box that appears Sof forms message box Ea Please put 1 copy of 1099 MISC CopyB into the printer then hit ok 46 Chapter 6 Printing 1099s Edit Printing Formats You can adjust each individual print field if printing on pre printed forms 1 Choose Edit Printing Formats located under the Tools menu Backup Datab CheckMark a 1099 Software Restore Database Edit Printing Formats Brian s Brewery amp Pub CK Pizza LLC Long s Peak Golf Course Update Company New Company Delete Company Recipients 1 of 1 i MISC forms All Status Update Recipient New Recipient Delete Recipients Copy Recipient Edit Printing Forma
14. 27 Updating an Existing Recipient 29 Voided Recipient 31 Corrected Recipient 32 Deleting a Recipient 33 Copy Recipient 33 Filtering Recipients 34 Sort Recipients 35 Status 36 Printed Status 37 Completed Status 37 Validated Status 37 Voided Status 37 Corrected Status 38 Selecting Multiple Recipients 38 Chapter 6 Printing 1099s 41 Print 1099s and 1096 for Each Company 41 Printing 1099s for Recipients 44 Edit Printing Formats 46 Edit Page Format Mac Only 48 Chapter 7 eFile 51 Creating a file ready to eFile 51 Chapter 8 Backup and Restore 55 Backing Up Using the Backup Database Command 55 Restoring Database using Restore Database Command 57 Backing up the Entire Folder 59 Index 61 Installing CheckMark 1099 1 Chapter 1 Installation and Startup Installing CheckMark 1099 Macintosh Install 1 Close all programs and disable any anti virus software For CD Install 2 Ifyou received a CD insert the CheckMark 1099 CD ROM into your computer s drive 3 When the CD icon appears on the Desktop open by double clicking on it and double click the CheckMark 1099 installer 4 Follow the on screen instructions to complete installation For Download Install 5 Click on the link provided to download After the download is complete double click the download file 6 Follow the on screen instructions to complete installation The default install location on the hard drive for CheckMark 1099 is Ma
15. B x File Tools Font Sizes Sort Help CheckMark 1099 Software Companies Brian s Brewery amp Pub CheckMark 1099 Recipient Type CheckMark 1099 Software CK Pizza LLC Long s Peak Golf Co Please select the type of 1099 Recipient to create Recipients 1 of 1 MISC DIV OINT OR Lx Ce os McClane John Update Recipient New Recipient Delete Recipients Copy Recipient C CheckMark 1099 2011 CheckMark_1099_2011 db 28 Chapter 5 Setting up Recipients The list of fields for the new recipient corresponds to the same fields found on the 1099 forms 4 _ Enter the Recipients ID along with the Recipient Information we na he 15459115 au 4 beder a come iaa watt 6 Mosea and reath care payments 0 Sbstiute tin he of dadends or interest Address not n LS Terrtary pommertn or meres Commony or Last Name Fest Name Of apphcabie S Pinper made drect eaten of 53 900 D Orp rms mer proceeds S more of cormumer pradata te a buyer recor for reae t Account tambar see netvctons Ddi 14 Gross proceeds pad to wn attorney 15a Secters 4034 deferre 15b Sectors 44 nome Tax 17 Date PPaye s state 18 State Tree 5 Fill in any fields that are applicable for the recipient 6 Click the Add Recipient button to Save the information If any information is incorrect a pop up window will open explaining which fields have er
16. CheckMark Forms 1099 User s Manual CheckMark 1099 Information in this manual is subject to change without notice This manual Manual or Documentation and the software Software described in it are copyrighted with all rights reserved By using this Manual and accompanying Software you the end user agree to the terms set forth in the License Agreement Copyright Under the copyright laws this Manual or the Software may not be copied in whole or in part without the express consent of CheckMark Inc CheckMark Software except in the normal use of the Software or to make a backup copy of the Software for your own use The same proprietary and copyright notices must be affixed to any permitted copies as were af fixed to the original This exception does not allow copies to be made for others whether or not sold but all of the material purchased with all backup copies may be sold or given to another person Under the law copying includes translating into another language or for mat Federal copyright law prohibits you from copying the written materials accompanying the Software without first obtaining our permission You may not alter modify or adapt the Software or Documentation In addition you may not translate decompile disassemble or reverse engineer the Software You also may not create any derivative works based on this Software or Documentation A derivative work is defined as a translat
17. O Dept of Labor CO Dept of Revenue CheckMark Software City Tribune City of Denver D Massey Drywall Dizzie s Dump Trucks EOD EOD ETT EDD SDI Eliot s Excavating Financial Group Financial Group 5 Financial Group 6 Financial Group 7 Frank s Fuel Co Vendors x l Separate City State Zip Disbursements Receipts Genera Payables Invoices POs Quotes Customers Items Accounts Jobs Salespeople Phone Tax ID Fax Default Acct Default Amt Due Days Credit Limit Email Web All Export To 1099 Export Peckia py Remove Export List Importing from CheckMark Payroll and MultiLedger 15 3 Make sure you have the correct period you want and click the Export to 1099 button i pox PEN O bport Ea 4st Bank N Vendors Separate City State Zip BBC Building Center Bank November 08 v Bi State Propane Blue Cross pral Enot Blue Cross CP r Bradley s Heating amp Plumbing ae CA Dept of Labor 2 A 7 CA Dept of Revenue Field List Esport kit CO Dept of Labor Code CO Dept of Revenue Contact CheckMark Software Aike a ional City State Zip D Massey Drywall ee Dizzie s Dump Trucks Phone ae Tax ID EDD ETT Fax etek Default Acct Elliot s Excavating Default Amt Financial Group Due Days Financial Group 5 Credit ne Financial Group 6 Email Financial Group 7 Web Frank s Fuel Co 5 A Save dialogue box appears
