SAGE100 USERS: ACC’S GUIDE TO PROCESS 1099S AND FILE THROUGH AATRIX

How to Process 1099s in Sage 100 and File Through Aatrix

Year-end 1099 reporting is a critical compliance task for organizations using Sage 100. When configured properly, Sage 100 and Aatrix work together to provide a structured, reliable process for preparing, validating, and filing 1099 forms.

This guide outlines the recommended best-practice workflow for processing 1099s in Sage 100 and filing them through Aatrix.

 

Overview of the Process

At a high level, the Sage 100 and Aatrix 1099 workflow includes:

1. Configuring vendors for 1099 reporting in Sage 100

2. Ensuring transactions are mapped to the correct 1099 boxes

3. Reviewing and validating 1099 totals

4. Launching Aatrix from Sage 100

5. Reviewing, filing, and distributing forms through Aatrix

Sage 100 acts as the system of record for vendor payments and 1099 calculations, while Aatrix manages form formatting, compliance validation, printing, mailing, and electronic filing.

 

Prerequisites

Before starting the 1099 process, confirm the following:

· You have access to Accounts Payable setup and reporting in Sage 100

· Vendor records include:

• Legal name and address
• Taxpayer ID (SSN or EIN)
• Correct 1099 type and box

· You understand how your organization treats:

• Credit card payments
• Third-party payment processors

 

Step 1: Configure Vendors for 1099 Reporting

Each vendor that requires a 1099 must be configured correctly in Sage 100.

Steps:

1. Go to Accounts Payable → Main → Vendor Maintenance

2. Select the vendor

3. On the Additional tab:

• Enable 1099 Vendor
• Select the appropriate 1099 Form Type (NEC or MISC)
• Assign the correct 1099 Box

4. Save the vendor record

Best practice: Set the correct 1099 box at the vendor level to ensure consistency across transactions.

 

Step 2: Verify 1099 Mapping on Transactions

Sage 100 calculates 1099 amounts based on vendor setup and payment activity.

Key areas to review:

· Vendor invoice history

· Payment history for the reporting year

· General Ledger accounts tied to 1099 reporting (if applicable)

If a vendor was not flagged correctly earlier in the year, Sage 100 provides tools to adjust 1099 information before filing.

 

Step 3: Review 1099 Totals in Sage 100

Before launching Aatrix, always validate totals inside Sage 100.

Recommended review steps:

1. Run 1099 reports for the reporting year

2. Review totals by:

• Vendor
• 1099 form type
• Box number

3. Confirm totals align with payment records

4. Verify that credit card payments are excluded if applicable

This review step is critical to prevent rejected filings or required corrections later.

 

Step 4: Launch Aatrix from Sage 100

Sage 100 integrates directly with Aatrix, allowing you to launch the filing process from within the application.

Steps:

1. Go to Accounts Payable → Period End → Federal and State Tax Reporting

2. Select Aatrix Reporting

3. Choose the appropriate 1099 form

4. Launch Aatrix

Sage 100 passes vendor and payment data directly into Aatrix for processing.

 

Step 5: Review and File Through Aatrix

Once Aatrix launches:

1. Review vendor data and totals

2. Resolve any validation warnings or errors

3. Select filing options:

• Federal e-file
• State e-file (if required)
• Recipient copy printing and mailing

4. Submit filings and retain confirmation records

Aatrix handles compliance requirements and submission formatting, reducing the risk of filing errors.

 

Step 6: Handling Corrections

If errors are identified before submission:

· Exit Aatrix

· Correct vendor or transaction data in Sage 100

· Re-launch Aatrix and revalidate

If errors are identified after filing:

· Follow Aatrix’s correction filing process

· Always ensure the source data in Sage 100 is corrected first

 

Common Issues We See

· Vendor not marked as a 1099 vendor

· Incorrect 1099 form type (NEC vs MISC)

· Wrong box assignment

· Credit card payments incorrectly included

· Skipping the Sage 100 review step before launching Aatrix

Most 1099 issues originate from vendor setup or incomplete review, not the filing tool itself.

 

Final Thoughts

When configured properly, Sage 100 and Aatrix provide a dependable, compliant solution for 1099 processing:

· Sage 100 manages vendor data and payment history

· Aatrix manages compliance, filing, and distribution

If you would like assistance reviewing vendor setup, validating totals, or walking through the Aatrix filing process, ACC Software Solutions regularly supports clients with year-end 1099 preparation and compliance.

Please reach out if you have any questions or need assistance support@4acc.com.

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