Sage 300 1099 aatrix tax filing missing last and first name

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When we got to file 1099's, the last and first name are missing from the W-2/1099 preparer list where you verify recipient taxpayer identification numbers.  The error says "Recipient First and Last Name required." I have sage 300 2021 with the latest tax updates, product update, and a hotfix for the legal names on 1099's.  They still are not auto filling on the report.  Do we just have something in the vendor setup wrong?  I can't find where you can even enter a first and last name in the vendor, but the aatrix screen will not let us move forward without correcting them unless I put that they are an employer identification number, but they are really social security numbers.  Any ideas so we don't have to re-type all the first and last names?

Parents
  • 0

    The First Name and Last Name for 1099 reporting was added to Sage 300 in the December, 2023 Product Update. That is Product Update 7 for Sage 300 2022, Product Update 5 for Sage 300 2023, and Product Update 1 for Sage 300 2024.

    The First Name and Last Name fields appear near the bottom of the AP Vendor screen on the Invoicing tab where the 1099 information is configured, after the Product Update is Activated.

    This update is, unfortunately, not available for Sage 300 2021.

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  • 0

    The First Name and Last Name for 1099 reporting was added to Sage 300 in the December, 2023 Product Update. That is Product Update 7 for Sage 300 2022, Product Update 5 for Sage 300 2023, and Product Update 1 for Sage 300 2024.

    The First Name and Last Name fields appear near the bottom of the AP Vendor screen on the Invoicing tab where the 1099 information is configured, after the Product Update is Activated.

    This update is, unfortunately, not available for Sage 300 2021.

Children