Processing 1099s - Customer Success Adoption Session

Christina Imbriani
Christina Imbriani
Fifth Anniversary Kudos 2 Name Dropper Participant
in Blackbaud Financial Edge NXT® General Discussions

Join @Aaron Charpia and I for an upcoming FE NXT Adoption Session:

Financial Edge NXT: Processing 1099s
Thursday, December 09, 2021
02:00 PM Eastern Standard Time

In this session we will cover:

  1. Verify your business address and tax ID
  2. Generating 1099’s through Aatrix, and making adjustments directly in Aatrix
  3. Troubleshooting with reprints and when/how to contact support

?? REGISTER HERE

We look forward to seeing you there!

If for any reason you can't attend on Thursday, you can still register and access the ? on-demand recording when it's convenient for you!

Comments

  • Christina Imbriani
    Christina Imbriani
    Fifth Anniversary Kudos 2 Name Dropper Participant

    We're curious… Do you prefer to E-File or Print your 1099/1096 forms?

  • Sharelle Buyer
    Sharelle Buyer
    Fifth Anniversary Kudos 2 Name Dropper Participant

    We'd prefer to e-file them through the IRS Fire website, which is free, but Blackbaud doesn't have an export function to give us a file to upload to the Fire website. We don't want to use the company Blackbaud does provide since it costs money to e-file.

  • Christina Imbriani
    Christina Imbriani
    Fifth Anniversary Kudos 2 Name Dropper Participant

    Hi @Sharelle Buyer. Thank you for the feedback! It's helpful to get a sense of how our customers are filing their 1099/1096. Two options to consider for creating an export/import file is: 1) Export the 1099 Activity Report into excel/csv and clean up as needed for IRS import requirements or 2) create a query with all the fields that you will need for the IRS file and export to excel/csv, then format as needed for IRS upload. Oh and also… 1099 Activity Report and Query are done in FE database view.

  • Sharelle Buyer
    Sharelle Buyer
    Fifth Anniversary Kudos 2 Name Dropper Participant

    We worked with our FE retainer consultant on this export/query functionality and it didn't provide us with all we needed. I had sent her an example of what we have done in our old system, and she couldn't get it to work properly so we “trashed” the whole thing.

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