1099 Withholding Withhold to Send Detail Report... 4 Withhold Transaction Post... 6 Withholding Balance by Supplier...
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1 1099 WITHHOLDING
2 Table of Contents Withhold to Send Detail Report... 4 Withhold Transaction Post... 6 Withholding Balance by Supplier... 7 Withholding Invoice Line Update... 9 Withholding Mismatch Report...11 Withhold Payment Inquiry...16 Withholding Sent File (WTHD_SENT) Process...17 Withholding Supplier Update...18
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4 1099 Withhold to Send Detail Report Purpose: Use this document as a reference for how to review all 1099 reportable transactions before producing the final reports. Audience: Finance/Accounting Running the 1099 Withhold to Send Detail Report NOTE: The 1099 Withhold to Send Detail Report lists all the information created by the 1099 reporting process and is a replica of the data in the file that you are sending to the IRS. Navigation: Suppliers > 1099/Global Withholding > 1099 Reports > 1099 to Send Detail 1. Enter an existing Run Control ID. 2. SetID. 3. Control ID (i.e., WA170_2015). 4. Fiscal Year (this is the 1099 reporting year). 5. Select Run. 6. Click OK. 7. Click the Process Monitor until the process runs to "Success". 8. Locate report in Report Manager. 9. Click on Administration tab. 10. Click on APX8056.pdf link. NOTE: The resulting report is produced in PDF format and is a replica of the data included in the IRS_001.TXT file. Page 4
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6 Withhold Transaction Post Purpose: Use the document as a reference for how to combine the voucher and payment information in the withholding transactions tables. Audience: Finance/Accounting Running the Post Withholding Process NOTE: This process combines the voucher and payment information in the withholding transaction table. The system then uses these tables to generate the withholding reports. Before running this process, all payments must be posted (see - Posting Payments from 1099 Vouchers). Navigation: 1099/Global WIthholding > Maintain > Post Withholding 1. Enter "Post by Business Unit" in Post Option. (The actual process name that will be listed on the Process List and in the Process Monitor is "AP_WTHD"). 2. Click Run. 3. Click OK. 4. Click on Process Monitor until it runs to "Success". 5. Once you have finished running "AP_WTHD", you can proceed to the next step in processing 1099s. Page 6
7 Withholding Balance by Supplier Purpose: Allows you to review total withholding transaction for the Supplier. Audience: Finance/Accounting Navigation: Suppliers > 1099/Global Withholding > Maintain > Adjust Withholding 1. Select SetID. 2. Input Supplier ID. 3. Input Supplier Location. 4. Click Search. 5. Select Business Unit. 6. Select Entity. 7. Select Type. 8. Select Jurisdiction. 9. Select Class. 10. Select Rule. 11. Click Save. NOTE: If more lines are needed, select plus sign (+). Page 7
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9 Withholding Invoice Line Update Purpose: The Withholding Invoice Line Update process can be used to update withholding information for a withholding Supplier at an invoice line level. Audience: Finance/Accounting Navigation: Suppliers > 1099/Global Withholding > Maintain > Update Voucher Line Withholding NOTE: After completing the update, you must run the Withholding Update Process. 1. Select Supplier. 2. Select Business Unit. 3. Select From Date and To Date. 4. Click Search. 5. Click Save. (Edit results first, if needed). Next Steps Notes: 1.You can use the Defaults group box if you are updating many lines to withholding (Set All Lines to Wthd) or not withholding (Set All Lines to No Wthd). Page 9
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11 Withholding Mismatch Report Purpose: Use this document as a reference for how to review all payments and associated vouchers made to withholding entities by supplier Audience: Finance Staff Before you can create the Withholding Mismatch report (APX9010), you must run the Withholding Mismatch Application Engine process (WTHD_MISMATCH). The Withholding Mismatch report enables to you identify voucher lines on which the withholding applicable flag does not match the withholding flag on the supplier. You can update transactions using the Withholding Update Application Engine process (AP_WTHD_UPDT), and then rerun the Withholding Mismatch process and Withholding Mismatch report to recheck the voucher line withholding. Navigation: Supplier > 1099/Global Withholding > General Reports > Wthd Voucher/Supplier Mismatch 1. On the Withhold Mismatch Request page, Search an existing Run Control ID or Create a new one. 2. Select Run. Page 11
12 3. Select Withholding Mismatch (WTHD_MISMATCH). 4. Select OK. 5. After the process runs successfully, navigate to Withholding Mismatch request page (refer to step 1). 6. Select Run. Page 12
13 7. On the Process Scheduler Request page, select Withholding Mismatch Report (APX9010). 8. Select OK. 9. Navigate to: Reporting Tools > Reporting Manager. 10. On the List tab, select the report APX9010-APX9010.htm Page 13
14 11. On the Report page, select filename APX9010.htm Sample Report Page 14
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16 Withhold Payment Inquiry Purpose: Use this document as a reference for how to review all payments and associated vouchers made to withholding entities by supplier. Audience: Finance Navigation: Supplier > 1099/Global Withholding > Review > Withhold Payment 1. Select multiple range of suppliers by Supplier ID or Supplier Name. 2. Select range of payment dates using From Date and To Date. 3. Click Run. NOTE: In the Payment Details section, you will see one row for each payment. The information listed includes the Payment Method, Reference and Amount, voucher number, and remittance information. In order to see additional rows, simply use the page forward button. If you want to search a different set of criteria, it is best to reset all of your search criteria and reenter it by using the Reset Criteria button. Page 16
17 Withholding Sent File (WTHD_SENT) Process Purpose: This process records all the data in the file you have sent in the Withholding Sent tables (PS_WTHD_SENT_DTL and PS_WTHD_SENT_HDR), and deletes the data from the Withholding to Send tables (PS_WTHD_TO_SND_DTL and PS_WTHD_TO_SEND_HDR). Audience: Finance/Accounting Navigation: 1099/Global Withholding > 1099 Reports > Withholding Sent File Note: Do not run this process until you have sent your file to the IRS and received confirmation of successful transmission. The system uses this information when creating correction or replacement files. 1. Enter info into Request ID and Description. 2. Process Frequency set to "Always". 3. Enter info into Control ID. (This is the Control ID that you have used through the current 1099 year's processing i.e., WA170_2015). 4. Click Run. 5. Click Save. Page 17
18 Withholding Supplier Update Purpose: The Withholding Supplier Update process is used to change Withholding applicability, entity, type, jurisdiction, and/or class. Audience: Finance/Accounting Note: After completing the update, you must run the Withholding Update Process. (Example - Review the Vouchers with 1099 Flag filed, vouchers marked Y are set up for 1099 processing. Vouchers marked N are not set up for 1099 processing. If vouchers flagged N, should be Y ). Navigation: Suppliers > 1099/Global Withholding > Maintain > Update Supplier Withholdings 1. Enter info into Withholding Update ID. 2. Click Add. NOTE: When adding a new Withholding Supplier Update, the Withholding Update ID, similar to a run control, can be any character string of your choice. Once you click Add you will be taken to the Withholding Supplier Update page where you can add updates. 3. Enter Start Date and End Date. 4. Click Run. Page 18
19 5. Enter Supplier ID (same as WIthholding ID). 6. Choose Location. 7. Choose Business Unit. 8. On the New Withholding Details tab: New Withhold: choose Yes (or Y). Entity: IRS. New Type: New Class: 07. Click Save. Page 19
20 NOTE: On the New Withhold Details tab, you will enter the actual updated information for the Supplier. You can change whether the Supplier is withholding or not. You can also update the Withholding class. To update additional Suppliers, insert a new row. Page 20
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