There are several tools and resources available to help you get Suppliers ready for 1099 processing. It is very important that you take the time to review your Suppliers to ensure they get an accurate 1099. 1099 GUIDEView guide: 1099 Processing in PeopleSoft v3.1.pdf (v3.1, updated November 18, 2016)
THIRD THURSDAY DEMOView recorded demo: Third Thursday Demo page (Go to November 2017)The demo walks you through each part of the 1099 guide. The video will be available for playback from the Third Thursday Demo page on Wednesday, November 23, 2016. MISMATCH SPREADSHEETBS Upload page: https://bsupload.sdcoe.net/login.aspThis mismatch spreadsheet lists mismatches that will prevent 1099s from processing. It is available from the BS Upload page. You will need a user name and password for BS Upload to retrieve your file. If you do not have access, have your manager email Joe Bandala (jbandala@sdcoe.net) in Financial Accounting to request access. 1099 OPEN LABS IN DECEMBER 2016Registration page: https://sdcoe.gosignmeup.com (Search for 1099)The CRC is offering support for 1099s in December 2016. First attend or watch the recorded 1099 demo, available on the Third Thursday webpage. If you would like support with your Suppliers and other 1099 tasks, we will have two open labs where you can come work and receive assistance. Please note that the open labs are not training sessions. The 1099 open lab dates are:
HELP DESK SUPPORTHEAT Self-Service: http://hss.sdcoe.netPeopleSoft Finance Contacts: Please create a HEAT Self-Service (HSS) ticket or call the CRC Help Desk at (800) 289-1500 for assistance with 1099 processing in PeopleSoft. Please reference the part/section of the guide that you need assistance with in your ticket. |
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