---
id: video/WI_3mjpQ2JU
type: video
title: "What's New: Automated IRS1099 Reporting (2024 release wave 1)"
summary: "Redesigned US-only 1099 reporting app in Business Central (2024 release wave 1): multi-year IRS setup, document-based 1099 forms, PDF copy substitutions, email delivery to consenting vendors, and legacy data transfer. Direct electronic filing to the IRS is announced for later minor releases, not included at first."
tier: official
language: en
tags:
  - 1099 reporting
  - irs integration
  - us tax forms
  - vendor setup
  - electronic filing
  - pdf copy substitution
  - feature management
  - data migration
  - form configuration
  - printing
  - email delivery
  - tax compliance
system: finance
review:
  state: reviewed
  by: opus
  at: "2026-10-07T23:10:50.862Z"
  flags: []
generated:
  at: "2026-10-07T23:10:50.909Z"
  pipeline: 0.2.0
  prompts:
    extract-video: 1
    summarize-video: 2
  input_hash: 4022b3deb8fdfb4a3672ea966afb11897396925a3fc3f90427a553cad3fbb32e
evidence:
  - kind: video
    url: https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=817s
    title: "Electronic Filing through IRS Platform: announced"
    date: "2024-04-04T13:30:14.000Z"
    commit: null
    t: 817
    quote: this black box uh connection with uh IRS through Iris uh portal will come in next few minors
  - kind: video
    url: https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=97s
    title: "What's New: Automated IRS1099 Reporting (2024 release wave 1)"
    date: "2024-04-04T13:30:14.000Z"
    commit: null
    t: 97
    quote: form 1089 is one of several IRS text forms used as a mention only United States uh 1089 form is recorded entity or person
  - kind: video
    url: https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=157s
    title: "What's New: Automated IRS1099 Reporting (2024 release wave 1)"
    date: "2024-04-04T13:30:14.000Z"
    commit: null
    t: 157
    quote: this is something what we had earlier let's say we still have this inside the BS Centra but this is old feature and now
  - kind: video
    url: https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=507s
    title: "What's New: Automated IRS1099 Reporting (2024 release wave 1)"
    date: "2024-04-04T13:30:14.000Z"
    commit: null
    t: 507
    quote: now we have IRS setup with different periods so you can have different setups for one year another year next year so you do
  - kind: video
    url: https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=548s
    title: "What's New: Automated IRS1099 Reporting (2024 release wave 1)"
    date: "2024-04-04T13:30:14.000Z"
    commit: null
    t: 548
    quote: when we go to the next stage to review you can much easier review earlier
  - kind: video
    url: https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=630s
    title: "What's New: Automated IRS1099 Reporting (2024 release wave 1)"
    date: "2024-04-04T13:30:14.000Z"
    commit: null
    t: 630
    quote: even now uh you could print only if you have up to 10 uh reports per year so this is a really small number
  - kind: video
    url: https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=817s
    title: "What's New: Automated IRS1099 Reporting (2024 release wave 1)"
    date: "2024-04-04T13:30:14.000Z"
    commit: null
    t: 817
    quote: irs through iris uh portal will come in next few minors uh now i cannot promise exactly uh date
  - kind: video
    url: https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=817s
    title: "What's New: Automated IRS1099 Reporting (2024 release wave 1)"
    date: "2024-04-04T13:30:14.000Z"
    commit: null
    t: 817
    quote: this black box uh connection with uh IRS through Iris uh portal will come in next few minors
  - kind: video
    url: https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=837s
    title: "What's New: Automated IRS1099 Reporting (2024 release wave 1)"
    date: "2024-04-04T13:30:14.000Z"
    commit: null
    t: 837
    quote: it will be before your reporting period because now we have more than enough time to have everything ready for end of year
  - kind: video
    url: https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=869s
    title: "What's New: Automated IRS1099 Reporting (2024 release wave 1)"
    date: "2024-04-04T13:30:14.000Z"
    commit: null
    t: 869
    quote: this is only one way process so once you start you have first to choose data transfer and data transfer will uh offer you
  - kind: video
    url: https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=1031s
    title: "What's New: Automated IRS1099 Reporting (2024 release wave 1)"
    date: "2024-04-04T13:30:14.000Z"
    commit: null
    t: 1031
    quote: one form for is one document and you have more form boxes and it means one more for example you have miscellanous and yes
  - kind: video
    url: https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=1092s
