Getting Suppliers ready for 1099 processing (2017)

posted Nov 7, 2017, 9:37 AM by Barbara Thiss   [ updated Dec 5, 2017, 3:04 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 on CRC website under Accounts Payable - 1099: 1099 Processing in PeopleSoft
  • Overview (p.1) 
  • Important Dates and Deadlines for 2017 (p.2) includes revised dates/deadlines 
  • Part A: Verify Supplier Information (p.3) 
  • Part B: Update 1099 Withholding and Information (IF NECESSARY) (p.5) – 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) 
  • Part D: Run Wthd Voucher/Supplier Mismatch and Fix Any 1099 Errors (p.12). – New for 2017: Districts will run their own Mismatch report. You no longer have to wait for CRC to run it and upload. 
  • Part E: Review Supplier Amounts Being Reported (p.19) 
  • Part F: Reports and Process (p.20) – New for 2017: Districts will run the processes necessary to generate the 1099 to Send Detail Report. 
THIRD THURSDAY DEMO
View recorded demo: Third Thursday Demo page (Go to Finance section, 1099 Processing, November 2016)
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.

1099 OPEN LABS IN DECEMBER 2017
Registration page: https://sdcoe.gosignmeup.com (Search for 1099)
The CRC is offering support for 1099s in December 2017. If you would like support with your Suppliers and other 1099 tasks, we are offering open labs in 1.5-hour segments where you can come work and receive assistance. Please note that the open labs are not training sessions.

The 1099 open lab date:
Monday, 12/11/17 session times 9:00, 10:30 and 1:30 at NCREC/San Marcos
Registration is open. Your organization’s “GSMU Supervisor” can register your staff at https://sdcoe.gosignmeup.com. Search for 1099. For questions or assistance with GSMU, please contact Lori Free-Trout at lfreetrout@sdcoe.net.

HELP DESK SUPPORT
HEAT Self-Service: http://hss.sdcoe.net
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.