Once the EmWin 1099 Bundle is installed, you will need to setup the "Payer Data" records.  Each subsidiary that is issuing 1099s will need a Payer Data record.  To setup these records, do the following:

  1. Go to Reports > Custom > Enter Payer Data
  2. Click the “New EW 1099 Payer Data” button.
  3. Fill in all of the required fields as they pertain to the subsidiary you select.  If you do not have multiple subsidiaries, fill in the data for your single subsidiary.
  4. Click the save button.