    title: "What's New: Automated IRS1099 Reporting (2024 release wave 1)"
    date: "2024-04-04T13:30:14.000Z"
    commit: null
    t: 1092
    quote: you will not print original preprinted form by IRS so you will not order uh from IRS uh original forms anymore
  - kind: video
    url: https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=1183s
    title: "What's New: Automated IRS1099 Reporting (2024 release wave 1)"
    date: "2024-04-04T13:30:14.000Z"
    commit: null
    t: 1183
    quote: by default you can print original tetin uh your company te and your vendor team that's okay but you can use a setup to
  - kind: video
    url: https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=1244s
    title: "What's New: Automated IRS1099 Reporting (2024 release wave 1)"
    date: "2024-04-04T13:30:14.000Z"
    commit: null
    t: 1244
    quote: after you enable the feature in the feature Management in one company uh it is basically enabled for all the companies
  - kind: video
    url: https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=1501s
    title: "What's New: Automated IRS1099 Reporting (2024 release wave 1)"
    date: "2024-04-04T13:30:14.000Z"
    commit: null
    t: 1501
    quote: you have the special action that is called copy setup prom uh so once you created the period you click copy set set up
  - kind: video
    url: https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=1583s
    title: "What's New: Automated IRS1099 Reporting (2024 release wave 1)"
    date: "2024-04-04T13:30:14.000Z"
    commit: null
    t: 1583
    quote: you don't need to add all the vendors here manually as you can imagine you can have thousands of vendors
  - kind: video
    url: https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=1680s
    title: "What's New: Automated IRS1099 Reporting (2024 release wave 1)"
    date: "2024-04-04T13:30:14.000Z"
    commit: null
    t: 1680
    quote: you have the action that is called propagate uh so you choose your vendor setup uh the dates will be taken from the reporting
  - kind: video
    url: https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=1933s
    title: "What's New: Automated IRS1099 Reporting (2024 release wave 1)"
    date: "2024-04-04T13:30:14.000Z"
    commit: null
    t: 1933
    quote: this is very different from the previous experience in the previous experience you posted vend Ledger entries and then you just print the report
  - kind: video
    url: https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=2011s
    title: "What's New: Automated IRS1099 Reporting (2024 release wave 1)"
    date: "2024-04-04T13:30:14.000Z"
    commit: null
    t: 2011
    quote: based on the this field including 1099 you can understand okay so I'm going to include this code in 1099 report or I don't
  - kind: video
    url: https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=2031s
    title: "What's New: Automated IRS1099 Reporting (2024 release wave 1)"
    date: "2024-04-04T13:30:14.000Z"
    commit: null
    t: 2031
    quote: part is not implemented yet and that will be available in the one of the next releases uh but we want you to
  - kind: video
    url: https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=2072s
    title: "What's New: Automated IRS1099 Reporting (2024 release wave 1)"
    date: "2024-04-04T13:30:14.000Z"
    commit: null
    t: 2072
    quote: instead of Markus submitted action in the future releases you will have the action that is called just submit and the data will be
  - kind: video
    url: https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=2371s
    title: "What's New: Automated IRS1099 Reporting (2024 release wave 1)"
    date: "2024-04-04T13:30:14.000Z"
    commit: null
    t: 2371
    quote: we were thinking uh maybe in the future we will introduce more IRS uh things now this is not promising do not understand me
  - kind: video
    url: https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=2391s
    title: "What's New: Automated IRS1099 Reporting (2024 release wave 1)"
    date: "2024-04-04T13:30:14.000Z"
    commit: null
    t: 2391
    quote: so you will find 1089 only on a fors what is exclusively for 1089 reporting but for all others we are we kept only
links:
  learn: []
  objects:
    - object/page/10031-us
    - object/page/1801
    - object/page/26
  features: []
  topics: []
  localizations: []
  videos: []
  posts: []
  guidelines: []
video_id: WI_3mjpQ2JU
channel: yt-microsoft
source_name: Microsoft Dynamics 365 Business Central (YouTube)
url: https://www.youtube.com/watch?v=WI_3mjpQ2JU
published_at: "2024-04-04T13:30:14.000Z"
duration_s: 2569
captions: full
audience:
  - functional consultant
  - administrator
  - partner
  - developer
chapters:
  - t: 0
    title: Introduction and Form 1099 Basics
  - t: 97
