The Company Setup Wizard will display the first time you run the Forms Viewer.
Company Federal Employer Identification Number (FEIN)
- Review the FEIN number. If it is incorrect, the cancel the wizard and go back into CDM+ Payer Records window to correct.
- If it is correct, click Next.
Company Information
- Review the information in this window carefully. If any of the information is incorrect, then you can make the change here. Please be aware that those changes will not be reflected in CDM+. You should make the changes to CDM+ when you are done printing your 1099-NEC forms.
- When the information is correct, click Next.
Tax Preparer Type
- Select the appropriate radio button.
- Click Next.
State and Local Tax Items Window
Nothing is needed for this window.
- Click Next to begin the review process.
Video of the 1099 Setup Wizard
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