1099 forms can be created for multiple EINs and organizations
1. Navigate to Accounts Payable > Configuration > General > Enter the first Federal Tax ID 2. Navigate through Mail > Forms > 1099 Forms > New 3. Enter appropriate information on General tab. 4. Select the filters tab and filter on vendors associated with the first fund or company by selecting the Vendors or creating a Vendor query 5. Print/File the first set of forms 6. Return to the Federal Tax ID field and enter the next Federal Tax ID for the other fund or company in Configuration > General 7. Repeat steps 2-6 for each Federal Tax ID.
Note: History files should be created for each EIN number on the workstation where the 1099s are processed.