18. XXX or XXXXX XXXX Contact Name Must be between 1 and 40 characters Contact s Phone Number Must be of form XXX XXX XXXX or XXX XXX XXX_ Continue Anyway Cancel Click Cancel to go back to the transmitter information window to correct any set up errors Or click Continue Anyway to proceed with saving the txt file A Save as dialog box opens CheckMark 1099 E File save __ 8 OC JE eMachines C CM1099 4 Search cm1099 P Organize v New folder g v B Contacts Name i Desktop I Downloads No items match your search I Favorites UR Links 7 IF My Documents I My Music E My Pictures UB My Videos B Saved Games I Searches Tracing j Computer 4 Ga Network gt Call Filename 1099_E File bt z Save as type Text files bt x Hide Folders save cance 10 Enter a name for the file or use the default name if one is given Save the file to a location that is easy to find The Desktop is an easy location to save the file to and find it later when you are ready to submit the file to the IRS FIRE system Click Save Backing Up Using the Backup Database Command 55 Chapter 8 Backup and Restore Making backups is critical in protecting your data You should always keep current backups CheckMark 1099 allows you to easily backup your data to any external source for safekeeping Backing Up Using the Backup Database Com
19. ackup Database Nark Restore Database yf tywvare Companies Edit Printing Formats Edit Page Setup Update Company New Company Delete Company Recipients 1 of 1 MISC forms All Status Smith Bob Update Recipient New Recipient Delete Recipients Copy Recipient Edit Page Setup CheckMark 1099 2011 CheckMark_1099_2011 db 2 Follow the instructions in the warning message You can also print out the instructions to follow along 50 Chapter 6 Printing 1099s Creating a file ready to eFile 51 Chapter 7 eFile This chapter shows you how to eFile 1099s using the IRS Filing Information Returns Electronically FIRE System If you have never eFiled 1099s in the past you ll need to visit the IRS website at www irs gov to sign up for a FIRE system account and receive a Transmitter Control Code TCC While CheckMark Inc attempts to maintain up to date and accurate tax and form information we cannot be responsible for changes or discrepancies in tax values and forms that are filed incorrectly Note The ability to eFile is only available to customers who have purchased the 1099 eFile version If you need to upgrade from the printed version visit CheckMark s website at www checkmark com Creating a file ready to eFile 1 Select the company you want to eFile for You can select multiple companies if you wish For information on selecting multiple companies see Selecting Multiple Companie
20. actice is to rename the backup folder with today s date or finished year so you know how current the backup is Make sure to rename the Folder Only Do not rename any files inside the folder itself If you ever need to access the backup simply copy the entire folder from your backup source to your computer open up the folder and open up the application by double click the CheckMark Forms 1099 icon 60 Chapter 8 Backup and Restore Index A Adjusting Screen Size 12 Admin Privileges 8 Adobe Reader 41 B Backing Up Backup Database 55 Entire Folder 55 C CheckMark Payroll Export 13 Company Creating 21 Deleting 22 Updating 22 Copy Recipient 33 Corrected Recipient 32 D Delete Company 22 Recipients First 22 Recipient 33 E eFile 51 Creating 51 FIRE System 53 Export CheckMark Payroll 13 MultiLedger 14 F Filter Companies 23 Recipients 34 Using an asterisk 23 Font Size Selecting Font Size 11 I Import CheckMark Payroll 15 MultiLedger 15 Tab delimited text file 17 Installation 1 Macintosh Install 1 Windows Install 1 N New Company 21 New Recipient 27 O Open New User 2 P Print 1099s for Recipients 44 Company 1099 1096 41 Forms for Filing 41 Forms for Recipient 44 R Recipient Copying 33 Deleting 33 New Recipient 27 Status 36 Updating 29 Restore Vv Overwriting Database 58 Restore Backup 57 Using Restore Command 57 Voided Recipient 31 S Screen Size Adjus
21. ange the status back to Not Printed and or Not Completed For Information on what the different Status mean see Status on page 36 Change Recipient Status CHECK BW Mark FORMS 1099 The Recipient Information you are updating has already been Printed Change status to NOT Printed C The Recipient Information you are updating has already been Completed Change status to NOT Completed Save and Continue l Cancel 3 Mark the corresponding checkbox next to NOT Printed and or NOT Completed if you want to change the status and click the Save and Continue button If you do not want to change the status click the Cancel button If you do not select either checkbox you can still click the Save and Continue button to save any updated recipient information without changing their status If you initially printed the form reprint another 1099 with the updated Corrected status and submit that form to the IRS with a new 1096 For instructions on printing 1099 forms see Printing 1099s for Recipients on page 44 If you initially eFiled create a new txt file with that recipient and updated Corrected information and submit it to the IRS For information on eFiling see Creating a file ready to eFile on page 51 Deleting a Recipient 33 Deleting a Recipient 1 Select the company that contains the recipient s you wish to delete 2 Highlight the recipient name from th
