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Trust Account - 1099 Forms

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Marek Modzelewski Posted: Fri, May 14 2010 10:52 AM

After paying a bill directly from trust account to a vendor, is there any way to enter TIN number so that 1099 form can be generated at the end of year? I know there is a way when entering a new vendor in the system and paying out of general account but trust account is the unknown. Thank you.

Marek Modzelewski
Kennedy Lillis Schmidt & English
New York, NY
PCLaw Version 10.01b Windows XP PCLaw user: Beginner

Top 10 Contributor
Posts 544

In system settings - DATA tab - you can select "show vendors in paid to pop up help".  Once this is activated, you can choose a vendor while in the Paid To field on the check by double clicking.  When you do this on a general check, it will then open a box for invoice number, etc. and adds that check to the vendor file. 

In Trust checks you don't get the box for invoice number, but I believe it adds it to the vendor file.  Don't have to test, but worth a try. 

We have been asking for this function as we often need to pay vendors through the trust.  So send your requests to PCLaw for this feature. 


Pat Cunningham, PCLaw CIC, Time Matters CIC

C & S LegalTech Consulting Group, LLC

Birmingham, AL

(205) 647-1850

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