How To - Use Word to create 1099b for members
Posted by Bruce Kamm on January 25 2010 04:59 AM

You can easily create custom 1099b's to email, fax or mail to your members using Microsoft Word or any other document management program that has Mail Merge. Just follow these few steps:

On, click Reports > Accounting, 1099b. Then select Excel (csv), click Generate and your 1099b data of barter sales for each member will display.
  1. Copy and paste the data into a Word file, save the file and remember the name of the file.
  2. Create a letterhead in Word. Add your logo, mailing address and other relevant details.
  3. Copy the following text into the body of the letter. You can change the words and position of the field names but don't change the field names.



«City», «State» «Zip»


1099B Tax Notice

Account Number: «Account_No»


January 25, 2010

Dear Member,

The following amount representing your 2009 total barter sales is being reported to the IRS on Form 1099b: «Total_Sales»

The TIN we have on file for you is: «Fed_IDSSN»

Your Corporate name or IRS tax filing name is: «Legal_Corporate_Name»

If the TIN or Corporation Name is incorrect or you have made a corporate change, please call our offices ASAP: Add phone number here.


Thank you.


Exchange Name

Client Services


Finally, using Word, use Mail Merge and follow the directions to merge the data fields from your CSV file onto your 1099b letterhead template. The end result should be individual doc files that you can print and mail.
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