Learn how to set up 1099’s or 1096’s, review and update existing setup data, review Vendor information and generate helpful reports to process 1099 and 1096 Forms. 


Prior to processing and sending Forms 1099 or 1096, several items must first be set up so that the information is correct and complete. Review the information below and make any necessary changes before processing reporting forms. 


NOTE- eUnify supports both Forms 1099-NEC and 1099-MISC. If you are uncertain which form to use, please consult your tax advisor for more information.


Part 1. Set up the Return Address - This is the address that will appear on the Form and will be used by the Post Office to return the item if it cannot be delivered. 


Part 2. Set up Contact Information for Form 1096 - This is the Contact information the payee can use if they have questions about the form.


Part 3. Verify and Edit Association Settings - Verify and correct Association settings.


Part 4. Verify and Edit Vendor Settings - Update or correct Vendor settings.


Part 5. Set up 1099 Category - Verify and edit GL Account information.


Part 6.  Enter 1099 Amounts New Associations - Enter existing Vendor balances for new Associations. 


Part 7. Helpful Reports - Reports used to verify information.



PART 1 Set up the Return Address 


There are two options for the return address:


  • Firm Level-To be applied to ALL Associations. This option can be used by a Management company to use the same returned address for all Associations. 


  • Association Level-To be applied to a specific Association. This option can be used to override the Firm set up, if an Association wants to use a different return address. 


Set Up a Firm Level return Address


Step 1. Navigate to Firm > Manage Firm


Step 2. Click on the Address Tab to verify that the return address is correct. If not, make any necessary changes before proceeding to the next step. 



Step 3. Click on the Preferences Tab.


Step 4. Scroll to the A/P Settings Section and click on the Use Firm Address for 1099 checkbox. 



Step 5. Click the Save button to update your changes. 



Set Up an Association Level Return Address


Step 1. Navigate to Association > Manage Association

Step 2. Complete the Search fields to locate the correct Association. 

Step 3. Click the Search Button to return the Association information.  

Step 4. Click the Pencil icon to open the record. 

Step 5. In the Detailed Information section, review the mailing address information for accuracy and make any necessary corrections. 



Step 6. Navigate to Firm > Manage Firm

Step 7. Click on the Preferences Tab.

Step 8. Scroll to the A/P Settings Section and unclick on the Use Firm Address for 1099 checkbox. 


Step 9. Click the Save button to update your changes. 



PART 2 Set up Contact Information for Form 1096


Step 1. Navigate to Firm > Manage Firm

Step 2. Click on the Preferences Tab. 

Step 3. In the 1096 Settings Section verify that the contact information is correct and make any necessary changes.  

  • Contact Name - Enter name to print on 1096 Form

  • Contact Phone - Enter phone number to print on 1096 Form

  • Contact Email - Enter email address to print on 1096 Form

  • Contact Fax - Enter contact fax number to print on 1096 Form


Step 4. Scroll to the A/P Settings Section and click on the Use Firm Address for 1099 checkbox. 

Step 5. Click the Update button at the bottom of the page to save any changes. 




PART 3 Verify and Edit Association Settings


Step 1. Navigate to Association > Manage Associations

Step 2. In the General section, verify that the Federal Tax ID information is correct and make any necessary changes.



Step 3. If any changes were made, click the Save button.



PART 4 Verify and Edit Vendor Settings


If you have Vendors with missing or incomplete information, you will need to update the Vendor record before processing 1099’s or 1096’s. 


Step 1. Navigate to Accounting > A/P > Manage Vendor

Step 2. Complete the Search fields to locate the correct Vendor

Step 3. Click the Pencil icon to open the record

Step 4. In the General Tab in the Details section, complete the following information. 

  • Federal Tax Id - Enter the Vendor’s federal tax id number.

  • 1099 - Check if a 1099 is required for this vendor.

  • 1099 Name - Enter the Vendor name as it should print on the 1099 Form. If left blank, it will default from the Legal Name field. 

  • W-9 Form - Upload  the W-9 Form received from the vendor.



PART 5 Set up 1099 Categories


Tax reporting categories are linked to General Ledger accounts in order to properly report vendor income. Categories can be set up manually, or imported from a spreadsheet. 


Set up Categories Manually


Step 1. Navigate to Accounting > Financial > Chart of Accounts


Step 2. From the Chart of Accounts, locate the correct General Ledger Account. 


Step 3. Right click the Account and select Edit Account from the drop down menu. 



