Purge Work File

Menu Path: Fund Accounting > Periodic Routines > Periodic Processing > 1099 Processing > Purge Work File

After printing the 1099 forms, use this option to purge past work files. Since more recent records may be needed in case of problems with the 1099 forms, we recommend retaining work file records for at least one year.

Back up the database before running this option. Once files are purged for a specific year, the 1099 forms cannot be generated for that year again.

Purge the 1099 Work Files

Complete the following steps:

1. Select the Purge Work File page.
2. In the Tax Year field, enter the tax year of the 1099 records to purge.
3. Click OK. If the year selected includes work file records, a confirmation dialog displays.
4. Click Yes. When processing is complete, the system displays a status showing the number of records deleted.
5. Click OK.