22. ase read the helpful information below before continuing SECURITY CheckMark 1099 encourages you to setup a Password to protect your private information You can manage User Accounts by selecting Admin from the Tools menu in the Main Menu Click the Add User button to enter a Username and Password Once you ve E Do not show this window again View the Manual and Continue 7 Click View the Manual and Continue if you want the pdf manual to open or just click Continue to access the main window You can select the box for Do not show this window again if you wish to not have the Welcome screen popup again next time you log in IMPORTANT Once the information has been updated to the new version the password from the prior year is cleared It is recommended you set up a new password to protect your private information For information on setting up passwords See Setting up Users and Passwords on page 7 6 Chapter 1 Installation and Startup Setting up Users and Passwords 7 Chapter 2 Set up Setting up Users and Passwords IMPORTANT Although not required it is recommend you set up a password to protect you private information 1 Click on the Tools menu in the upper left hand corner of the screen and select Admin Tools FontSizes Sort Help fs Admin aR CheckMiark jackup Database 3 1099 Software Restore Database Filter Edit Printing Formats Brian s Brewerv amp Put CK Pizza LLC Lo
23. ate from the list Click the Update User button Make the necessary changes and click the Update User button to save Deleting Users 1 Click on the Tools menu in the upper left hand corner of the screen and select Admin Highlight the user you want to delete from the list Click the Delete User button In the popup window verify the correct user name is selected and click the Confirm Delete button 10 Chapter 2 Set up ia Delete User CheckMark 1099 Software Please verify that you want to delete the following user Mikki Confirm Delete Note If you delete all users the software will not prompt for a password upon launching the program Setting Screen Font Size 11 Setting Screen Font Size This setting allows you to customize how big or small you want the font on the screen in the program There are five settings to choose from Smallest Font Small Font Medium Font Large Font Largest Font Selecting Font Size 1 Click on the Font Sizes menu at the top of the screen 2 Select which font you want to use You can choose any font at anytime from the main screen window Sort Help Smallest Font Small Font Check Mark Medium Font 1099 Software Large Font Largest Font Brian s Brewery amp Pub CK Pizza LLC Long s Peak Golf Course Update Company New Company Delete Company Recipients 1 of 1 Filter all Forms fan Status McClane John
24. atically populate with the correct available fields to import into the 1099 software rf TZ Export jee Available Fields Selected Fields Employees Last Name Last Name Crawford Alex First Name First Name Dickens Chuck Address 1 Address 1 Griffin Man Address 2 Address 2 Hill Allison City City Morrison Leila State State Zip Zip ss Ss Phone Birthdate Salary Copy All gt Hour Rate 1 a Hour Rate 2 Hour Rate 3 Comments Employee Hour Rate 4 Se Hiredate Termdate Raisedate Department YTD Earnings YTD Hours Worked 4 A Save dialogue box appears In the File name field give the file a name if needed and choose a convenient location to save the file to an example would be your Desktop 5 Click Save 14 Chapter 3 Import Recipients Exporting Recipients from MultiLedger 1 Open up the MultiLedger program go under the File menu and choose Export New Company Ctrl N Open Company Ctrl 0 Open Recent Company Close Company Backup Company Restore Backup Rebuild Files Rename Files Find Company Renumber Accounts Close Year Format Print Font Import Preferences User Settings Exit 2 Select Vendors from the drop down menu at the top yy Export 1st Bank BBC Building Center Bank Bi State Propane Blue Cross Blue Cross CP Bradley s Heating amp Plumbing CA Dept of Labor CA Dept of Revenue C
25. cies in tax values and forms that are filed incorrectly IMPORTANT You must install the latest version of Adobe Reader to print the 1099 and 1096 forms properly Go to www adobe com to download the latest update Print 1099s and 1096 for Each Company 1 Select the company you wish to print 1099s and a 1096 for 2 Select which type of 1099 form you want to print from the Forms drop down menu MISC DIV INT R S 3 Select which recipient s in the list you would like to print forms for If no recipients are selected all recipients will be included Note you can sort the recipients by Status drop down menu to group recipients as Printed Completed Validated Corrected and Void For more information on using the Status drop down menu and what each Status means see Status on page 36 42 Chapter 6 Printing 1099s 4 Under the File menu select the Print Forms for Filing option S fee i CheckMark TM 1099 Version 1 10 Fle Tools FontSizes Sort Help CheckMark a 1099 Software Print Forms for Recipient Print Forms for Filing Ext CK Pizza LLC Long s Peak Golf Course Update Company New Company Delete Company Recipients 1 of 1 MISC forms All Status z McChne John fi Update Recipient New Recipient Dette Recipients Copy Recipient Print Forms for Filing CACheckMark 1099 2011 CheckMark_1099_2011 db a a
26. cintosh HD Applications CheckMark 1099 year The year represents the current calendar year It is recommended to install the program on the local drive Windows Install 1 Close all programs and disable any anti virus software For CD Install 2 Insert the CheckMark 1099 CD ROM into your computer s drive 3 The installer will start automatically If the installer does not start automatically after a minute click your Start menu and then select Run Type in the path and filename in the Run box That would be the drive name colon backslash filename For example D setup Then click OK 4 Follow the on screen instructions to complete installation 2 Chapter I Installation and Startup Ror Download Install 5 Click on the link provided to start the download After the download is complete Choose Run or Open 6 Follow the on screen instructions to complete installation The default install location on the hard drive is C Program Files CheckMark 1099 year The year represents the current calendar year It is recommended to install the program on the local hard drive Opening CheckMark 1099 New User 1 Open the CheckMark 1099 application You can use either the shortcut or alias that was created or go to the CheckMark 1099 folder that was installed and double click the CheckMark 1099 application file 2 The Welcome screen appears This screen provides useful information regarding the set
