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Client Resources
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EBMS Main Documentation
- Introduction
- Getting Started
- Getting Started | Initial Installation
- Getting Started | Company Setup
- Quick User Guide | Financial Staff | Accountant
- Quick User Guide | Financial Staff | Accountant | Accountants Journal
- Quick User Guide | Sales Staff
- Quick User Guide | General Staff
- Features
- Reports
- Reports | Excel Add-In
- Reports | Excel Add-In | Troubleshooting
- Security
- Server Manager
- Technical
- Technical | Data Import and Export Utility
- Technical | SQL Mirror
- Automotive
- Automotive | Parts Catalog
- Automotive | Pricing
- Automotive | Point of Sale
- Automotive | Product Application
- Automotive | Keystone Interface
- Metal Supply
- Fuel Sales
- Horticulture
- Horticulture | Farm Setup
- Horticulture | Processing Payroll
- Horticulture | Managing the Farm
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Sales
- Customers
- Customers | Miscellaneous Customers
- Proposals
- Proposals | Processing Proposals
- Proposals | Sets and Templates
- MyProposals
- MyOrders
- Sales Orders
- Invoices
- Materials Lists
- Sales and Use Tax
- Sales and Use Tax | TaxJar
- CRM
- CRM | Auto Send
- Recurring Billing
- Credits
- Customer Payments
- Payment Card Processing
- Payment Card Processing | Gift Cards
- Payment Card Processing | Loyalty Cards
- Payment Card Processing | Verifone Gateway
- Freight and Shipping Tools
- General Ledger Transactions
- Point of Sale
- Point of Sale | Point of Sale Hardware
- Point of Sale | Xpress POS System
- Point of Sale | Advanced Tools
- Signature Capture
- Salesperson Commissions
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Inventory
- Product Catalog
- Product Catalog | Using Product Codes for No Count Items
- Product Pricing
- Product Pricing | Special Pricing
- Tracking Counts
- Unit of Measure
- Purchasing
- Special Orders and Drop Shipped Items
- Receiving Product
- Barcodes
- MyInventory and Scanner
- Components (BOM) and Accessories
- Components (BOM) and Accessories | Component Formula Tool
- Made-to-Order Kitting
- Configure-to-Order Kitting
- Multiple Inventory Locations
- Multiple Inventory Locations | Creating Locations
- Multiple Inventory Locations | Using Multiple Locations
- Multiple Inventory Locations | Product Catalog Sync
- Multi-Vendor Catalog
- Serialized Items
- Serialized Items | Purchasing or Manufacturing an Item
- Serialized Items | Selling and/or Associating an item with a customer
- Lots
- Product Attributes
- Product Attributes | Selling and Purchasing Items with Attributes
- Product Attributes | Custom Attributes
- Mobile Scanner (Legacy)
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Labor
- Getting Started
- Workers
- Taxes and Deductions
- Work Codes
- Time and Attendance
- Time and Attendance | Time Track App
- Processing Payroll
- Closing the Payroll Year
- Processing Payroll - Advanced
- Salaried Pay
- Piecework Pay
- Direct Deposit
- 3rd Party Payroll Service
- Subcontract Workers
- Flag Pay
- Prevailing Wages
- MyDispatch
- MyTasks
- MyTime
- MyTime | Communications
- MyTime | Setup
- Tasks
- Tasks | Getting Started
- Tasks | Creating Tasks
- Tasks | Scheduling Tasks
- Tasks | Customizing Task Views
- Tasks | Managing Tasks
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Financials
- Introduction
- Fiscal Year
- Chart of Accounts
- Budget
- Financial Reporting
- Transactions and Journals
- Transactions and Journals | Journals
- Account Reconciliation
- 1099
- Departments and Profit Centers
- Fund Accounts
- Bank Accounts
- Bank Feed
- Vendors
- Vendors | Miscellaneous Vendors
- Purchase Orders
- Expense Invoices
- Vendor Payments
- AP Transactions
- Landed Cost
- Fixed Assets and Depreciation
- Fixed Assets and Depreciation | Fixed Assets
- Fixed Assets and Depreciation | Fixed Assets | Adding Assets
- Fixed Assets and Depreciation | Processing Depreciation
- Fixed Assets and Depreciation | Disposing Assets
- MyJobs
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E-commerce
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Rental
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Job Costing
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Manufacturing
Printing 1099 Forms
1099s need to be printed and mail to vendors that require this form. Generate the 1099 Report to evaluate totals in January after the calendar year is completed. The following items should be verified before printing 1099 information on preprinted forms:
- Review Verifying Company information for instructions to verify the company tax ID and account settings
Review Setting Vendor information for instructions to identify the non-corporate and employee vendors that require a 1099 form.
Review Viewing 1099 Controls and Changing Threshold amounts to verify that all general ledger accounts identify the correct 1099 form.
Review the same section to verify 1099 threshold values.
Complete the following steps to generate end of the year 1099 forms:
Go to File > Reports and select Reports > Financials > 1099 Reports as shown below:
Print the 1099 payments report on plain report paper by selecting Financials > 1099 Reports > 1099 Payments report from the main EBMS menu File > Reports:
Select All Vendors to list all payments. Only the 1099 vendor transactions will be listed.
Enter last Calendar Year to run the 1099 payments for the past year.
Only enable the Print if Under Threshold if all payments should be listed even those under the minimum threshold to print 1099 forms. Review Viewing 1099 Controls and Changing Threshold for threshold details.
Enable the Print details to evaluate the payment details.
Generate the following report by clicking Print or Print Preview:
This report is useful to verify all 1099 data. This report will also indicate how many 1099 forms are needed. See previous sections of this manual for instructions on changing 1099 history data.Determine the number of each type of 1099 forms and 1096 forms. A 1096 form must be printed for each type of 1099 form. Go to www.EagleBusinessSoftware.com/Tax-Forms to purchase preprinted forms. It is recommended to purchase a few extra forms to make sure that a misprint 1099 form can be reprinted.
Print 1099 preprinted reports that are listed on the 1099 Payments report that equal or exceed the threshold.
A 1096 form must be printed for each type of 1099 form. For example, one 1096 Misc. Form is required as a summary of all 1099 Misc forms and must be submitted to the tax agency along with the 1099 forms.
Contact an accountant or EBMS consultant with any questions regarding 1099 forms.