1099-MISC CLASSIFICATION WORKSHEET
Payment year:
Payer:
Source export/date:

PAYMENT GROUP
Recipient internal key:
Payment references and total:
Underlying purpose:
Agreement/invoice reference:
Recipient classification source:
Payment mechanism and evidence:

REVIEW
Proposed form and box:
Applicable threshold/year:
Exception considered and result:
Gross amount reviewed:
Actual federal withholding:
Unresolved amount and question:
Rule/source used:

CONTROL TOTALS
MISC box 1:
MISC box 2:
MISC box 3:
MISC box 6:
MISC box 10:
Other MISC fields:
Routed to NEC or another form:
Channel-separated/excluded:
Unresolved:
Total reconciled to export:

Reviewer/date:
Generated-return comparison completed: