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You can use this 1099 Checklist to navigate through the upcoming 1099 season:

1. 1099 Preparation (This can be done before or after ESU install)
   1. Verify that Address Book (P01012) records for Suppliers and Companies are correctly set up for 1099 processing.
   2. Verify that UDC tables 04/TR, 01/07 and 04/ST are current.
   3. Verify that the PX AAIs are set up (GL method).
   4. Verify Voucher Data for 1099 Processing.
2. 1099 ESU
   1. A new 1099 ESU must be installed each year.
   2. Verify the 1099 ESU install.
3. Versions
   1. Delete any copied or added versions for 1099 programs, and recreate them if required.
4. Back-up Data Previous Year
   1. Back-up the following from the previous tax year for audit purposes if not done last year:
      1. 1099 AP Worktable (F045143).
      2. 1099 GL Worktable (F045141).
      3. 1099 Electronic Media Table (F04515OW).
      4. IRSTAX.txt.
      5. User Defined Code Values (F0005) for UDC 01/07 and 04/TR.
      6. Automatic Accounting Instructions (F0012) for AAIs PXxxxx.
5. Process 1099 Data
   1. Run the Clear AP Workfile (R04CLRFP) and GL Workfile (R04CLRGL) UBEs if required.
   2. Build the AP and/or GL Worktables:
   3. If running the Accounts Payable (AP) Method:
      1. Vouchers:
         1. Verify that all Vouchers and Payments are posted.
         2. Ensure that the Category Code 07 values are correct in the Accounts Payable Ledger table (F0411).
      2. Run the Build AP Workfile (R04514FP).
      3. Perform any adjustments needed (P04510FP).
   4. If running the General Ledger (GL) Method:
      1. Vouchers:
         1. Verify that all Vouchers and Payments are posted.
         2. Ensure that the Voucher GL Expense accounts are correct.
      2. Run Update Payment Information for Receipts (R045131) if applicable.
      3. Run Update Payment Information (R04513).
      4. Perform any adjustments needed (P04510).
      5. Run the Build GL Workfile (R04514).
6. Run the 1099 Registers/Preview Media:
   1. 1099 AP Register (R04512FA) if applicable.
   2. 1099 GL Register (R04512) if applicable.
   3. 1099 AP - GL Combined Register (R04512FB).
7. Run the Write Media (P04515)
   1. Set up Version Processing if used.
   2. Verify BIP setup if used.
   3. Print 1099 MISC, NEC, DIV and/or INT forms for Suppliers.
   4. Run Electronic Media to submit to the Internal Revenue Service (IRS):
      1. Create and review the Electronic File (F04515OW).
      2. Create and export the IRSTAX.txt file.
8. Back-up Data
   1. Back-up the following for audit purposes:
      1. 1099 AP Worktable (F045143).
      2. 1099 GL Worktable (F045141).
      3. 1099 Merged Worktable (F04514).
      4. 1099 Electronic Media table (F04515OW).
      5. IRSTAX.txt