For Preliminary and Group 1 districts
The San Diego County Office of Education will print PeopleSoft 1099 forms at the end of the workday on Tuesday, January 13, 2015. To assist you with the process, the CRC has created two documents, available at http://crc.sdcoe.net/resources/peoplesoft/guides in the “Accounts Payable - Other” section:
- 1099 Processing PeopleSoft v1.0.pdf – This job aid describes 1099 Processing in PeopleSoft. These directions should be used in December 2014 and January 2015. The Excel file titled ASB Payment Load Information v1.0.xlsx is needed for Part E of this job aid. (6 pp.)
- ASB Payment Load Information v1.0.xlsx – This Excel file is used for the directions in Part E of the job aid. It is for payments to Independent Contractors outside of PeopleSoft (i.e. ASB Suppliers). Please note that this spreadsheet needs to be returned to Michele O’Hagan (firstname.lastname@example.org) by close of business on Thursday, January 8, 2015.
For questions regarding PeopleSoft 1099 processing and reporting, please have your district’s PeopleSoft Finance Contact create a HEAT Self-Service ticket
or call (800) 289-1500 and press “2” for Finance.