Enabling the 1099 Income Tax Type Picklist Update Feature

This Feature Console page updates the Income Tax Types picklist values used in the 1099 process by the Certinia 1099-MISC Export package.

This updates the Income Tax Type picklist values by:

  1. Removing unnecessary values from the picklists on the following objects: Account, Payable Credit Note, Payable Invoice, and Transaction Line Item.
  2. Reordering the values in the updated picklists.

Work through the steps in the order shown.

For each automatic step, click Perform. When the step has completed, the Status changes from “Not Done” to “Done”.

When you have completed all the steps, use the Status slider in the Feature section to enable the feature.

Updating Picklist Values on Record Types

If you use record types for any objects, you must manually update the Income Tax Types picklist values in each of them as this Feature Console feature does not update picklist values on record types.

For more information about how to update picklist values on record types, see the Salesforce Help.