---
title: "1096 Printable Form"
slug: "1096-printable-form"
description: "Print the 1096 transmittal form summarizing all 1099 forms filed by a legal entity, including EIN and total amounts."
updated: 2025-08-26T17:00:03Z
published: 2025-08-26T17:00:03Z
canonical: "docs.restaurant365.com/1096-printable-form"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 1096 Printable Form

The 1096 Printable Form provides all 1096 information, which can be printed on a 1096 pre-printed form and filed with the IRS.

---

## Important Note on Printing

When printing this form, ensure to update the following printer settings:

****Adobe****

When printing from Adobe, the 'Page Sizing & Handling' should be set to 'Actual Size.'

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-XH9VQDAP.png)

****Chrome****

When printing from Chrome, 'Scale' should be set to 'Default.'

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-V8DK2J8L.png)

---

## Navigation

The My Reports search bar can be used to search R365's entire catalog of reports.

1. Open the **Reports** app.
2. Navigate to **My Reports**.
3. Enter all or part of the report name in the **search bar**.
4. The **Results** tab will open with the list of search results.
5. From beneath the report name, click **Run** to run the report with the selected report view. -OR- Click **Customize** to adjust the report parameters and run the report.

![Overview of report options in Restaurant365 with highlighted run and customize buttons.](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/report.png)

---

## Report Parameters

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-R8PDWJDQ.png)

| **Field/Column** | **Description** |
| --- | --- |
| **Year** | The year that the 1096 report is ran for. This field is defaulted to the current year. |
| **legal entity** | A listing of all legal entities. Only one legal entity can be selected. |
| **Form Type** | The type of 1099 tax form indicated as being filed. Only one form can be selected. Options include: - 1099-MISC – miscellaneous income - 1099-NEC – nonemployee compensation - 1099-INT – interest income |
| **Threshold Amount** | The dollar value that triggers the requirement to fill out a required form. Ex. A $600 minimum value required for a 1099-NEC. |
| **Download Button** | This downloads the form. |

---

## Report Details

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-OEHEFGUD.png)

| **#** | **Field/Column** | **Description** |
| --- | --- | --- |
| **1** | **Filer's Name** | The legal entity's name. |
| **2** | **Filer's Street Address** | The legal entity's address. |
| **3** | **Filer's City, State, and Zip Code** | The legal entity's city, state, and zip code. |
| **4** | **Name of Person to Contact** | The legal entity's name. |
| **5** | **Telephone Number** | The legal entity's phone number. |
| **6** | **Box 1 Employer Identification Number** | The legal entity's tax ID. |
| **7** | **Box 3 Total Number of Forms** | The number of forms being submitted. |
| **8** | **Box 4 Federal Income Tax Withheld** | The sum of Box 4 from all 1099 forms being submitted. |
| **9** | **Box 5 Total Amount Reported With This Form 1096** | The sum of the following boxes, depending on the selected form type: - **1099-MISC** – Boxes 1, 2, 3, 5, 6, 8, 9, 10, and 14 - **1099-NEC** – Box 1 - **1099-INT** – Boxes 1, 3, 8, 10, 11, and 13. |
| **10** | **Box 6 The 1099 Form Type That This 1096 Form Is in Reference To** | This marking will reflect the 1099 form type selected in the report parameters. |

An organization or company configured in R365 that represents a distinct legal and tax-reporting unit. Legal entities contain one or more locations and define how financial and operational activity is grouped, reported, and filed.