Getting ready for Year-End 2023: Microsoft Dynamics GP and the Latest 1099 Form Enhancements

Getting ready for Year-End 2023: Microsoft Dynamics GP and the Latest 1099 Form Enhancements

As the year draws to a close, your team may be in the midst of preparing for the 2023 year-end, so let’s dive straight into what has changed and what to expect for Microsoft Dynamics GP.


Significant Improvements in 1099 Form Printing

Continuing from the introduction of printing the 1099-NEC form with lines and boxes on blank paper last year, Microsoft Dynamics GP has further streamlined the process for 2023 to include all types of Payables 1099 forms. This means no more hassle with pre-printed forms or alignment issues!


Upcoming Requirement: 1099 Electronic Submission

With the IRS mandating electronic filing for 1099 forms from 2024, it’s crucial to stay ahead of the curve. Although Microsoft Dynamics GP did not integrate this feature directly, there are plenty of viable and affordable electronic filing options available, both by the IRS as well as those popular among Dynamics GP users:



Enhanced 1099 Reporting with ‘SQL View’ for SmartList

Responding to your requests, Microsoft has introduced a ‘SQL View’ for 1099 forms, allowing users to view and verify 1099 information in Smartlist. This addition is particularly useful for ensuring accuracy in your reports and streamlining the process of generating data for electronic filing. For instructions on using this feature, visit: KB 4014658 –How to create a smartlist designer report using a SQL View.


For the 1099 Script for “SQL VIEW”:  (currently for the 2022 year forms – to be updated when the 2023 changes are available), visit the Dynamics 365 Community blog here.


As we wrap up this year, we hope these updates to Microsoft Dynamics GP will set you up for a smoother, more efficient year-end closing. And feel free to contact our Business Success Desk if you have any questions. Remember, being prepared is the key to a stress-free year-end!


This content has been adapted from a Microsoft Dynamics GP blog post to keep our customers informed about the latest developments.


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Steve’s been with SMB Suite since 1998 and has been involved with nearly every aspects of the Company’s business as a strategist, professional services executive, cloud solutions architect, and senior consultant. In his current role, Steve is responsible for SMB Suite’s revenue and oversees the execution of ERP, CRM and BI projects for customers across a broad range of industries. Steve combines his expertise in MS Dynamics GP, CRM and other Microsoft products with a strong foundation in accounting and business to identify gaps and streamline customers’ processes. Prior to co-founding SMB Suite, Steve was previously Corporate Controller for MEHLE Behr and, prior to that, Audit Senior for Ernst & Young. Steve holds a Bachelor of Business Administration degree from the University of Texas at Arlington.

Jeremy is responsible for SMB Suite’s technology vision, strategy and implementation and is the architect of the Company’s Dynamics Cloud Platform. Highly adept in every facet of managed services, ERP systems and e-commerce platforms, Jeremy’s expertise spans the implementation and support of business and financial software solutions, as well as the customization and integration of SMB Suite’s cloud ERP technology stack. He holds numerous Microsoft and industry-related certifications, and was primarily responsible for designing the Company’s progressive business services platform in the early days of the Cloud. Prior to SMB Suite, Jeremy served as the financial analyst, systems administrator, and information systems liaison for a $2 billion financial services corporation.

Monty is responsible for SMB Suite’s day-to-day operation and, most importantly, its customers. As a leader, motivator and mentor, Monty creates loyal high performance teams willing to “walk through walls” to accomplish their goals. Prior to SMB Suite, Monty served as President of The Bradshaw Group (TBG), a global distributor, manufacturer, and repair facility for digital printers. In this role, he was the Company’s ambassador to its most important domestic, European and Latin American customers and TBG achieved a best-in-class Net Promoter Score of 74 for its superb customer satisfaction. Prior to TBG, Monty served as the General Manager of Sam’s Clubs three highest grossing U.S. stores and was named Regional Operator of the Year in 1999. Monty holds a BBA in Marketing from Texas Tech University and is an active member of Business Navigators. He has been active in Vistage International, Executives in Action, the Dallas/Fort Worth Retail Executives Association, as well as, A.P.I.C.S., the leading professional association for supply chain and operations management. Monty also volunteers with Hunger Busters and ManeGait, a therapeutic horsemanship organization.

David is a proven financial and information technology professional with expertise in providing business accounting software and computing solutions. He began his career by starting and managing a successful independent consulting practice for several years. He then launched the local systems consulting unit of Ernst & Young’s Entrepreneurial Services Group, leading the office into the hi-tech consulting arena. After successfully developing the unit for Ernst & Young, David founded NextCorp (which became SMB Suite in 2013) to serve the business software needs of clients throughout the US. David has made SMB Suite one of the best cloud ERP providers in the industry. In addition to being a successful entrepreneur and leader, he is a software and technology specialist, holding certifications in various Microsoft and other technologies.