1096 Summary Report for Patriot Software

The 1096 Summary Report is a preview of information that will be printed on Form 1096, which is a summary of all 1099s you have issued. This report is helpful at the end of the year to confirm that all payments have been properly reported in the correct boxes on Form 1099.

To preview each vendor’s individual 1099, see 1099 Summary Report.

Reports >  1099 Contractor Reports > 1099/1096 Summary.

• Select the “1096 Company Summary” Report.
• Select the tax year, and click Run Report.
• If you need to make changes to the amounts shown, you can make additional payments or update the vendor payment history to include payments that you made outside of Patriot Software.