Recipient Field Definitions

When adding a new recipient, the Add New Recipient Prompt displays:

In the prompt there are multiple fields that are required to be completed before a new recipient can be added to a customer's payer (i.e., all fields with an asterisk [*]).

IMPORTANT: Failure to complete required fields will result in errors during data entry or when submitted forms.

The table below provides definitions of each field in the Add New Recipient Prompt. Asterisks (*) next to payer field names indicate the field is required.

Field Name Definition

Recipient Type:

Individual Radio Button

 Select this option under Recipient Type if the Recipient is an individual. Fields of individual payers displays below.

Recipient Type:

Company Radio Button

 Select this option under Recipient Type if the Recipient is an company. Fields of company payers displays below.
First Name*

NOTE: Individual Recipient Type only.

Enter Recipient’s first name.
Last Name*

NOTE: Individual Recipient Type only.

Enter Recipient’s first name.
Tax Identifier Number*

NOTE: Individual Recipient Type only.

Type or confirm the Recipient’s nine-digit Tax Identifier Number. 1099-Prep automatically insert the dashes.
Company Name*

NOTE: Company Recipient Type only.

Type or confirm the Recipient’s nine-digit Employer Identifier Number. The application will automatically insert the dash.
Employer Identifier Number*

NOTE: Company Recipient Type only.

Type or confirm the Recipient’s nine-digit Employer Identifier Number. The application will automatically insert the dash.
Name Line 2 This field is optional. If used, type or confirm the additional name.

Address Type:

US Address

Select this option if the address is a US address.

Address Type:

Foreign Address

 Select this option if the address is a foreign address.
Address Line 1* Type or confirm the street address.
Address Line 2 This field is optional. If you used, type or confirm the additional address.
City* Type or confirm the city.
State*

NOTE: US Address Type only.

Click the State drop-down menu. Select or confirm the appropriate state.
Zip*

NOTE: US Address Type only.

Type or confirm the five-digit zip code. If the four-digit delivery route information code is needed or used, type or confirm the code. 1099-Prep will automatically insert the dash.
Foreign State/Province/County/etc.

NOTE: Foreign Address Type only.

Type or confirm the foreign state, province, county.
Foreign Postal Code

NOTE: Foreign Address Type only.

Type or confirm the foreign postal code.
Country*

NOTE: Foreign Address Type only.

Click the Country drop-down menu. Select or confirm the appropriate country.
Contact Info Name Type or confirm the contact info’s name.
Contact Info Email Type or confirm the contact info’s email.
Domestic Phone Number Select this option if the phone number is a domestic number.
International Phone Number Select this option if the phone number is an international number.
Phone Number Type or confirm the phone number. The number of digits will change if it is a domestic or international number.
Extension Type or confirm the phone number extension.