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Administrator Guide
Last Updated: 2023-06-23
Steps: Perform 1042-S Reporting

Steps: Perform 1042-S Reporting

  • Create spend categories and spend category hierarchies for mapping to 1042-S income codes.
  • Configure account posting rules for ledger accounts that map to spend categories and spend category hierarchies for 1042-S spend and withholding.
Define 1042-S tax income codes for the spend and withholding your organization reports to the IRS for 1042-S payees.
    • 1042-S Spend
    • 1042-S Fed Withholding
    • 1042-S State Withholding
  1. You can define 1042-S income codes and map them to spend categories or spend category hierarchies.
  2. Designate 1042-S payees for your organization.
    For suppliers, investors, and ad hoc payees.