    title: Form 1099 Submission Methods and Current State
  - t: 178
    title: Legacy 1099 Setup and Process Limitations
  - t: 330
    title: Problems with Print Forms and Motivation for Redesign
  - t: 427
    title: New 1099 Reporting Architecture and Document Structure
  - t: 548
    title: Review, Retention, and Scheduled Reporting Features
  - t: 670
    title: PDF Copy Substitutions and Vendor Communication
  - t: 797
    title: Delivery Methods and Future Integration Roadmap
  - t: 857
    title: Feature Enablement and Data Transfer Options
  - t: 950
    title: Form Configuration and Document Structure
  - t: 1072
    title: Printing, Delivery and Security Setup
  - t: 1203
    title: Demo Walkthrough and Assisted Setup
  - t: 1358
    title: IRS Reporting Periods and Form Configuration
  - t: 1481
    title: Reporting Period Setup, Vendor Configuration and Data Propagation
  - t: 1640
    title: Propagate Action for Vendor Form Box Changes
  - t: 1720
    title: Vendor Card Fields and Form Box Setup Integration
  - t: 1812
    title: Purchase Invoice Creation with Form Data
  - t: 1895
    title: Form Document Creation and Replace Option
  - t: 1974
    title: Form Document Details and Inclusion Logic
  - t: 2051
    title: Mark Submitted Action and Print Functionality
  - t: 2133
    title: Print Form Document with Copy Types and Email
  - t: 2214
    title: Email Functionality and IRS Form Setup Configuration
  - t: 2291
    title: IRS Setup Design and Future Considerations
  - t: 2411
    title: Community Resources and Closing Remarks
features:
  - name: Redesigned 1099 App
    status: unclear
    t: 427
    verified: false
    status_source: video
  - name: Multi-Year IRS Setup
    status: unclear
    t: 487
    verified: false
    status_source: video
  - name: 1099 Forms with Document Headers and Lines
    status: unclear
    t: 548
    verified: false
    status_source: video
  - name: 1099 Forms History and Retention Policy
    status: unclear
    t: 589
    verified: false
    status_source: video
  - name: Electronic Filing through IRS Platform
    status: announced
    t: 609
    verified: true
    status_source: video
  - name: PDF Copy Substitution for 1099 Forms
    status: unclear
    t: 670
    verified: false
    status_source: video
  - name: 1099 Layout Customization
    status: unclear
    t: 706
    verified: false
    status_source: video
  - name: Automated Email Distribution to Vendors
    status: unclear
    t: 777
    verified: false
    status_source: video
  - name: Manual 1099 Form Printing
    status: unclear
    t: 797
    verified: false
    status_source: video
  - name: Data Transfer from Legacy 1099 App
    status: unclear
    t: 869
    verified: false
    status_source: video
  - name: Default Data Setup for New Customers
    status: unclear
    t: 909
    verified: false
    status_source: video
  - name: IRS Reporting Periods with Configurable Dates
    status: unclear
    t: 950
    verified: false
    status_source: video
  - name: Form Box Configuration with Minimum Amounts
    status: unclear
    t: 950
    verified: false
    status_source: video
  - name: Vendor-Specific IRS Setup
    status: unclear
    t: 970
    verified: false
    status_source: video
  - name: Single-Form-Type Document Constraint
    status: unclear
    t: 1010
    verified: false
    status_source: video
  - name: Document Status Workflow
    status: unclear
    t: 1031
    verified: false
    status_source: video
  - name: Plain Paper Substitution Forms
    status: unclear
    t: 1072
    verified: false
    status_source: video
  - name: Configurable IRS Responsible Person Email
    status: unclear
    t: 1102
    verified: false
    status_source: video
  - name: Tax Identification Number Security Masking
    status: unclear
    t: 1143
    verified: false
    status_source: video
  - name: Flexible Form Statement Setup
    status: unclear
    t: 1399
    verified: false
    status_source: video
  - name: Editable Form Instructions Setup
    status: unclear
    t: 1419
    verified: false
    status_source: video
  - name: Adjustments Per Reporting Period
    status: unclear
    t: 1461
    verified: false
    status_source: video
  - name: Copy Setup from Prior Period
    status: unclear
    t: 1501
    verified: false
    status_source: video
  - name: Vendor Form Box Suggest Action
    status: unclear
    t: 1583
    verified: false
    status_source: video
  - name: Propagate Vendor Setup to Ledger Entries
    status: unclear
    t: 1640
    verified: false
    status_source: video
  - name: Vendor Card Form Box Fields
    status: unclear
    t: 1741
    verified: false
    status_source: video
  - name: Form Document Creation from Purchase Invoices
    status: unclear
    t: 1875
    verified: false
    status_source: video
  - name: Replace Option for Form Documents
    status: unclear
