Form 1096

Use the following instructions to print the information for Form 1096. Before you begin these instructions, please make sure that you have entered the Tax ID that the IRS has given to your organization.From The Initial Portal of Church Windows choose Administration then choose Sys Info (System Information) and make sure that the Tax ID for your organization has been entered in the Tax ID field.


To run the report:

  • Click Reports/Export in the Button Bar at the top of the screen.
  • Click the Tax button.
  • Click the Form 1096 option.

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  • Much of the information needed for Form 1096 is already stored by the system. The remaining information is entered on this screen.
  • Choose your desired Copy Type:
    • Click the Informative option if you would like to use a blank sheet of paper to print the 1096 data, along with the structure of the tax form.
    • Or, click Government to print only the data onto the preprinted Form 1096 acceptable by the IRS.
  • Type the Name of the person to contact and the contact Email, the Total number of Forms, and the Total amount reported with this Form 1096 in the boxes provided.
  • Click the box to place a checkmark checkmark if there is an Entry in box 7 on 1099.
  • If you find that you must adjust the Vertical or Horizontal positioning of the tax form data, you can place a number between -0.5 and 0.5 in any of the Offsets boxes on the Options tab.
    • The default positioning for each (vertical or horizontal) is 0.
    • Placing a negative number moves the printable tax data that many inches towards the left (Horizontal) or below (Vertical) its default positioning.
    • Placing a positive number moves the printable tax data that many inches towards the right (Horizontal) or above (Vertical) its default positioning.
  • If you wish to change the font style of the text on the form, click the Body Text button located on the Fonts tab tab.
    • Make your selections and click OK.
    • A sample of the changes you made will show next to the Body Text button.
    • If you wish to change the font style back to its original state, click the Reset to Default button.
  • Once you have made all of your selections, click Print to view a Print Preview and then proceed in sending the file to your printer. You can also Export most reports and/or Send via Email as a file to be used outside of Church Windows.