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1. Go to System/Configuration and Verify/Update the IRS 1099 Form Submission Configuration Configuration for your district.

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2. Go to Core/Posting Periods and create December of the calendar year you wish to test if it does not exist. 
3. Go to Periodic/1099 Extracts
   • Create the TAP (IRS Format file used for IRS submission)
     • Select CYYYY as the Payment Year
     • Type of Return - checkmark BOTH 1099-NEC and 1099-MISC
     • Select Output File Type IRS Format
     • Review the File Name, TIN, Address and enter contact information

       District contact information

     • Submission Type: Test
     • Prior Year Submission - should be UNchecked
     • Approved for the Combined Federal/State Filing Program - should be checked
     • Verify Amount and Royalty Type Limit

     • Click on 'Generate' to generate the IRS Format output file 

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       Tip
       You will receive 2 output files. 1 is the .TAP file which is used to submit a test file to the IRS and the other is 1099.TXT file. Print and keep that for your records.

       
       

4. Upload the .TAP file to the Test Fire System. 

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   See IRS Publication 1220 for detailed instructions on the Test Fire System.