Getting Suppliers ready for 1099 processing (2016)

posted Nov 22, 2016, 12:54 PM by Peyri Herrera
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 GUIDE

View guide: 1099 Processing in PeopleSoft v3.1.pdf (v3.1, updated November 18, 2016)
  • Overview (p.1)

  • Important Dates and Deadlines for 2016 (p.2) – v3.1 includes revised dates/deadlines

  • Part A: Verify Supplier Information (p.3)

  • Part B: Update 1099 Withholding and Information (IF NECESSARY) (p.5) – v3.1 includes this note about effective dates: “If you saved with an incorrect Effective Date, enter a HEAT ticket with the Supplier ID and effective date that needs to be changed and the new date required.”

  • Part C: Report Independent Contractors/ASB Suppliers (IF NECESSARY) (p.9) – v3.1 includes special information for Group 4 and Group 5 organizations: “Suppliers who had been paid in Legacy in the last 2 years were brought over to PeopleSoft during conversion. Payments made prior to Go-Live date for 2016 were entered by MITI/Cherry Road via the Withhold Adjustment page.”

  • Part D: Review Mismatch Spreadsheet and Fix Any 1099 Errors (p.12)

  • Part E: Update Mismatch Vouchers (p.14)

  • Part F: Final Review (p.17)


View 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


BS Upload page:

This 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 ( in Financial Accounting to request access.


Registration page: (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:
  • Friday, 12/2/16 from 9:30 am - 12:30 pm (SDCOE/Linda Vista) 
  • Monday, 12/12/16 from 9:30 am - 12:30 pm (NCREC/San Marcos) 
Registration is open. Your organization’s “GSMU Supervisor” can register your staff at Search for 1099. For questions or assistance with GSMU, please contact Lori Free-Trout at


HEAT Self-Service:
PeopleSoft 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.