    t: 1895
    verified: false
    status_source: video
  - name: Form Document Line Details and Ledger Entry Lookup
    status: unclear
    t: 1933
    verified: false
    status_source: video
  - name: Including 1099 Field on Form Document Lines
    status: unclear
    t: 1974
    verified: false
    status_source: video
  - name: Mark Submitted Action
    status: unclear
    t: 2031
    verified: false
    status_source: video
  - name: Print Form Document with Copy Types
    status: unclear
    t: 2092
    verified: false
    status_source: video
  - name: Edit Instructions Text for Form Documents
    status: unclear
    t: 2153
    verified: false
    status_source: video
  - name: Email 1099 Forms to Vendors
    status: unclear
    t: 2174
    verified: false
    status_source: video
  - name: Configurable Email Subject and Body for 1099 Forms
    status: unclear
    t: 2235
    verified: false
    status_source: video
  - name: IRS Setup Naming Convention
    status: unclear
    t: 2352
    verified: false
    status_source: video
objects_mentioned:
  - table 1089 Setup
  - table IRS Setup
  - page 1089 Layout Setup
  - table Vendor Ledger Entries
  - page IRS reporting periods
  - page assisted setup
  - page IRS forms feature
  - other vendor form box setup
  - other vendor form box
  - page vendor card
  - other IRS forms app
  - other form documents
  - other 1099 form document
  - page IRS form setup
  - other IRS 1099 form setup
quotes:
  - t: 97
    text: form 1089 is one of several IRS text forms used as a mention only United States uh 1089 form is recorded entity or person
    check: exact
  - t: 157
    text: this is something what we had earlier let's say we still have this inside the BS Centra but this is old feature and now
    check: exact
  - t: 507
    text: now we have IRS setup with different periods so you can have different setups for one year another year next year so you do
    check: snapped
  - t: 548
    text: when we go to the next stage to review you can much easier review earlier
    check: fuzzy
  - t: 630
    text: even now uh you could print only if you have up to 10 uh reports per year so this is a really small number
    check: snapped
  - t: 817
    text: irs through iris uh portal will come in next few minors uh now i cannot promise exactly uh date
    check: fuzzy
  - t: 817
    text: this black box uh connection with uh IRS through Iris uh portal will come in next few minors
    check: exact
  - t: 837
    text: it will be before your reporting period because now we have more than enough time to have everything ready for end of year
    check: exact
  - t: 869
    text: this is only one way process so once you start you have first to choose data transfer and data transfer will uh offer you
    check: exact
  - t: 1031
    text: one form for is one document and you have more form boxes and it means one more for example you have miscellanous and yes
    check: exact
  - t: 1092
    text: you will not print original preprinted form by IRS so you will not order uh from IRS uh original forms anymore
    check: exact
  - t: 1183
    text: by default you can print original tetin uh your company te and your vendor team that's okay but you can use a setup to
    check: exact
  - t: 1244
    text: after you enable the feature in the feature Management in one company uh it is basically enabled for all the companies
    check: exact
  - t: 1501
    text: you have the special action that is called copy setup prom uh so once you created the period you click copy set set up
    check: snapped
  - t: 1583
    text: you don't need to add all the vendors here manually as you can imagine you can have thousands of vendors
    check: exact
  - t: 1680
    text: you have the action that is called propagate uh so you choose your vendor setup uh the dates will be taken from the reporting
    check: exact
  - t: 1933
    text: this is very different from the previous experience in the previous experience you posted vend Ledger entries and then you just print the report
    check: exact
  - t: 2011
    text: based on the this field including 1099 you can understand okay so I'm going to include this code in 1099 report or I don't
    check: exact
  - t: 2031
    text: part is not implemented yet and that will be available in the one of the next releases uh but we want you to
    check: fuzzy
  - t: 2072
    text: instead of Markus submitted action in the future releases you will have the action that is called just submit and the data will be
    check: exact
  - t: 2371
    text: we were thinking uh maybe in the future we will introduce more IRS uh things now this is not promising do not understand me
    check: exact
  - t: 2391
    text: so you will find 1089 only on a fors what is exclusively for 1089 reporting but for all others we are we kept only
    check: exact
---