27. e list If you want to delete more than one recipient you can highlight more than one recipient See Selecting Multiple Recipients on page 38 3 Click the Delete Recipient button 4 A pop up window appears Confirm these are the employees you want to delete CheckMark 1099 Software Please verify that you want to delete the following recipients Jackson Dr Delete Recipient s Confirm Delete Cancel 5 Click Confirm Delete to complete the process Copy Recipient If you have a recipient that needs to be included in multiple companies or requires different types of 1099 forms you can easily copy that person s set up information and add them either under a new company and or with a different type of 1099 form 1 Select the company that contains the recipient s you wish to copy 2 Highlight the recipient name from the list 3 Click the Copy Recipient button 34 Chapter 5 Setting up Recipients 4 Inthe pop up window select which company and which type of 1099 form this recipient should be copied as CheckMark 1099 Recipient Copy xa Check Mark 1099 Software Please select the Company and 1099 Type to copy John McClane to Company CK Pizza LLC MISC DIV INT R os OK Cancel 5 Click OK to copy the recipient Filtering Recipients You can use the Filter button to search for certain recipients in the list To find a particu
28. ed Fields Company Last Name Required Company Last Name Required First Name First Name I Address Line 1 Address Line 1 Address Line 2 Add Field gt Address Line 2 TA Add all Fields gt ae ZIP Code ZIP Code Country lt Remove Field Recipient s ID Address not in U S Checkbox Recipient s ID lt Remove All Fields Account Number ae N 2nd TIN not Checkbox Void Checkbox Corrected Checkbox f Import Cancel 7 A Look in screen appears allowing you to browse to the location where you saved your text file from CheckMark Payroll or MultiLedger 8 Select the text file and click Open All recipients will be imported into the selected company Importing using a tab delimited text file 1 Open the CheckMark 1099 Forms Application 2 Select the company you want to import recipients to from the Companies list Note If the company doesn t exist that you want to import recipients to you will need to create a new company before importing For information on creating a new company see Creating a New Company on page 21 3 Gounder the File menu and select Import 18 Chapter 3 Import Recipients Fie Tools Font Sizes Sot Help J CheckMark A 1099 Software Print Forms for Recipient Print Forms for Filing Update Company New Company Delete Company Recipients 1 of 1 All Forms All Status eA McClane John
29. enter basic company information Creating a New Company 1 Click the New Company button in the middle of the screen T CheckMark TM 1099 Version 1 1 0 File Tools FontSizes Sort Help CheckMark 1099 Software Companies Filter Brian s Brewery amp Pub CK Pizza LLC Long s Peak Golf Course Update Company New Company Delete Company Recipients 1 of 1 All Forms an Status McClane John Update Recipient New Recipient Delete Recipients Copy Recipient C CheckMark 1099 2011 CheckMark 10992011 db 22 Chapter 4 Creating a New Company 2 Enter Payer Information for all pertaining fields ee Details CheckMark 1099 Software Company Information Payer s Name Payer s Address Contact Person i Payer s Federal ID Payer s City Contact s Phone Payer s State Contact s Email Address Payer s ZIP Contact s Fax Number Payer s Phone Tax ID is Social Security Number This is your FINAL RETURNO Add Company Update Company Cancel 3 Click the Add Company button to Save iN Updating an Existing Company 1 Highlight the company in the list you wish to update and click the Update Company button 2 Afterall changes have been made to the Payer Information click the Update Company button to save the changes Deleting a Company You cannot delete a company if there are any recipients created within the company You must delete t
30. he recipients first before deleting a company For information on deleting recipients see Deleting a Recipient on page 33 1 Select the company you wish to delete 2 Click Delete Company Filtering Companies 23 3 In the pop up window click the Confirm Delete button CheckMlark 1099 Software Please verify that you want to delete the following company j Ian s Ice Climbing Adventures Confirm Delete If no recipients are associated with this company the company will be deleted Filtering Companies You can use the Filter button to search for certain companies in the list To find a particular company enter all or part of the name of the company into the Filter box area at the top of the screen and click the Filter button The Filter will search for any companies that contain those variables You can also use an asterisk to help sort groups For instance if you enter the first letter and then asterisk ex N you will receive all companies that start with the letter N 24 Chapter 4 Creating a New Company Sorting Companies You can sort companies by Ascending or Descending order To select which type of sort to use go under the Sort menu at the top of the screen and choose either Sort Companies Ascending or Sort Companies Descending gS AeA Sort Companies Ascending Sort Companies Descending V Son Recipients Ascending C panies Sort Recipie
