Printing 1096

Prior to printing 1096 forms, please start by Verifying 1099s.

Note: Only vendors who meet the qualifications established by the IRS are included on 1099 forms. Please see the Printing 1099 article for details.  The 1096 form is a summary of the 1099 forms.

Use the following reports located in Data Analytics Tool (DAT) -> PCR Imported category to print 1096 forms.  Please note, you will need FinanceAP Full or FinanceAP Read roles to access these reports.

[Finance] 1096 MISC - No Lines
[Finance] 1096 NEC - No Lines

Note: The reports have the same layout, the only difference is whether the report conditions are for Non-Employee Compensation (NEC), or everything else that isn't NEC.
Note: These reports are for 2020 and later due to changes to the IRS forms.  For forms prior to 2020, please use the report [Finance] 1096 - No Lines (Pre-2020).

- Open the desired report.
- Navigate to Results tab on the left.
- Click the “Mail Merge” button to download the 1096 form.
- Print the form.

These reports are year-specific.  To update the tax year:

- Open the desired report.
- Click on the Query tab on the left.
- Click on “1099 Item Totals” table.
- Specify the correct Tax Year below Table Required Parameters.
- Click Save.
 

See also
PCR Educator K-12 School Information System is an online database engineered for independent and private schools to deliver the highest level of flexibility, unique experience, transparent communication and customized design. Being a complete cloud-based solution, PCR Educator system guarantees convenient access anytime, anywhere.

Schedule Demo

School Name *
Relation to School *
select
Last Name *
Your First Name *
Your Email *
Your Phone # *