With GreenSlate you may take advantage of our convenient e-filing service by following the steps below.
After reviewing the accounting reports "1099 Final Processing Report" and the "Vendor Check Register", and ensuring that all necessary transactions have been updated with 1099 coding, you can proceed as follows:
Step 1: Under Budget Tracking, click “Accounting Reports.”
Step 2: Toward the top right hand corner, click “Run Report.”
Step 3: Select the “T4A/1099 Reports” report category, and “1099 Final Processing Report” or “1099 Final Processing Report Company”, if you are processing for a multi-project company.
Step 4: Select “Range of Dates”, then enter the applicable calendar year date range you are processing for.
Step 5: Click “Queue Report.”
Step 6: Under Budget Tracking, click “Accounting Reports.”
Step 7: Click the hyperlink from the Excel File column to download the file.
Step 8: Under Accounting, click “Process 1099s.”
Step 9: Enter your company information, then click “Opt-in for 1099 Electronic Processing.”
Step 10: Review the 1099 Electronic Filing Consent Notice, then click “Confirm.”
Step 11: Upload the 1099 Final Processing Report into the 1099 Reports file uploader and fill out the Payer Company Info fields.
Step 12: Click “Process 1099s.”
The green processing 1099s message indicates that the 1099 Processing team has been notified of your upload.
Step 13: Once the draft 1099s are available, you will receive an email from our Accounts Receivable team. The email will contain the bill for processing, and a link to preview the 1099s to be processed. Review the draft 1099s, and pay our Accounts Receivable team once you are ready.
Step 14: GreenSlate will E-File your 1099s, and the final 1099 file will be shared securely, for your records, here. You’ll be emailed once processing is complete.