Creating a 1099 (MISC & NEC) Submission Test File

This document will walk you through how to create a 1099 submission test file to submit to the IRS. 

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

   
   
   

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 

       
       
       

       
       
       

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