31. ion or other form in which the Software may be recast transformed or adapted Limited Warranty on Media and Replacement If you discover a physical defect in the Manual or in the media with which the Software is distributed CheckMark Inc will replace the media or Manual at no charge to you provided you return the item to be replaced with proof of purchase to CheckMark Inc or a Check Mark Inc dealer during the 60 day period after you purchased the Software All implied warranties on the media and Manuals including implied warranties of mer chantability and fitness for a particular purpose are limited in duration to 60 days from the date of original retail purchase of this product EVEN THOUGH CHECKMARK INC HAS TESTED THE SOFTWARE AND RE VIEWED THE DOCUMENTATION CHECKMARK INC MAKES NO WARRANTY OR REPRESENTATION EITHER EXPRESS OR IMPLIED WITH RESPECT TO THE SOFTWARE ITS QUALITY PERFORMANCE MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE AS A RESULT THIS SOFTWARE IS SOLD AS IS AND YOU THE PURCHASER ARE ASSUMING THE ENTIRE RISK AS TO ITS QUALITY AND PERFORMANCE IN NO EVENT WILL CHECKMARK INC BE LI ABLE FOR DIRECT INDIRECT SPECIAL INCIDENTAL OR CONSEQUENTIAL DAMAGES RESULTING FROM ANY DEFECT IN THE SOFTWARE OR ITS DOCU MENTATION EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES The Warranty and remedies set forth above are exclusive and in lieu of all others oral or written express or implied No CheckMark Inc dea
32. lar recipient enter all or part of the name into the Filter box area at the top of the screen and click the Filter button The Filter will search for any recipients that contain those variables You can also use an asterisk to help sort groups For instance if you enter the first letter and then asterisk ex N you will receive all recipients that start with the letter N IMPORTANT When filtering make sure you choose the appropriate form you want to search on If filtering on All Forms recipients will be searched from the entire company If however you choose DIV forms for example and filter on certain variables only those recipients set up as receiving a 1099 DIV will be displayed in the results Sort Recipients 35 Sort Recipients You can sort recipients by Ascending or Descending order To select which type of sort to use go under the Sort menu at the top of the screen and choose either Sort Recipients Ascending or Sort Recipients Descending File Tools Font Sizes CheckMark T Version 1 1 0 Sort Companies Ascending Sort Companies Descending Sort Recipients Ascending Sort Recipients Descendi Companies E Brian s Brewery amp Pub CK Pizza LLC Long s Peak Golf Course Update Company New Company Delete Company Recipients 0of0 Filter AllForms Al Status Recipients Cor C CheckMark 1099 2011 CheckMark_1099_2011 db 36 Chapter 5 Setting up Recipients Stat
33. ler agent Consultant or employee is authorized to make any modification extension or addition to this warranty Some states do not allow the exclusion or limitation of implied warranties or liability for incidental or consequential damages so the above limitation or exclusion may not apply to you This warranty gives you specific legal rights and you may also have other rights which vary from state to state Trademarks CheckMark Inc and MultiLedger are registered trademarks of CheckMark Inc All other references are trademarks of their respective owners 2011 CheckMark Inc pdf rev 10 11 Table of Contents Chapter 1 Installation and Startup 1 Installing CheckMark 1099 1 Macintosh Install 1 Windows Install 1 Opening CheckMark 1099 New User 2 Opening CheckMark 1099 Upgrading Old Files 3 Chapter 2 Set up 7 Setting up Users and Passwords 7 Updating Users 9 Deleting Users 9 Setting Screen Font Size 11 Adjusting Screen Size 12 Chapter 3 Import Recipients 13 Exporting Recipients from CheckMark Payroll 13 Exporting Recipients from MultiLedger 14 Importing from CheckMark Payroll and MultiLedger 15 Importing using a tab delimited text file 17 Text File Format for Importing 19 Chapter 4 Creating a New Company 21 Creating a New Company 21 Updating an Existing Company 22 Deleting a Company 22 Filtering Companies 23 Sorting Companies 24 Selecting Multiple Companies 25 Chapter 5 Setting up Recipients 27 Creating New Recipient
34. mand Using the Backup Database command within the program allows you to backup a duplicate copy of the database You can restore this database in case of computer failure or to revert back to a prior database in case of error in your current database It is recommend you make current backup databases anytime you modify information NOTE Only users set with Admin privileges can backup and restore a database For more information on setting up Admin privileges see Setting up Users and Passwords on page 7 1 Click on the Tools menu in the upper left hand corner of the screen and select Backup Database ZJ CheckMark TM 1099 Version 1 1 0 m i File Tools FontSizes Sort Help Admin a A CheckMark m 1099 Software Restore Database Co Edit Printing Formats Fiter Wa Brian s Brewery amp Pub CK Pizza LLC I Long s Peak Golf Course Update Company l New Company Delete Company Recipients 1 of 1 Msc forms gt fan Status X McClane John Update Recipient New Recipient Delete Recipients Copy Recipient Backup Database G CheckMark 1099 2011 CheckMark_1099_2011 db 56 Chapter 8 Backup and Restore 2 A Save In dialog box opens Choose a destination you would like to save the backup database too 3 A default name is given of backup db Change the name of the backup if you wish GO Macine gt as 0 Cr Organize v New folder
