PRO Financial 1099 Processing

This is a group internet-based training event. If you wish to earn CPE credit, NASBA requires an individual registration and internet connection for each participant.

Objective
Develop or enhance a working knowledge of generating 1099 data for export using PRO Financial.

Agenda

• Explain the process of setting up and preparing Federal Reporting information using Export functionality in the PRO Financial Accounts Payable module.
• Step-by-step instructions on how to set up vendors as 1099 vendors and create the 1099 business rules for data export.
  
• Learn how to maintain the 1099 maps within PRO to export to outside federal reporting applications (examples: StoneRiver PTE Federal Reporting System, Convey Compliance).

Intended Audience Personnel responsible for generating 1099s for their company. No prerequisites, basic understanding of PRO Financial required. Advance Preparation: None.

Estimated CPE Credit
1 credit hour