As of 2019, there is a new field on the 1099-PATR form - Qualified Payments
The General Consensus from Auditors has been that this is the total of Box 1. Patronage Dividends and Box 3. Per-Unit-Retain Allocations
But be sure to check with Auditors to see if your business needs this data and what number it should be.
This is the LAST process before printing 1099-PATR forms.
The Qualified Payment field is stored with the rest of the Pass Through Credits.
AGRIS does not auto fill this field.
We have two options to fill in this data:
1. Import the data into the field
AGRIS > Reports > Import Procedures > Comma Separated Import File Import > Select File > Import
2. Manually Key it via Account Balance Inquiry > Edit Function
Qualified Payment Calculation Import Report.
Note that this report will add box 1 (patronage refunds) and box 3 (per unit retains) into a single figure. This means you need to have patronage and per-unit-retains done BEFORE running this report.
PAT > Report Manager > Advanced Reports > Standard
Select QUALIFIED PAYMENT CALCULATION IMPORTKey in the date range for the tax reporting year.
The report creates an AGEXPIMP.CSV file with the Qualified Payments Calculated.
Columns E through T are there so you can do verifications of the total calculated for Column D
