1099 Audit

The 1099 Audit report can be helpful in answering questions from carriers about charges on their 1099s. The report prints resale charges and compensation charges in different columns.

To produce this report:

• Select 1099 Audit from the Account menu to display the 1099 Audit Report window.
• Click Add and complete the following fields.

  Field

  Type

  What to enter

  REPORT TYPE

  predefined

  Indicate if the report should be a detail or summary report. The detail report lists each charge by date for each account; the summary report is the same but lists only total charges for each charge code.

  COMPANY

  setup

  Enter the company to include in the report. In most cases, all accounts will have the same company.

  START DATE END DATE

  date

  Enter the date range for the 1099 information. Only 1099 charges and credits that were transacted within the date range will be included in the report.

  DATE TYPE

  predefined

  Indicate how charges should be selected—based on charge date or bill date. If “charge date” is entered, charges will be selected based on the date of the charge. If “bill date” is selected, all charges billed by billing runs that were closed within the date range entered will be selected.

  COMPENSATION MINIMUM

  decimal (10)

  Enter the minimum amount the compensation charge must be in order to appear in the Compensation Charge column of the report.

  ALL ACCOUNTS

  yes/no

  Indicate whether all accounts should be included in the report.

  SSN/Tax ID

  open (11)

  If not all accounts will be included, enter the Social Security Number or Tax ID Number of the carrier account for whom you want to run the report.

  INCLUDE UNQUALIFIED

  yes/no

  Select this checkbox to include all accounts, even those that do not normally qualify for 1099s.

• Click OK and then Continue to produce the report.

Example—1099 Audit Report