35. ne John J j _ Power Max Update Recipient New Recipient Delete Recipients Copy Recipient C CheckMark 1099 2011 CheckMark_1099_2011 db Selecting Multiple Recipients 39 Non Consective Selection Windows To select specific recipients as a group click on the first recipient you want hold down the Ctrl key on the key board and click on any other recipients you want to include Macintosh To select specific recipients as a group click on the first recipient you want hold down the Command key also referred to as the Apple key on the key board and click on any other recipients you want to include ckMark TM 1099 Versio File Tools FontSizes Sort Help CheckMark 1099 Software Companies Brian s Brewery amp Pub CK Pizza LLC Long s Peak Golf Course Update Company New Company Delete Company Recipients 3 of 3 MISC forms Al Status Power Max Update Recipient New Recipient Delete Recipients Copy Recipient C CheckMark 1099 2011 CheckMark_1099_2011 db 40 Chapter 5 Setting up Recipients Print 1099s and 1096 for Each Company 41 Chapter 6 Printing 1099s This chapter shows you how to print 1099s for the company and each recipient While CheckMark Inc attempts to maintain up to date and accurate tax and form information we cannot be responsible for changes or discrepan
36. ng s Peak Golf Course Update Company New Company Delete Company Recipients 1of1 Filter j Al Forms All Status McClane John Update Recipient New Recipient Delete Recipients Copy Recipient C CheckMark 1099 2011 CheckMark_1099_2011 db 8 Chapter 2 Set up 2 To create a new user click the Add User button i i CheckMark 1099 Admin CheckMlark 1099 Software Users Brian Gretchen Add User Update User Delete User 3 Enter the Name and Password Note The Name and Password are case sensitive 4 Click the checkbox for This user should be granted ADMIN privileges if you want this user to be able to add update or delete other users IMPORTANT The first user set up will have Admin privileges You cannot delete or change this users ADMIN privileges until another user with Admin privileges is created Users with ADMIN privileges can add delete update other users Backup and Restore the database and Check For Updates Setting up Users and Passwords 9 T User Details mm 5 User Information User Name Gretchen Password eececeecee This user should be granted ADMIN privileges M CheckMark 1099 Software Add User Update User Click the Add User button to save Updating Users 1 Click on the Tools menu in the upper left hand corner of the screen and select Admin Highlight the user you want to upd
37. nts Descending Brian s Brewery amp Pub CK Pizza LLC Long s Peak Golf Course Update Company New Company Delete Company Recipients 0 of 0 All Forms All Status Update Recipient New Recipient Delete Recipients Copy Recipient Sart Companies Ascending Ci CheckMark 1099 2011 CheckMark_1099_2011 db Selecting Multiple Companies 25 Selecting Multiple Companies You can select multiple companies if you choose to eFile 1099s using the IRS FIRE system Consecutive Selection Windows You can select multiple companies by selecting the first company you want while holding down the mouse button and moving the mouse pointer down through the list You can also click on the first company hold down the Shift key on the keyboard and then click on the last company you want in the list Macintosh Click on the first company you want in the list hold down the Shift key on the keyboard and then click on the last company you want in the list Tm as File Tools FontSizes Sort Help CheckMark 1099 Software Companies Filter Long s Peak Golf Course Update Company New Company Delete Company Recipients 2 of 2 All Forms All Status McClane John Power Max Update Recipient New Recipient Delete Recipients Copy Recipient C CheckMark 1099 2011 CheckMark_1099_2011 db 26 Chapter 4 Creating a New Company Non C
38. onsective Selection Windows To select specific companies as a group click on the first company you want hold down the Ctrl key on the key board and click on any other companies you want to include Macintosh To select specific companies as a group click on the first company you want hold down the Command key also referred to as the Apple key on the key board and click on any other companies you want to include File Tools FontSizes Sort Help Companies Filter CheckMark 1099 Software Douu E Brian s Brewery amp Pub CK Pizza LLC Long s Peak Golf Course Update Company New Company Delete Company i Recipients 2 of 2 All Forms All Status Cage Rusty McClane John Update Recipient New Recipient Delete Recipients Copy Recipient C CheckMark 1099 2011 CheckMark 1099 2011 db Creating New Recipient 27 Chapter 5 Setting up Recipients This chapter shows you how to setup new Recipients for each company Creating New Recipient 1 Select a Company from the list If no companies are listed you must first set up a company before adding recipients For information on setting up a new company see Creating a New Company on page 21 2 Click the New Recipient button 3 Choose which type of 1099 form this recipient should receive and click OK W CheckMark TM 1099 Version 1 1 0 lo
39. pient set up screen are listed as Not Voided for a status 38 Chapter 5 Setting up Recipients Corrected Status In the Recipient set up screen there is a checkbox at the top of the screen for Corrected If you have filed an incorrect 1099 and need to resubmit a new 1099 with updated information mark the Corrected checkbox in the recipients set up screen before sub mitting the new 1099 information The Corrected status will list all recipients who are marked Corrected in the recipient set up screen All other recipients that are not marked Corrected will be listed as Not Corrected Selecting Multiple Recipients Consecutive Selection Windows You can select multiple recipients by clicking the first recipient while holding down the mouse button and moving the mouse pointer down through the list You can also click on the first recipient hold down the Shift key on the keyboard and then click on the last recipient you want in the list Macintosh Click on the first recipient you want in the list hold down the Shift key on the keyboard and then click on the last recipient you want in the list WD CheckMark TM 1099 Version 11 0 File Tools FontSizes Sort Help CheckMark 1099 Software Companies Filter Brian s Brewery amp Pub CK Pizza LLC Long s Peak Golf Course Update Company New Company l Delete Company Recipients 2 of 2 Filter MISC forms All Status McCla
