Editing 1096 Form

1.  Under the Site-Defined/Custom Reports Tab, create a folder by right-clicking and then clicking New, then Folder. Name the folder and click OK.

2.  Click on the Standard Reports Tab. Locate the Form 1099 under Reports Menu > Journals and Registers.

3.  Right click on Form 1099, then click Add to Firm.
     Highlight the folder you have created and click Ok.

4.  Return to the Site-Defined/Custom Reports Tab. Open the folder you created by double clicking on it. Right click on “Form 1099,” then click Edit.  Highlight Form 1096 and click on Copy > File > Save (name your template [e.g. 1096-2012]). Follow the instructions for adding contact information from 1099 Procedures, then go to File > Save.

Note that you will now see the form you created in the Report Editor for any future editing you may need to do.