Step 3. Under 1099 Category select the correct type of compensation from the dropdown menu. 



Step 3. Click the Save button when complete to finalize your changes and continue until categories have been selected for all required General Ledger Accounts.


Import 1099 Categories from a Spreadsheet


Step 1. Navigate to Administration > Import Data


Step 2. Check the box for Update Mode. 



Step 3. Select Chart of Accounts from the drop down menu. 



Step 4. Prepare an Excel Spreadsheet with the information listed below, plus the 1099 Category. 

Step 5. Click the Add Import button on the right hand side to open the Import Data window. 



Step 5. Copy the data on the Excel spreadsheet including the column headers and paste into the Import From Excel window. 



Step 5. Click the Save button to begin the upload. 


Step 6. If all information is imported correctly, there are no further steps. If any errors were reported. CLICK HERE for Troubleshooting information. 


Step 7.  When all rows have been successfully uploaded, the line item will say Imported, and show the number of rows that were uploaded. 



PART  6 Enter 1099 Amounts New Associations 


This step is used to enter existing balances for Vendors when onboarding a new Association. Prior balances can be entered one at a time using the Additional Vendor Amounts page, or imported from a spreadsheet using the Import Data feature. 


NOTE- If you are processing 1099’s for an existing Association, you can skip this step. 


Enter Prior Balances Manually


Step 1. Navigate to Accounting > A/P > 1099 Processing > Additional Vendor Amounts


Step 2. Complete the Search fields to locate the correct Association and Year. 


Step 3. Click the Pencil icon to open the record for the Vendor you need to update. 



Step 4. Enter totals in the appropriate category.  


NOTE-  The box chosen will determine whether uManage will print 1099-NEC or 1099-MISC.   


NOTE-  "1099 Category:" chosen will determine which form, either 1099-NEC or 1099-MISC, uManage will generate, as well as which box on form amount will print.



Step 5. Click the Save button when complete, and repeat for all Vendors in the new Association. 


Import Prior Balances from a Spreadsheet


Step 1. Navigate to Administration > Import Data


Step 2. Select Additional 1099 Amount from the Choose Entity drop down menu.


Step 3. Click the Download Template hyperlink. This step will download a blank template with all available fields. 


Step 4. Add data to your spreadsheet. 


NOTE- Headers bolded in blue are required fields


NOTE- The 1099 CategoryCode is the first three letters of the tax reporting category. This information can be reviewed by navigating to Accounting > Financial > Association GL, and right clicking the GL Account.



Step 5. Click the Add Import button on the right hand side to open the Import Data window. 


Step 6.  Copy your data, including the Headers, and paste into the Import from Excel window. 


Step 7. Click the Save button.




PART 7 Helpful Reports


Review Vendor Information


This report will allow you to review Vendors flagged to receive 1099’s and to review address and EIN information. 


Step 1. Navigate to Reports > A/P


Step 2. Select the 1099 Detail report from the list. 


Step 3. Enter report parameters in the pop up window to return the information you need. 


  • Association-Select the correct Association from the drop down menu.

  • 1099- Select checked or unchecked from the drop down.

  • Vendor EIN- Enter to find a specific Vendor.

  • Year- Select the Year from the dropdown menu.

  • Min Amount- Enter a minimum amount if needed.

  • Sort by- Choose the sort option from the drop down menu. 


Step 4. Click the Show Report button to generate your report. 


Review Invoices


Use this report to review paid Invoices for accuracy. 


Step 1. Navigate to Reports > A/P


Step 2. Select the Vendor Transaction report from the list. 


Step 3. Complete the following information to return the information you need. 


  • Select Association- Select the correct Association from the drop down menu. 

  • Vendor- Select the correct Vendor from the drop down menu. 

  • Type- Select the correct Type from the drop down menu. 

  • Period Date- Select the correct Period from the drop down menu. 



Step 4. Click the Show Report button to generate your report. 


Review Chart of Accounts


Use this report to review the 1099 Category selected. 


Step 1. Navigate to Reports > Accounting


Step 2. Select the Chart of Accounts report from the list. 


Step 3. Complete the following information to return the information you need. 


  • Selection Association- Select the correct Association from the drop down menu. 

  • Fund Type- Select the correct Fund Type from the drop down menu. 

  • Sort By- Choose the way you want the information sorted from the drop down menu.



Step 4. Click the Show Report button to generate your report.