Accessing the Report
From the Trustee Suite Main Menu toolbar, select ‘Reports’, the ‘Accounts’ tab and then ‘1099 Worksheet’ from the Print Reports screen to invoke the Parameters for 1099 Worksheet screen shown below.
Generating the Report
Trustee Suite now supports the printing of 1099, 1096, INT and MISC forms, and have added a Worksheet to compliment the forms. Following is the Parameters for 1099 Worksheet screen:
Populate the following fields:
Trustee – Select the Trustee number from the drop-down list or select ‘-All-‘.
Case – Enter the appropriate Case number from the drop-down list or select ‘-All-‘.
Date Range – Enter the appropriate date range.
Report Type – Select either ‘Summary: Payee Totals Only’ or ‘Detail: Transactions and Payee Totals’ via the radio buttons.
Payment Threshold – Enter the appropriate value.
Export 1099 data can be exported to Excel after Preview or Print – Check this box if you would like to export the 1099 Worksheet data to an Excel file after previewing or printing it. The Ellipsis icon, 
, to the right enables you to select a file name in order to save the file to your computer.
New Page after Every Case – Check this box if you wish to have each case on its own page within the report.
Show Payee Address – Check this box if you wish to display the payee address in the report.
Troubleshooting Options checkboxes – Select the appropriate checkbox(es) from the list shown above.
- Show Only Transactions with No TIN
- Show Only When TIN or Print 1099 Don’t Match Claim
- Combine Payments for All Cases
- Ignore TINs (grouping by payess only)
- Show Only Payments with the ‘Print 1099’ Box Not Checked
Payee/TIN – Enter appropriate search criteria in the text field.
Printing the Report
Preview: This button enables you to view the report before printing.
Print: This button sends the report to the default printer.
To PDF: This button prints the report to PDF and saves a copy to Document Management.
Cancel: This button undoes any changes and cancels the print job.
Save Defaults: This button sets the current field selections as the default each time this report is accessed.