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To have GMS print or prepare the 1099 forms and electronic files.
Note: If you have requested that GMS print and/or prepare W2, 1099MISC and/or 1099NEC forms and electronic files, make sure that all types of forms are ready to be printed and/or prepared when you send an email telling us your file is ready to be uploaded.
NOTE: Please make sure you follow the instructions below for the type of database your organization uses (Microsoft Access or SQL Server)
For Microsoft Access Users
For SQL Server Users
Note: If you have requested that GMS print and/or prepare W2, 1099MISC and/or 1099NEC forms and electronic files, make sure that all types of forms are ready to be printed and/or prepared when you send an email telling us your file is ready to be uploaded.
- You must follow all steps completely through the Edit/Prepare 1099's, including printing the appropriate1099 Proof Listing(s) and checking for accuracy.
- Complete the GMS Instructions section on the bottom of this form.
- Once you are satisfied that all information is correct, do the following:
NOTE: Please make sure you follow the instructions below for the type of database your organization uses (Microsoft Access or SQL Server)
For Microsoft Access Users
- Click on Print 1099MISC (if submitting for the MISC type form or select Print 1099NEC if that is the appropriate form type) on the GMS Transmittal & E-file tab. Click on the Export icon. Choose the PDF format if that option is available to you. If not, choose Rich Text as the format. Under Destination, choose Disk file. Save the file in the GMSNet folder (or the folder that contains your organization’s database) titled “Cl #__ 1099xxxx (xxxx should be replaced with either MISC or NEC, depending upon which you are submitting) Transmittal Form (year)”. Fill in your client #. Repeat this process, selecting Print 1099NEC if also submitting for the NEC forms.
- On the Edit 1099 tab, click on Proof and click on the Export Icon. Choose the PDF format if that option is available to you. If not, choose Rich Text as the format. Under Destination, choose Disk file. Save the file in the GMSNet folder (or the folder that contains your organization’s database) titled “Cl # ___1099xxxx (xxxx should be replaced with either MISC or NEC, depending upon which you are submitting) Proof Listing (year)”. Fill in your client #.
- Go to the GMSNet folder. Use Ctrl Click to select the current conversionnet.mdb and 1099 Proof Listing(s) file (either PDF or RTF). Right click on the highlighted area and create the zip file. Save the zipped file as “Cl # ___1099(year).zip”. Fill in your client #.
- Notify [email protected] that the database (CL #___1099(year).zip) is available for upload. You will then be sent instructions for uploading your zipped database, 1099 transmittal form(s) and 1099 proof listing(s), along with secure sign in credentials. All files will be processed in the order received.
For SQL Server Users
- Click on Print 1099MISC (if submitting for the MISC type form or select Print 1099NEC if that is the appropriate form type) on the GMS Transmittal & E-file tab. Click on the Export icon. Choose the PDF format if that option is available to you. If not, choose Rich Text as the format. Under Destination, choose Disk file. Save the file in the GMSNet folder (or the folder that contains your organization’s database) titled “Cl #__ 1099xxxx (xxxx should be replaced with either MISC or NEC, depending upon which you are submitting) Transmittal Form (year)”. Fill in your client #. Repeat this process, selecting Print 1099NEC if also submitting for the NEC forms.
- On the Edit 1099 tab, click on Proof and click on the Export Icon. Choose the PDF format if that option is available to you. If not, choose Rich Text as the format. Under Destination, choose Disk file. Save the file in the GMSNet folder (or the folder that contains your organization’s database) titled “Cl # ___1099xxxx (xxxx should be replaced with either MISC or NEC, depending upon which you are submitting) Proof Listing (year)”. Fill in your client #
- Go to the GMSNet folder. Use Ctrl Click to select the current conversionnetSQL.bak and 1099 Proof Listing(s) file (either PDF or RTF). Right click on the highlighted area and create the zip file. Save the zipped file as “Cl # ___1099(year).zip”. Fill in your client #.
- Notify [email protected] that the database (CL #___1099(year).zip) is available for upload. You will then be sent instructions for uploading your zipped database, 1099 transmittal form and 1099 proof listing, along with secure sign in credentials. All files will be processed in the order received.
