• Staff create a 1099 or W-2 folder in DMS. 
   
• Staff create or confirm that a PE 1099 job exists for any 1099/1098/W-2/1042/1095, etc. request. Please add the Federal Tax Other (TAXOTH) and the 1099 Other Income Reporting template
    
• Staff or Client prepares the import file template
  1. Current year forms are in DMS as templates
  2. These can be updated by staff or sent to clients for preparation
      
• Staff to save client documentation and completed Yearli template in DMS.  
    
• Indy and New York staff will then forward the job in PE to Production, Indianapolis with the Workflow Status of 1099 Processing while Ft. Wayne staff will use Production, Ft Wayne.   
    
• Production staff will forward the job to themselves once they start working on it.
    
• Production will import the completed template into Yearli  
  1. If there are any issues with the template, Production will forward the job (still with job status of 1099 Processing) to the accounting staff with information about what corrections are needed in the notes. 
      
• Production will print a copy of the forms to PDF with the name of “Form Type Client Copy”, place in DMS, and forward the job to staff with the status of 1099 Approval 
    
• Staff will then review the forms. Staff can also send to client for approval. 
  1. If corrections are needed, staff will contact the production staff member who forwarded them the job for approval with what needs to be done.
      
• Production will make all necessary corrections. 
    
• If no changes are needed, Staff will forward the job to Production with the status of 1099 Approval and the following information provided in the hold notes.
  1. Yearli to e-file and print/mail recipient copies (preferred method)
  2. PDF print and give to client to distribute
  3. Paper print and give to client to distribute (special request only) 

*Whenever possible, please communicate with production staff on the timeframe of larger projects. Do not email any templates directly to Production staff.