Form 1096 Transmittal Form style for 2014

The 1096 Transmittal Form for 2014 has not changed in format; however, it may have some differences between printing presses and printers so a few minor adjustments have been made in the event your style from last year does not work.  To load the revised style, download the attached file.  After downloading the file, you can load the style into Orion as follows:

1.  Access the Site Defined/Custom Reports Tab and locate the Form 1099 Report.  Right click on the report and choose Edit.

NOTE:  If you do not have the Form 1099 Report on the Site Defined/Custom Reports Tab, access the Standard Reports Tab, locate and right click on the Form 1099 Report - located under Journals and Registers - and choose Add to Firm.  A list of the Folders on the Site Defined/Custom Reports Tab will appear.  Choose the folder under which you want to place the report and click OK.

2.  Click the ADD Button and browse to the location where you saved the new style files, highlight the file named AP1096Form2014.rtm and click the OPEN Button. 

3.  Type in a name for the template (Form 1096 for 2014) and click the OK Button.    

4.  Click OK to close the Edit process.  When you print your 1099 Forms, make sure you choose the new style you added.

See the article “Processing 1099 Forms in Orion” for instructions on editing the 1096 Transmittal Form for your firm’s information.