1042s

1042 Forms

Prerequisites

1. Form Templates for 1042's are using 3rd Party Vendor Fabsoft, so Naviga support personnel must assist with getting the form itself attached to your system in the back end. Please put in a support ticket if you need assistance with 1042 Form templates

2. Navigate to A/P Module -> Setup -> Admin -> A/P System Setup to select the correct 1042 form template from the dropdown in the 1099 and 1042 forms section.

3. Navigate to System Settings module -> Setup -> Company Setup to fill in appropriate company details in the 1099 and 1042 sections 12A - U.S. Federal Tax ID

   12B (and 12C if applicable) - CH3/CH4 Company Status Codes

   12D, 12H, 12I - Company Name and Address settings for the 1099 are also used for the 1042

   

Generate 1042's

Navigate to Payments -> 1042 Forms

When generating 1042s, you select the Company, Date Range and optionally can select a specific vendor.

In the right column, select the vendors you wish to generate 1042's for. Click the checkbox at the top of the column to select all. Click Generate 1042's at the bottom to process them.

View/Print 1042 Forms

After selecting your Vendors and generating the 1042s, the View/Print 1042 Forms displays 1042's and allows for printing the forms and downloading a data file.