1099/T4A Generating and User Guides
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      PSL+: 1099/T4A Step-by-Step Checklist

      To make your 1099/T4A process as smooth as possible, we’ve provided some helpful tips and a checklist to guide you through the items and steps to complete.

      Prep in Advance

      ◽ Review your data now to fix issues before the rush 

      Getting Started

      ◽ Reserve your spot today! Sign up here (www.castandcrew.com/1099) before you miss the deadline of early December, if you would like Cast & Crew to provide printing and eFiling services (note that Cast & Crew offers eFiling to the IRS, but not to the Canadian CRA) 

      ◽ After logging in, click “Start a Project” to create your separate 1099 printing projects 

      ◽ Verify all PSL users working on 1099s can access the PSL 1099 module: 

      ◽Ask your users to follow these directions to check if you have access to PSL 1099

      ◽To grant access, email PSL.Support@castandcrew.com  

      Prep Your Data

      Prepping the data is the most important step even if you decide to print and eFile on your own. 

      ◽ Read this helpful guide: 1099/T4A Printing and User Guide

      ◽Check for incorrect or missing production company name/address/tax ID 

      ◽ Check for missing Vendor Tax ID/SSN 

      ◽ Print 1099 summary reports to verify vendors are tagged

      ◽ Merge productions if needed (see the 1099/T4A Cross-Project Merge)

      ◽ Correct errors before uploading files to Cast & Crew, as our agents cannot adjust your data 

      Generate Files

      ◽ Follow the 1099/T4A Printing and User Guide for details and screenshots

      For 1099 Printing service, create these files using Print to PDF:

      ◽ Create "Summary Report" – click here for help

      ◽ Create “Paper 1099-MISC Form” & “Paper 1099-NEC Form” –  click here for help 
      ◽ If we're delivering to an office, notify your reception to not delay the printed 1099 shipment we’ll send you via FedEx – it is your responsibility to mail forms to recipients before the deadline 

      For 1099 eFiling service, create this file:

      ◽ Create 1099 “IRSTAX” file using the correct Transmitter Control Code (TCC) – click here for help 

      ◽ If you are requesting eFiling services from us, use our TCC found here (requires login) in the “General Information” FAQs 

      ◽DO NOT use our TCC code if you are NOT having Cast & Crew eFile for you – ask your tax professional for your TCC code if you are eFiling to the IRS 

      Upload Files

      ◽ Log in to the 1099 Project Center and click on “My Current Projects” at the top 

      ◽ Click the “Upload Files” button for your project 

      ◽ We’ll require your ProdCo/Project ID for billing each project – click here for help 

      Check out our complete set of PSL 1099 help articles in the PSL 1099 Help Center.