Run the 1099 report
Related information
Related topicsRun the 1099 report to review reportable amounts before printing or filing 1099 forms.
Before you begin
Verify that:
Vendors and employees are configured for 1099 treatment.
Vendors and employees are assigned the correct 1099 form and box.
You have permission to run 1099 reports.
To verify information, create a custom list view on the Vendor or Employee list. Include the columns Form 1099 type, Form 1099 name, and 1099 name.
Run the 1099 report
Run the 1099 report in Accounts Payable.
| Subscription | Accounts Payable |
|---|---|
| User type | Business, Employee |
| Permissions | 1099 reports: Run |
Go to Accounts Payable > All > Reports > 1099 > 1099 report.
Select a reporting period in the Time period section.
You can Select all or define a range of vendors or employees using the From and To dropdowns.
You can Group by Vendor and employee, 1099 category, or None. Items are sorted in alphabetical order.
Determine which transactions to include based on the 1099 form type.
Select what type of Transaction information to include.
Select to include Only 1099 transaction information, Non-1099 transaction information, or Show all transactions for the selected vendors or employees.
If you’re running the report at the top level of a company configured to Issue a separate 1099 per entity, select an Entity or entity group.
1099 amounts appear based on your Accounts Payable configuration:
If Generate separate 1099s by paying entity is not selected, amounts are associated with the billing entity.
If Generate separate 1099s by paying entity is selected, amounts are associated with the paying entity based on the bank account from which the payment was made.
The currency is determined by the entity location. Select Prompt on run to require an entity or entity group to be selected before the report runs.
- Depending on how much information you want to include, select either Summary or Detail.
What information appears in Summary or Detail mode?
Optionally, select to Exclude credit card payments.
By default, credit card payments appear on the report for all forms except the 1099-MISC. To tie out your 1099-MISC form with the 1099 report, select this option.
Optionally, select to Include bills paid with credits or advances.
To tie out your 1099-MISC form with the 1099 report, select this option.
Sort numerically by Vendor ID or Employee ID or alphabetically by Vendor name or Employee name.
Select View.
Generate results that match printed 1099-MISC forms
By default, credit card payments and bills paid with credits or advances appear on the report for all forms except the 1099-MISC.
On the 1099 report, select Exclude credit card payments.
Select Include bills paid with credits or advances.
Run the report.
For additional guidance, see Tie out the 1099 report with 1099 forms.
Next steps
After reviewing the report, you can:
Print forms manually or electronically file with our trusted partner, TaxBandits.