# What's New: Automated IRS1099 Reporting (2024 release wave 1)

> Redesigned US-only 1099 reporting app in Business Central (2024 release wave 1): multi-year IRS setup, document-based 1099 forms, PDF copy substitutions, email delivery to consenting vendors, and legacy data transfer. Direct electronic filing to the IRS is announced for later minor releases, not included at first.

[Watch on YouTube](https://www.youtube.com/watch?v=WI_3mjpQ2JU) · Microsoft Dynamics 365 Business Central (YouTube) · 2024-04-04 · 42:49 · tier official · reviewed (checked by Opus)

## Overview

The video walks through the redesigned 1099 reporting functionality for the US market. It explains the limits of the old setup and print forms, then shows the new structure: IRS reporting periods, form and form box setup, per-vendor IRS setup, and 1099 form documents with headers and lines created from purchase invoices.

The demo covers enabling the feature and transferring legacy data, copying setup from a prior period, suggesting vendors for form boxes, propagating vendor setup to ledger entries, and reviewing form document lines. It then covers marking documents as submitted, printing copy types on plain paper, and emailing PDFs to vendors. Electronic submission to the IRS is not yet implemented and is expected in upcoming minor releases, with timing depending on IRS confirmation.

## Key points

- The feature is for the United States market only. Electronic filing through the IRS platform via APIs is announced for the next few minor releases, with no firm date because it depends on IRS confirmation.
- Until electronic submission exists, the Mark Submitted action is used so documents can be printed and mailed. A later Submit action is meant to replace it.
- IRS setup now has reporting periods with start and end dates and one active period. Different years can be maintained in parallel, and a Copy Setup action copies forms, form boxes, vendor setup, adjustments and statement lines from a prior period.
- The new app is enabled in feature management or the assisted setup. Enabling it in one company enables it for all companies. Moving legacy 1099 data is a one-way process and is not mapped one-to-one. New customers can instead start with default data.
- Each 1099 form document covers a single form type, for example miscellaneous and nonemployee compensation cannot be mixed. Purchase invoices get form and form box prefilled from vendor setup. Form documents are created with Create Forms from the reporting period, and the Replace option recreates them after ledger changes.
- The Including 1099 field on form document lines shows whether an amount reaches the minimum reportable amount. The Propagate action applies vendor form box setup to existing purchase documents and vendor ledger entries.
- Copy B, Copy C and Copy 2 print on plain paper as substitutions, so pre-printed IRS forms are not needed. Email delivery requires vendor consent and an email address, and the TIN can be masked to the last four digits.

## Chapters

- [0:00](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=0s) Introduction and Form 1099 Basics
- [1:37](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=97s) Form 1099 Submission Methods and Current State
- [2:58](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=178s) Legacy 1099 Setup and Process Limitations
- [5:30](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=330s) Problems with Print Forms and Motivation for Redesign
- [7:07](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=427s) New 1099 Reporting Architecture and Document Structure
- [9:08](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=548s) Review, Retention, and Scheduled Reporting Features
- [11:10](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=670s) PDF Copy Substitutions and Vendor Communication
- [13:17](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=797s) Delivery Methods and Future Integration Roadmap
- [14:17](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=857s) Feature Enablement and Data Transfer Options
- [15:50](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=950s) Form Configuration and Document Structure
- [17:52](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=1072s) Printing, Delivery and Security Setup
- [20:03](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=1203s) Demo Walkthrough and Assisted Setup
- [22:38](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=1358s) IRS Reporting Periods and Form Configuration
- [24:41](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=1481s) Reporting Period Setup, Vendor Configuration and Data Propagation
- [27:20](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=1640s) Propagate Action for Vendor Form Box Changes
- [28:40](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=1720s) Vendor Card Fields and Form Box Setup Integration
- [30:12](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=1812s) Purchase Invoice Creation with Form Data
- [31:35](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=1895s) Form Document Creation and Replace Option
- [32:54](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=1974s) Form Document Details and Inclusion Logic
- [34:11](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=2051s) Mark Submitted Action and Print Functionality
- [35:33](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=2133s) Print Form Document with Copy Types and Email
- [36:54](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=2214s) Email Functionality and IRS Form Setup Configuration
- [38:11](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=2291s) IRS Setup Design and Future Considerations
- [40:11](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=2411s) Community Resources and Closing Remarks

