Editing Contact Information on Form 1096

The Form 1096 (Transmittal Form) provides places to put the “Name of Person to Contact,” “Telephone Number,” “Email address,” and “Fax Number.” Since these items are either not held in the 1099 Work File or are held in a format not compatible with the pre-printed Form 1096, they must be hard coded in the Orion 1096 style.  You may edit this style yourself or you may have Orion support do it for you.  Should you like to try it yourself, the instructions are listed here (the instructions assume you are familiar with the Orion reporting system and editing reports/styles). 

Locate the Form 1099 report in Reports Menu.  Highlight the report item, right click and choose "Edit."  When the Report Editor window comes up, highlight the Form 1096 template and click the EDIT Button.  The 1096 Form style will be displayed in the Report Builder and look similar to the following:

The objects you see in red are for reference purposes only and will NOT print on the actual form.  To edit a field, click on that field and then enter the correct information in the “label” box near the top of your screen. Following is an example:

Once you have made all the edits, choose File, Save and save the template.  Exit the Report Builder and test your changes by printing the form to white paper.  Notice that the area code is held in an object by itself for both the telephone and the fax number.