1099/1042 tax reports

FORM-1099

US tax reporting Form-1099 reports on various types of income paid to US citizens and residents.  IP1 allows you to produce the following 2 versions of Form-1099.

  • Form 1099-NEC (non-employee compensation) is for business that paid a non-employee $600 or more in the tax year. A non-employee might be an independent contractor or a person hired on a contract basis.
  • Form 1099-MISC is for miscellaneous income.
  1. Expand menu Other Modules > Other Regions > US Options > Income Tax and double- click  BN IRS “FORM 1099” Tax Report. BNO320  Form 1099 Electronic Tax Report panel appears.
  1. Enter the following information as required for the report file.
Fields Description
Company Company code for the company you wish to report on.
Report type Select the Form-1099 report type; 1099-NEC (non-employee compensation) or 1099-MISC (all else).
Document path This is the server path where the generated report would be saved to and its setup in XAM160 Document Exchange.
Document Enter the document name for the generated Form-1099 tax report.
  1. Click OK to generate the report. The generated excel/csv file would be saved to the server/document path displayed.

FORM-1042

Form-1042 is used to report income paid to foreign persons(non-US residents or foreign entities) that is subject to US withholding tax.

  1. Expand menu Other Modules > Other Regions > US Options > Income Tax and double- click  BN IRS “FORM 1042” Tax Report. APR325  1042 Revenue Declaration Report panel appears.
  1. Enter the period range for the report and click OK. The system will create a printer file and a workfile.