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Both sides previous revision Previous revision Next revision | Previous revision | ||
ap:electronic_filing_of_1099 [2015/02/18 20:43 UTC] – steps to upload test file mike | ap:electronic_filing_of_1099 [2016/03/01 01:53 UTC] (current) – [State 1099 Submission] highlight key parts of tasks; update button caption mike | ||
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The two sites (test and final) are completely independent. | The two sites (test and final) are completely independent. | ||
+ | |||
+ | The system allows submitting multiple test files. | ||
=== Submitting a Test File === | === Submitting a Test File === | ||
Line 19: | Line 21: | ||
- Click the "Test File" link from the menu on the left side of the page | - Click the "Test File" link from the menu on the left side of the page | ||
- Click the " | - Click the " | ||
- | - Browse to the folder location opened above and select | + | - Browse to the folder location opened above |
+ | - Double-click | ||
- Click the " | - Click the " | ||
+ | |||
+ | === Submitting the Final File === | ||
+ | - From the AP Main Menu, click on < | ||
+ | - At the bottom of the [[Federal 1099 FIRE Exports Form]], there is a button to create the file. Ensure that the year and minimum 1099 amount fields are set correctly, choose the " | ||
+ | - Once the file is created, Windows Explorer will open to the folder where the file is located. | ||
+ | - Go to https:// | ||
+ | - Click " | ||
+ | - Click the " | ||
+ | - Click the "Send Information Returns" | ||
+ | - Enter the TCC and TIN (this information may be found on the [[Company Information Form]]) | ||
+ | - Verify the filing information and click Accept after making any necessary changes | ||
+ | - Click the " | ||
+ | - Click the " | ||
+ | - Browse to the folder location opened above | ||
+ | - Double-click the file that was just created | ||
+ | - Click the " | ||
+ | |||
+ | ==== State 1099 Submission ==== | ||
+ | Submission of the 1099-M to Pennsylvania is done through the e-TIDES website. | ||
+ | |||
+ | - From the AP Main Menu, click on < | ||
+ | - This will bring up a "Save As..." dialog box. Verify the default file name and location are still OK, then click on the [Save] button. | ||
+ | - Log in to the e-TIDES website: https:// | ||
+ | - From the left-hand menu, click on the " | ||
+ | - From the "- Select Tax System -" dropdown box, choose " | ||
+ | - At the bottom of the page, click on the link " | ||
+ | - Click the radio button to the left of " | ||
+ | - Click on the [Browse...] button | ||
+ | - Browse to the folder where the CSV file was saved earlier | ||
+ | - Double-click the file that was just created | ||
+ | - Click the [Submit] button | ||
+ | - The original page should refresh with the newly uploaded file; if the file is not shown, reload the web page | ||
+ | - Click on the radio button next to the file that was just uploaded, then click [Next] | ||
+ | - The next page to open is the " | ||
+ | * Payer' | ||
+ | * Tax Year | ||
+ | * Recipient' | ||
+ | * Recipient' | ||
+ | * Recipient' | ||
+ | * Recipient' | ||
+ | * Recipient' | ||
+ | * Recipient' | ||
+ | * Recipient' | ||
+ | * Recipient' | ||
+ | * Rents | ||
+ | * Royalties | ||
+ | * Nonemployee Compensation | ||
+ | * PA State Income | ||
+ | * State Tax Withheld | ||
+ | * Payer' | ||
+ | * Type of Entity ID | ||
+ | - Once these have been verified, click [Next] | ||
+ | - The next page will show the total number of Valid and Invalid Records; click [Insert Records] | ||
+ | - This completes the process; the final page should show the results of the upload; the Status should read, "File upload and import Finished Successfully" |