1099 Withhold to Send Detail Report

Purpose: Use this document as a reference for how to review all 1099 reportable transactions before producing the final reports.

Audience: Finance/Accounting.

You must have at least one of these local college managed security roles:

  • ZZ Accounts Payable Reports

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

NOTE:  The 1099 Withhold to Send Detail Report lists all the information created by the 1099 reporting process and is a replica of the data in the file that you are sending to the IRS.

Running the 1099 Withhold to Send Detail Report

Navigation: Suppliers > 1099/Global Withholding > 1099 Reports > 1099 to Send Detail

  1. On the 1099 to Send Detail search page displays.
  2. If you have run this process or report in the past, select the Find an Existing Value tab to enter an existing Run Control ID and select the Search button. If this is the first time running this process or report, select the Add a New Value tab to create a new Run Control ID and select the Add button. 
    • NOTE: It is important to note that Run Control IDs cannot be deleted. Do not include spaces in your Run Control. We encourage the Run Control ID to have the same process naming convention but unique to the step; because of this, including your institution code and a short process description in the Run Control ID is recommended--e.g., WA010_1099_SEND_DETAIL_2023 (College, Process).
  3. The 1099 to Send Report page displays.
  4. Enter or search for local college SetID (business unit).
  5. Enter or search for Control ID.
  6. Enter or search for Fiscal Year (this is the 1099 reporting year).
  7. Select the Run button.  Please refer to the QRG Process Scheduler/Process Monitor for further instructions.
1099 To Send Report page
  1. Process complete.


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