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Last modified by renae g on 2025/09/03 13:45
From version 3.1
edited by renae g
on 2025/09/03 13:29
Change comment: There is no comment for this version
To version 4.1
edited by renae g
on 2025/09/03 13:45
Change comment: There is no comment for this version

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21 21  * (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Company Information**(% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %) must be present in order to continue through the process.
22 22  ** (% style="color:#003f43; font-family:Arial,sans-serif; font-size:8.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)If this screen does not automatically populate with the company information, you are able to manually type in this information. Please note that the IRS will validate the TIN to the Company Name and reject the filing if this is not accurately reported. Check with the company's IRS account or with any official correspondence from the IRS.
23 23  
24 -* (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)Indicate if you are filing on behalf of an employer or as a (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Third Party Paid Tax Preparer**(% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %). If you would like to learn more about how you can save with Aatrix when you are a third party filing on behalf of 10 or more companies (%%)[[(% style="color:#f47820; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)click here>>url:https://kb.aatrix.info/xwiki/bin/view/Windows/U.S./Getting%20Started/Batch%20Filers/||style="text-decoration:none"]](% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %).
24 +* (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)Indicate if you are filing on behalf of an employer or as a (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Third Party Paid Tax Preparer**(% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %). If you would like to learn more about how you can save with Aatrix when you are a third party filing on behalf of 10 or more companies (%%)[[(% style="color:#f47820; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)click here>>doc:Windows.U\.S\..Getting Started.Batch Filers.WebHome||style="text-decoration:none"]](% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %).
25 25  ** (% style="border:none; color:#222222; display:inline-block; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; height:425px; overflow:hidden; text-decoration:none; white-space:pre-wrap; width:624px" %)[[image:https://lh7-rt.googleusercontent.com/docsz/AD_4nXeDDfnhJY8Zv2FNNKas3BiDWQtjABmKbkvSbMdkW1tn_RQqFP4JPMwSXT_Ecos7z-cL5on0rV_NlEA0V_DV4kVRQjeAhb5r00WBO4DWC9wE31ebD408MOTOuea-p8TkFWAoPR5gOA?key=3TL2kLVNyfTBnSSx1aksKw||height="425" width="624"]]
26 26  
27 27  * (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)If the option I am a(% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)** Third Party Paid Tax Preparer **(% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)is chosen please enter the third party information on the next screen to continue through the process.
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38 38  (% style="border:none; color:#222222; display:inline-block; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; height:405px; overflow:hidden; text-decoration:none; white-space:pre-wrap; width:624px" %)[[image:https://lh7-rt.googleusercontent.com/docsz/AD_4nXccOxDA0lePf7GNQis9Q6yfi1JRIkgMCvpvLdSbVq18iy2u4Y4_dDAS3dpCSlaAgYxcbtfVQyyDaj8AU904_hyeHRtqe2BJFmm8yw_m_bZSqJqPOjgdy1ZrP2Csy4V7F3aGVNtSew?key=3TL2kLVNyfTBnSSx1aksKw||height="405" width="624"]]
39 39  
40 40  * (% style="color:#003f43; font-family:Arial,sans-serif; font-size:8.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)Once the (% style="color:#003f43; font-family:Arial,sans-serif; font-size:8.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Company Setup**(% style="color:#003f43; font-family:Arial,sans-serif; font-size:8.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %) is completed, the 1099 Preparer will open for you to review and process your information.(%%)
41 -\\(% style="color:#003f43; font-family:Arial,sans-serif; font-size:8.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Note: If any information is not passed from your accounting/payroll software there is the capability to enter information manually or **(%%)[[(% style="color:#f47820; font-family:Arial,sans-serif; font-size:8.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**import a CSV file**>>url:https://kb.aatrix.info/xwiki/bin/view/Windows/U.S./Year-end%2C%20W-210951099%20Questions%20%C2%BB/%20Processing%20and%20Form%20Introduction/Importing%20a%20CSV%20File/||style="text-decoration:none"]](% style="color:#003f43; font-family:Arial,sans-serif; font-size:8.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)** on a per column basis.**
41 +\\(% style="color:#003f43; font-family:Arial,sans-serif; font-size:8.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Note: If any information is not passed from your accounting/payroll software there is the capability to enter information manually or **(%%)[[(% style="color:#f47820; font-family:Arial,sans-serif; font-size:8.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**import a CSV file**>>doc:Windows.U\.S\..Year-end, W-210951099 Questions ». Processing and Form Introduction.Importing a CSV File.WebHome||style="text-decoration:none"]](% style="color:#003f43; font-family:Arial,sans-serif; font-size:8.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)** on a per column basis.**
42 42  * (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Step 1**
43 43  ** (% style="color:#003f43; font-family:Arial,sans-serif; font-size:8.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)Information will automatically be populated when entering into the (%%)[[(% style="color:#f47820; font-family:Arial,sans-serif; font-size:8.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)1099 Preparer>>doc:Web.Year-end, W-210951099 Questions.Processing and Form Introduction (Web).Preparer Functions (Web).WebHome]](% style="color:#003f43; font-family:Arial,sans-serif; font-size:8.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %). If information is not present when entering into the Preparer you will be required to fill in the missing information before continuing.(%%)
44 44  (% style="border:none; color:#003f43; display:inline-block; font-family:Arial,sans-serif; font-size:8.5pt; font-style:normal; font-variant:normal; font-weight:400; height:183px; overflow:hidden; text-decoration:none; white-space:pre-wrap; width:624px" %)[[image:https://lh7-rt.googleusercontent.com/docsz/AD_4nXe9F-XXJd5cZBdppxnWTBkYZA6xuZDjaG2JQbp_NvkrbsV5wAKGUGNJvkG8ORWNwx5cl1Jg3-Y9I2tiRyj2MG5Cf1uSxK8-QuTT4DpNTH6PUyV0QoUn1ODuFxD8q-mDeEeMI325wA?key=3TL2kLVNyfTBnSSx1aksKw||height="183" width="624"]]