Generating Final Forms Reports

You can create a report that contains copies of tax forms you have submitted to the IRS and/or state through 1099-Prep.

You can select specific types of tax forms you submitted and whether you want to include all tax forms of a type or only tax forms submitted to the IRS/state from a specific cart. Additionally, you can redact recipient TIN numbers and generate 1096 and/or W-3 forms based the type of tax forms in the report (i.e., 1099 or W-2 tax forms).

To create final form reports:

1. In the Company Dashboard, search for a customer and click it's customer tile to access the customer's dashboard.

2. In the Customer Dashboard, click the REPORTS button in the Generate Reports for Your Records panel.

Click Report Type and select Final Forms from the drop-down menu.

4. Click Payer in the Reporting prompt and select a payer associated with the tax forms you need to generate.

5. Click RUN.

6. Select options in the Additional Information prompt. Use the image and table of definitions below to learn about options in the prompt.

Prompt Option	Definition
Form Type	Lists all types of tax forms of the Payer that were submitted to the IRS and/or state. Select a type of submitted tax form to include it in the report. Select the All 1099s option in the drop-down menu to include all types of 1099 tax forms submitted to the IRS/state in the report.
Cart	Lists all carts of the Payer had tax forms submitted to the IRS/state (see Adding Forms to the Cart). Select the Final option in the drop-down menu to include all forms submitted to the IRS/state, regardless of whether the form is in a cart. Forms included in the report is defined by the Form Type you selected. IMPORTANT: If the payer has no tax forms of the form type in the cart you selected, you will receive a “No Data Found” in the Status column of the Report History and no report will be generated.
Redact	Check to redact the recipient’s TIN number on recipient copies of tax forms in the report.
Copies	Select the type of copies you want to generate in the report. Copy types available are the standard tax form copies from the IRS. IMPORTANT: If you select a type of copy that does not apply to tax forms of the report, “No Data Found” displays in the Status column of the Report History and no report will be generated.
Include 1096/W-3	Check to generate either a 1096 or W-3 form that summarizes information from draft tax forms. A 1096 form is generated if your report includes copies of 1099 forms. W-3 for is generated if your report includes W-2 forms.

7. Click RUN in the Additional Information prompt.

The report is processed. Once it is generated, it displays in the Report History section of the Reporting Prompt.

Click the Download icon: to download a PDF version of the report to your computer.