The IRS requires that payments to individuals above a certain amount within the calendar year be reported using a 1099 form. In this session, you will learn how the 3E 1099 Generator assists with collecting data needed to produce the 1099 forms. Additionally, reporting features are reviewed to ensure capture of the appropriate data stored in 3E. 3E integrates with Greenshades to produce the 1099 forms.

Educations Services is pleased to announce that we will be hosting a session for clients to understand the reporting and general processes for 1099 forms, as follows:

  • IRS 1099-MISC Categories
  • 1099 Forms: - MISC, NEC
  • Electronic Filing
  • 1099 Activity and Data Collection
  • 1099 Dashboard
  • Step by Step: 1099 Processing
  • Basic Troubleshooting
  • 1099 Resources
  • Greenshades Integration

Training Dates & Registration:

Date:  Tuesday, December 12, 2023

Time: 11:00 am – 12:30 pm EST

 

Call to Action: 

Register for a Training Session!

  • Click here to open the registration site for the 1099 sessions.
  • Select the 1099 Training Session.
  • Scroll down to navigate to the Calendar.
  • Select December by using the scrolling arrows at the top of the calendar.
  • Click on the date & available session time.
  • Enter your Details including:
    • Full Name, Email Address, and Firm Name.
  • Click “Book” to confirm your registration.

 

Upon completion of the 3E 1099 session, you will be able to:

  • Locate IRS Rules and Deadlines.
  • Identify the1099 applications and its main components.
  • Explain how 1099 data is created within 3E.
  • Run reports to verify 1099 data.
  • Generate the1099 information needed for the Greenshades integration.

In addition to the training, Education Services will update Knowledge Base Article TR-20008

3E 1099 Overview Training - 2022 (V) with the recording.  An announcement will be made once the latest article is available.

Tip: To quickly locate Knowledge Base articles, search by the title above or use the article number without the TR- (dash) characters.

If you have any questions, please contact the Education Services Team at Legal Professional Education Services Team at legal.professional@thomsonreuters.com.

 

Regards,

Legal Professional Education Services Team