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Vision Support Staff 12/23/2013 Vision Municipal Solutions W2’s and 1099’s How-to Guide
Vision Support Staff 12/23/2013
Vision Municipal Solutions
W2’s and 1099’s How-to Guide
W2’s and 1099’s
Financials Page 2
Table of Contents Purchasing Vision forms ........................................................................................... Error! Bookmark not defined.
Processing Form 1099-MISC ................................................................................................................................... 5
Processing Form W2 ............................................................................................................................................... 8
W2’s and 1099’s
Financials Page 3
W2’S & 1099-MISC (Vision)
Vision uses two-part laser forms for both the W2’s and the 1099-MISC, these can be found at your local office supply store, or ordered directly from the IRS.
W2’s and 1099’s
Financials Page 4
W2’s and 1099’s
Financials Page 5
How To: Process 1099’s for Vision
Processing Form 1099-MISC 1. Make sure your printer is turned on and is online.
2. Make sure you have pre-printed 1099-MISC in your printer.
Check to make sure your forms are in the correct way. If you are uncertain, make a copy of your forms to print a test run first.
It is simpler to print copies separately than all at once. Do not collate your pre-printed forms before putting them into the printer. Instead, start by loading all the Copy 1 forms. After you have printed all the Copy 1 forms for each vendor, load and print the Copy 2 forms.
3. Go to the Forms menu in Financials and double click Issue 1099’s.
4. Enter your Payer’s Information in the left Panel, and then choose a minimum balance for your 1099s and the appropriate box number next to Apply To.
5. Next choose your correct Fiscal period you would like to run the forms in.
6. Lastly click on the red Run icon.
W2’s and 1099’s
Financials Page 6
7. Verify all information that displays in the right hand tables. (Note: Any fields may be modified as necessary.)
8. Click on the Printer Icon at the top of the screen to begin your print process.
W2’s and 1099’s
Financials Page 7
9. Now Click the Print Icon again at the top of your screen to open the print dialog box.
10. Choose the correct printer and click Print to print Copy A.
11. Repeat steps 9 and 10 to print additional copies. (Note: If you make manual adjustments, those will need to be re-entered if the Printer Dialogue Box is closed.)
12. When the Printer Dialogue box is closed you will be prompted to print the 1099 totals.
W2’s and 1099’s
Financials Page 8
How To: Process W2’s for Vision
Processing Form W2
1. Make sure your printer is turned on and is online.
2. Make sure you have pre-printed W2’s in your printer.
Check to make sure your forms are in the correct way. If you are uncertain, make a copy of your forms to print a test run first.
It is simpler to print copies separately than all at once. Do not collate your pre-printed forms before putting them into the printer. Instead, start by loading all the Copy 1 forms. After you have printed all the Copy 1 forms for each vendor, load and print the Copy 2 forms.
3. Go to the Forms menu in Payroll and double click Form W-2 (Wage & Tax Statement).
W2’s and 1099’s
Financials Page 9
4. Verify the Employer information and enter your Identification Number.
5. Select the correct fiscal you wish to run W-2s for and click the red Run Icon.
W2’s and 1099’s
Financials Page 10
6. Next verify all information is correct. Any amounts may be modified as necessary.
7. If there is an annuity amount in Box 12a, you must type a G in Box 12a Box to the left of the field.
Or
Effective as of the 1/7/2013 Payroll Publish, you can type a G in the W2 Code Column in the Components Wizard on the appropriate Pre-tax deduction component.
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Financials Page 11
8. Click on the Printer Icon at the top of the screen to begin your print process.
9. Now Click the Print Icon again at the top of your screen to open the print dialog box.
10. Choose the correct printer and click Print to print Copy A.
11. Repeat steps 9 and 10 to print additional copies. (Note: If you make manual adjustments, those
will need to be re-entered if the Printer Dialogue Box is closed.)
12. When the Printer Dialogue box is closed you will be prompted to print the W3 totals.