40. rors Error z A CheckMark 1099 Software The following errors were discovered Address Must be between 1 and 40 characters City Must be between 1 and 40 characters State Must be a valid U S state or territory name or abbreviation ZIP Must be of form XXXXX or XXXXX XXXX Continue Anyway Cancel Updating an Existing Recipient 29 Press Cancel to go back to the set up screen to correct any errors or Continue Anyway to Save the recipient information NOTE If any field is not filled in correctly once you return to the Recipient set up screen that field name will show up in Red In addition some fields will not save the incorrect information and remain empty For more information on Validated Information see Validated Status on page 37 The new recipient should now appear in the recipient list on the main screen with the company name highlighted Updating an Existing Recipient 1 Highlight the recipient in the list you wish to update and click the Update Recipient button 2 After all changes have been made to the Recipient Information click the Update Recipient button to save the changes CheckMark 1099 Software McClane John 44 West St Fort Collins CO 80525 USA Update Recipient Cancel 30 Chapter 5 Setting up Recipients If any information is incorrect a pop up window will open explaining which fields have errors CheckMark
41. s on page 25 2 Select the recipients you wish to include You can sort using the different forms or choose All Forms from the drop down menu to select all recipients For information on selecting muliple recipients see Selecting Multiple Recipients on page 38 Note You must choose at least one company but if you do not choose any recipients all recipients will be included in the eFile You can sort the recipients by Status drop down menu to group recipients as Printed Completed Validated Corrected and Void For more information on using the Status drop down menu and what each Status means see Status on page 36 52 Chapter 7 eFile 3 From the File menu choose E File WY CheckMark TM 1099 Version 140 Import EFile E CheckMark 1099 Software Print Forms for Recipient Print Forms for Filing Bit CK Pizza LLC Long s Peak Golf Course Update Company New Company Delete Company Recipients 10f1 pier O MISC forms A Staus G CheckMarl 1099 2011 CheckMark 1099 2011 db Creating a file ready to eFile 53 4 Inthe pop up window fill in all corresponding fields CheckMark 1099 Software Additional Information for E File Transmitter Control Code Transmitter s TIN Transmitter Name Transmitting Company Transmitter s Mailing Address Transmitter s City Transmitter s State _ Transmitter s Zip Contact
42. t was installed and double click the CheckMark 1099 application file 2 Ifyou have a previous 1099 database from a prior year the program will ask you if you want to import the Company and Receipient information Attention poo CheckMark 1099 found data from the 2010 version of CheckMark 1099 Do you want to import Company and Recipient information for use with this year s version of CheckMark 1099 Recommended Yes No Ls A 3 Click Yes to continue Enter the Username and Password from the prior year 4 Chapter I Installation and Startup r CheckMark 1099 Login nnn CheckMark 1099 Software Password 4 A pop up window asks if you want to clear out the prior amounts Click Yes to continue or No to retain the prior year s amount information Attention Do you want to clear 2010 specific Amounts and form data Recommended a 5 Ifyou clicked Yes you ll be notified once the data is successfully imported Successfully imported previous year s 1099 information Opening CheckMark 1099 Upgrading Old Files 3 6 The Welcome screen appears This screen provides useful information regarding the set up of Security Customizing screens and fonts and accessing the Manual Click the Print button to print out this information mmm MA F Check Mark 1099 Software Welcome to CheckMark 1099 Ple
43. ting 12 Adjusting Font 11 Selecting Consecutive Companies 25 Consecutive Recipients 38 Multiple Companies 25 Multiple Recipients 38 Non Consecutive Comp 26 Non consecutive Recip 39 Sort Companies 24 Recipients 35 Status 36 Completed 37 Corrected 38 Printed 37 Validated 37 Voided 37 T Text File Format for Importing 19 U Update Company 22 Update Recipient 29 Users Deleting 9 New 7 Passwords 7 Updating 9
44. ts CA CheckMark 1099 2011 CheckMark 1099 2011 db 2 Select which forms you want to modify from the drop down MISC 2 up form DIV form INT form R form S form 1096 form I CheckMark TM 1099 Version 110 a mu i j Fie Tools CheckMark 1099 Software Update Recipient New Recipient Delete Recipients Copy Recipient CACheckMark 1099 2011 CheckMark 1099 _2011 db Edit Printing Formats 47 3 Click Edit Current Custom Format A window showing all print fields on the selected form opens E 1099 MISC 2up Format o a F 2 E 2 g E E payer name box 1 a payer address payer city stave zip box 2 box 3 box 4 payer id recipient id box 5 box Zecipient name 3 box 7 box recipient address box 10 E recipient city state box 11 box 12 4 recipient acct E box 13 box 14 box 16 1 box 17 1 box 16 1 box 15a box 15b box 16 2 box 17 2 box 16 2 5 You can adjust any field by dragging the field with the mouse Or click on any field to highlight and use the arrow keys on the keyboard Double click any field will turn the text from black to red or vice versa Any field label in red will not print 4 To set the format back to the default click the Reset Format button 48 Chapter