## Features

| Feature | Status | At | Evidence |
|---|---|---|---|
| Redesigned 1099 App | status not stated | [7:07](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=427s) |  |
| Multi-Year IRS Setup | status not stated | [8:07](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=487s) |  |
| 1099 Forms with Document Headers and Lines | status not stated | [9:08](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=548s) |  |
| 1099 Forms History and Retention Policy | status not stated | [9:49](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=589s) |  |
| Electronic Filing through IRS Platform | announced | [10:09](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=609s) | "this black box uh connection with uh IRS through Iris uh portal will come in next few minors" ([13:37](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=817s)) |
| PDF Copy Substitution for 1099 Forms | status not stated | [11:10](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=670s) |  |
| 1099 Layout Customization | status not stated | [11:46](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=706s) |  |
| Automated Email Distribution to Vendors | status not stated | [12:57](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=777s) |  |
| Manual 1099 Form Printing | status not stated | [13:17](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=797s) |  |
| Data Transfer from Legacy 1099 App | status not stated, demoed | [14:29](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=869s) |  |
| Default Data Setup for New Customers | status not stated, demoed | [15:09](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=909s) |  |
| IRS Reporting Periods with Configurable Dates | status not stated, demoed | [15:50](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=950s) |  |
| Form Box Configuration with Minimum Amounts | status not stated, demoed | [15:50](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=950s) |  |
| Vendor-Specific IRS Setup | status not stated, demoed | [16:10](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=970s) |  |
| Single-Form-Type Document Constraint | status not stated, demoed | [16:50](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=1010s) |  |
| Document Status Workflow | status not stated | [17:11](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=1031s) |  |
| Plain Paper Substitution Forms | status not stated | [17:52](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=1072s) |  |
| Configurable IRS Responsible Person Email | status not stated | [18:22](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=1102s) |  |
| Tax Identification Number Security Masking | status not stated, demoed | [19:03](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=1143s) |  |
| Flexible Form Statement Setup | status not stated, demoed | [23:19](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=1399s) |  |
| Editable Form Instructions Setup | status not stated, demoed | [23:39](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=1419s) |  |
| Adjustments Per Reporting Period | status not stated, demoed | [24:21](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=1461s) |  |
| Copy Setup from Prior Period | status not stated, demoed | [25:01](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=1501s) |  |
| Vendor Form Box Suggest Action | status not stated, demoed | [26:23](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=1583s) |  |
| Propagate Vendor Setup to Ledger Entries | status not stated, demoed | [27:20](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=1640s) |  |
| Vendor Card Form Box Fields | status not stated, demoed | [29:01](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=1741s) |  |
| Form Document Creation from Purchase Invoices | status not stated, demoed | [31:15](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=1875s) |  |
| Replace Option for Form Documents | status not stated, demoed | [31:35](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=1895s) |  |
| Form Document Line Details and Ledger Entry Lookup | status not stated, demoed | [32:13](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=1933s) |  |
| Including 1099 Field on Form Document Lines | status not stated, demoed | [32:54](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=1974s) |  |
| Mark Submitted Action | status not stated, demoed | [33:51](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=2031s) |  |
| Print Form Document with Copy Types | status not stated, demoed | [34:52](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=2092s) |  |
| Edit Instructions Text for Form Documents | status not stated, demoed | [35:53](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=2153s) |  |
| Email 1099 Forms to Vendors | status not stated, demoed | [36:14](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=2174s) |  |
| Configurable Email Subject and Body for 1099 Forms | status not stated, demoed | [37:15](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=2235s) |  |
| IRS Setup Naming Convention | status not stated | [39:12](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=2352s) |  |

## AL objects mentioned

As heard in the captions. A name that matches one object page by exact type and name links to it; the others stay as named.

