Year End 2020 Testing for AP

Hello Infor Community,

We are interested in knowing how other users are going to be testing the new 1099 NEC & MISC forms? Will you be completing a full Year End for 2020 before testing these? Do you believe that you will have to wait until after Jan 1, 2021 or will you be processing in Dec?

Thank you,

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Infor Lawson Financials Group - Discussion

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unknown

Hi Bobby, I use one of our development area to test this week. I like to be ahead of the game if there are issues.

jreese

We just installed the updates on our Development environment and did a preliminary test to make sure the Year End jobs process with no errors, which happily it did. We will move it to our Test environment with the most current data and do a full test with the users. We will do that before the end of the year.

unknown

Hi, It's my first year testing 1099s in Lawson. The 1099 patch is added, but I am not seeing a Reporting Type for NEC. Can you please tell me if we have to add that or if it was there when you did testing? I don't find Reporting Types in the AP User Guide to know. Thanks

unknown

Hi, this is Mary from Infor Lawson FIN Support. If you are on application version 10, you would need to be using AP146 for either printing 1099 forms or using the Electronic version (Filing Option = P is to print, Filing Option = E is for Electronic). If you are on app version 9.0.0 or 9.0.1, you would use AP145 for the print option and AP146 for the electronic version. You should also see the NEC tab on AP245 for all applicatoin versions (9.0.0, 9.0.1, or 10). You should also see the new form type "N" available on AP02.4 which is where you set up your income codes for the form they are to be used for and which box the amounts should go to.

If you have additional questions, please open an incident with Fin Support.

unknown

If you submit under 250 forms, you have to option to “print” and send to the IRS. That’s where we would use AP146. That is not applicable to us since we have way more than 250. So, we opt for Electronic.

However, we still have to create forms to send to our vendors so they can file their taxes. My question is where do I do this now for 1099 NEC? There is no option in AP145

unknown

NEC is a new tab on AP146, do I need to create 2 different jobs? 1 for 1099MISC to file with the IRS and the other 1099NEC to file or will it all be one job, one filing?

unknown

What is your application version? If you are on app version 10, you would need to use AP146 and select Filing Option P for Print. The AP145 program has not been updated since 2018 in app version 10 because AP146 allows both printing option and electronic option. If you have further questions, please open an incident with Infor Lawson Fin Support.

laura-patenaude

Hi Jeff - are you saying you did NOT have to recreate any of your jobs? Our AP manager is overwhelmed by all that is going on. She was told that all her jobs would need to be deleted and recreated. Also - she is wondering if anyone else has done an MS Addins update to AP45 to update the Income Codes on the vendors/invoices that need to be updated? She is thinking she just needs to run AP245 to get a list of all the invoices that will be impacted and then create an AP45 addins template to update those invoices. She is also concerned about the fact that they have ALWAYS had a 4 position income code and wonder if there is going to be any issues with Addins changing it to a 3 position code (possibly not clearing the 4th characters that is currently there)? I hope you don't mind me jumping onto your post but these seemed like the best place to post my questions for her. I told her I would reach out since she is tied up with doing the analysis and working on how to test everything that needs to be done by this Friday in order for us to get the changes into production so she can file everything on time. Thanks in advance. If she doesn't have to recreate all her jobs that will be a big plus for her.

unknown

Hi, this is Mary from Infor Lawson FIN Support. Our recommendation is to always create new jobs after the release has been loaded - so create new jobs from scratch from a blank AP146 and AP245 screen as an example. Do not try to inquire on an existing job and then re-populate the fields with new information. I also would recommend thoroughly reviewing before/after if you try to create an Addins template for AP45 to update the income code. We found in testing that the AP45 template we had tried to create did not work as expected and updated the reportable amount (which was unexpected because the field wasn't even part of the template). An alternative way instead of updating the Ap45 records to change the income code is to simply update AP02.4 for your existing MISC income code to change the type from M to N and the box from 7 to 1 which would then direct all of the reportable amounts to go to the 1099-NEC form box 1. If you have further questions on creating job names, using AP02.4 to update the income code, or anything else concerning 1099 processing, please open an incident with Infor Lawson FIN support.

unknown

If you would to contact me, I can provide the relevant .dme, and uwf for AP45.1, and don't forget AP10

Peter.Barnes@HCAHealthcare.com

unknown

Just as a note, we found in testing that the AP45 template we had tried to create did not work as expected and updated the reportable amount (which was unexpected because the field wasn't even part of the template). If you can get it to work correctly on your system, I would recommend making sure that you check before/after results on AP45 to make sure you did not have anything besides the income code getting changed as we found unexpected results when using an upload.

unknown

Hi, we had found out that clients were getting an AP45 upload template to work by also adding a column for Reportable Amount, and I tested a new template and then got it to work when I included the reportable amounts in a column. We highly recommend if anyone though is trying to use Addins that they test it thoroughly on their test system to ensure they get the results they want.

Thank you.

unknown

Hi Peter, I emailed you on Wed, but if it's easier to go through this portal, I would definitely appreciate any info you have on the mass updates for AP10.1 & AP45.1. jdiangelis@telecarecorp.com Thanks!

unknown

Historically, we have completed our 1099's using a custom job. With this change, we will have to use Lawson's standard process. Can anyone direct me to a location where we can determine the appropriate steps to successfully print 1099's. Is it in the AP user guide?

unknown

If you are on application version 10, you would need to use AP146 for either the print option or the electronic option. The AP145 program has not been updated on version 10 since 2018 because AP146 allows you to do either printing or the electronic version. If you are on application version 9.0.1 or 9.0.0, you would still use AP145 for printing 1099s. You can view and listen to the AP Year End 2020 Webinar as the recording and Q&A doc is attached to KB 2170787. There are many other useful KBs that can be found in the Knowledge Base by searching on "APYE2020" and "1099 FAQ" for general information pertaining to the changes for 2020 and general questions/answers for processing 1099s. If you have specific questions, please open an incident with FIN Support.

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