45. up of Security Customizing screens and fonts and accessing the Manual Click the Print button to print out this information CheckMlark 1099 Software Welcome to CheckMark 1099 Please read the helpful information below before continuing SECURITY CheckMark 1099 encourages you to setup a Password to protect your private information You can manage User Accounts by selecting Admin from the Tools menu in the Main Menu Click the Add User button to enter a Username and Password Once you ve E Do not show this window again View the Manual and Continue 3 Click View the Manual and Continue if you want the pdf manual to open or just click Continue to access the main window Opening CheckMark 1099 Upgrading Old Files 3 You can select the box for Do not show this window again if you wish to not have the Welcome screen popup again next time you log in Important It is recommended you set up a password to protect your private information For information on setting up passwords See Setting up Users and Passwords on page 7 Opening CheckMark 1099 Upgrading Old Files The information will be stored in a database that is created the first time you open your prior files The default location is Macintosh HD CheckMark 1099 year Windows C CheckMark 1099 year 1 Open the CheckMark 1099 application You can use either the shortcut or alias that was created or go to the CheckMark 1099 folder tha
46. us The Status drop down menu has certain states recipients are categorized in based upon their setup and completion of being printed You can sort using the different options to see which employees have been Printed Completed Validated Voided or Corrected Recipients can be in multiple states at the same time however you can only sort on one status at a time NOTE Before choosing a Status you should first select one or multiple companies in the list For information on selecting multiple companies see Selecting Multiple Companies on page 25 rae oer a kd File Tools Font Sizes Sort Help mA CheckMark 1099 Software Companies fg Brian s Brewery amp Pub CK Pizza LLC Update Company New Company Delete Company Recipients 2 of 2 o McLane John NOT Printed Power Max Printed NOT Completed Completed NOT Validated Validated NOT Voided Voided Update Recipient Delete Recipients Cop NOT Corrected i 4 g Bas Corrected C CheckMark 1099 2011 CheckMark 1099_2011 db Status 37 Printed Status You can easily sort using this status to see which recipients you still need to print 1099s for regarding the recipient copies You can select either Printed or NOT Printed status to sort recipients on whether or not you have printed a 1099 for them Once you select the Print Forms for Recipient command from the File menu that recipient will automatically
47. wn list to be able to print 3 Select which recipient s in the list you wish to print 1099s for Note you can sort the recipients by Status drop down menu to group recipients as Printed Completed Validated Corrected and Void For more information on using the Status drop down menu and what each Status means see Status on page 36 4 Under the File menu select the Print Forms for Recipient option 9 CheckdMark TM 1099 Version 110 _ te File Toots Font Sizes Sort Help Import ey CheckMark a 1099 Software Print Fonns for Recipient Print Forms for Filing Exit CK Pizza LLC Long s Peak Golf Course Update Company New Company l Delete Company Recipients 2 of 2 MISC forms A1 Status Jackson Dr McClane John Update Recipient New Recipient Delete Recipients Copy Recipient Print Forms for Recipient C ACheckMark 1099 2011 CheckMark 1099_2011 db 5 E SS 4 Printing 1099s for Recipients 45 Tf printing 1099 MISC Only If you are printing 1099 MISC forms you ll be prompted to choose Print 2 up MISC forms or Print 4 up MISC forms Choose the Print 2 up MISC forms option if you plan on using 2 up pre printed forms for all copies of 1099 MISC If you plan on printing Copy B Copy 2 and Copy C for the recipient on blank paper you can select Print 4 up MISC forms After making your selection click OK CheckMark
48. you can select I sent 4 up forms to recipients After making your selection click OK CheckMark 1099 MISC Print Selector 5A CheckMark 1099 Software Please select which 1099 format you used when you selected Print Forms for Recipient I sent 2 up forms to recipients sent 4 up forms to recipients If you choose I sent 2 up forms to recipients we will create a 1096 and separately create Copy A Copy C and Copy 1 for each recipient Needs to be printed on preprinted forms If you choose I sent 4 up forms to recipients we will create a 1096 and a Copy A for each recipient Needs to be printed on preprinted forms NOTE If you have not selected any recipients for the company selected all recipients will be printed 6 A message box will open telling which form to load in the printer and how many Click OK after you have loaded the correct forms in your printer Do this for each message box that appears Sor forms message box fs Please put 1 copies of 1099 MISC CopyA into the printer then hit ok 44 Chapter 6 Printing 1099s Printing 1099s for Recipients 1 Select the company you wish to print 1099 forms for 2 Select which type of 1099 form you wish to print from the Forms drop down menu MISC DIV INT R or S Note Recipients shown will be for which type of 1099 form is selected You can choose SHOW ALL to show all recipients but you must select a specific 1099 form from the drop do
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