- table "1089 Setup" at [3:09](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=189s)
- table "IRS Setup" at [8:07](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=487s)
- page "1089 Layout Setup" at [11:46](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=706s)
- table "Vendor Ledger Entries" at [4:49](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=289s)
- [page 10031 "IRS Reporting Periods (US)"](../objects/page/10031-us.md) at [22:38](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=1358s)
- [page 1801 "Assisted Setup"](../objects/page/1801.md) at [21:04](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=1264s)
- page "IRS forms feature" at [21:17](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=1277s)
- other "vendor form box setup" at [26:43](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=1603s)
- other "vendor form box" at [27:20](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=1640s)
- [page 26 "Vendor Card"](../objects/page/26.md) at [28:40](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=1720s)
- other "IRS forms app" at [29:01](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=1741s)
- other "form documents" at [31:15](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=1875s)
- other "1099 form document" at [32:34](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=1954s)
- page "IRS form setup" at [37:50](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=2270s)
- other "IRS 1099 form setup" at [39:12](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=2352s)

Not found in BC28-30: table "1089 Setup", table "IRS Setup", page "1089 Layout Setup", table "Vendor Ledger Entries", page "IRS forms feature", page "IRS form setup".

## Quotes

- [1:37](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=97s) "form 1089 is one of several IRS text forms used as a mention only United States uh 1089 form is recorded entity or person"
- [2:37](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=157s) "this is something what we had earlier let's say we still have this inside the BS Centra but this is old feature and now"
- [8:27](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=507s) "now we have IRS setup with different periods so you can have different setups for one year another year next year so you do"
- [9:08](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=548s) "when we go to the next stage to review you can much easier review earlier"
- [10:30](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=630s) "even now uh you could print only if you have up to 10 uh reports per year so this is a really small number"
- [13:37](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=817s) "irs through iris uh portal will come in next few minors uh now i cannot promise exactly uh date"
- [13:37](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=817s) "this black box uh connection with uh IRS through Iris uh portal will come in next few minors"
- [13:57](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=837s) "it will be before your reporting period because now we have more than enough time to have everything ready for end of year"
- [14:29](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=869s) "this is only one way process so once you start you have first to choose data transfer and data transfer will uh offer you"
- [17:11](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=1031s) "one form for is one document and you have more form boxes and it means one more for example you have miscellanous and yes"
- [18:12](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=1092s) "you will not print original preprinted form by IRS so you will not order uh from IRS uh original forms anymore"
- [19:43](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=1183s) "by default you can print original tetin uh your company te and your vendor team that's okay but you can use a setup to"
- [20:44](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=1244s) "after you enable the feature in the feature Management in one company uh it is basically enabled for all the companies"
- [25:01](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=1501s) "you have the special action that is called copy setup prom uh so once you created the period you click copy set set up"
- [26:23](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=1583s) "you don't need to add all the vendors here manually as you can imagine you can have thousands of vendors"
- [28:00](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=1680s) "you have the action that is called propagate uh so you choose your vendor setup uh the dates will be taken from the reporting"
- [32:13](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=1933s) "this is very different from the previous experience in the previous experience you posted vend Ledger entries and then you just print the report"
- [33:31](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=2011s) "based on the this field including 1099 you can understand okay so I'm going to include this code in 1099 report or I don't"
- [33:51](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=2031s) "part is not implemented yet and that will be available in the one of the next releases uh but we want you to"
- [34:32](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=2072s) "instead of Markus submitted action in the future releases you will have the action that is called just submit and the data will be"
- [39:31](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=2371s) "we were thinking uh maybe in the future we will introduce more IRS uh things now this is not promising do not understand me"
- [39:51](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=2391s) "so you will find 1089 only on a fors what is exclusively for 1089 reporting but for all others we are we kept only"

## Disclaimers in the video

- [0:17](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=17s) other: this is local topic only for the United States Market
- [13:37](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=817s) coming-later: this black box connection with IRS through Iris uh portal will come in next few minors uh now I cannot promise exactly uh date because we are waiting some confirmation from IRS
- [13:57](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=837s) subject-to-change: we are waiting some confirmation from IRS as soon as we get we will finish this part
- [33:51](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=2031s) not-in-this-release: the submission of the 109 report we want to send this electronically uh this is part is not implemented yet and that will be available in the one of the next releases
- [34:11](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=2051s) coming-later: this part will be changed instead of Markus submitted action in the future releases you will have the action that is called just submit and the data will be sent electronically to ARs
- [39:31](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=2371s) other: we were thinking uh maybe in the future we will introduce more IRS uh things now this is not promising do not understand me wrongly
- [39:31](https://www.youtube.com/watch?v=WI_3mjpQ2JU&t=2371s) not-in-this-release: we were thinking uh maybe in the future we will introduce more IRS uh things now this is not promising do not understand me wrongly

Presenters (as heard): Alexander Toic, Arthur Vel, Alexander, Arthur.