Form 1096 Annual Summary and Transmittal of U.S. Information Returns

  • 6 January 2023
  • 1 reply

Has there been any update that will let us print the 1096 form in Acumatica? This form is used in conjunctions with Form 1099 filed with the IRS. The only topic I can find was from 2 years ago, but the links for help lead to a topic that is unrelated.


Best answer by BethKesser24 10 January 2023, 19:09

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Form 1096 is a cover sheet used to MAIL (vs electronic submission) of forms for reporting non-employee income to the IRS.  However, if a customer has 250+  of any type of tax doc, then electronic tax submission is required and Form 1096 is not required.  We have marked this request for FUTURE CONSIDERATION, but it is a lower priority on the roadmap, because we want to encourage our customers to use electronic tax submission vs paper.


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