Enhanced interface

Export 1099 information

Export and create a file of your 1099 information to use with a third-party filing provider.

If you e-file with TaxBandits, you do not need to export a file.

Before you begin

Review and verify your 1099 information before you export the file. Run the 1099 report to check your 1099 setup and reporting amounts, and correct any issues before exporting.

Export the file

Select the 1099 information to include, then export the file in CSV, Excel, XML, or XSD format.

Subscription	Accounts Payable
User type	Business, Employee
Permissions	Form 1099: Run

Go to Accounts Payable > All > 1099s > Export 1099 file.
For Year ending select the reporting year.
Select the vendors or employees to include.
- Select Select all vendors or Select all employees to include all vendors or all employees.
- To include one vendor or employee, select the same vendor or employee in the From and To fields.
- To include a range of vendors or employees, select the first and last vendor or employee in the range in the From and To fields.
- Leave the From and To fields blank to include all 1099 vendors or employees.
If you have a large number of records or the report takes too long to process, run several smaller ranges. For example, you can run separate reports for A-E, F-J, K-O, P-T, and U-Z.
At the top-level, select an Entity or entity group.
How 1099 amounts are associated with an entity depends on your Accounts Payable configuration.
Set other filters as needed:
- Exclude credit card payments: Excludes credit card payments. Credit card transactions are never included on 1099-MISC forms.
- Include vendors regardless of 1099 status: Includes vendors that are no longer set up for 1099 treatment but have 1099 transactions tagged in Sage Intacct.
- Location: Limits results to a specific location.
Select the Form to print.
Set any other format options you need:
- Select Do not print vendor IDs or employee IDs to omit IDs from the output.
- Select Corrected if yours is a corrected form.
Select Export and select the file format.
Select Download the file and save to your device.

Download the stored file

If the exported file is processed as a stored report, follow the instructions below:

Go to Accounts Payable > All > Reports > My stored reports.
Find the file and select View status.
When processing is complete, use the available output option to download the file.

Next step

Provide the exported file to your third-party filing provider and complete the filing process with that provider.

Field descriptions

The following table describes each option on each field on the Export 1099 file page.

Field descriptions
Field	Descriptions
Year ending	Select the reporting year.
Select all vendors	Includes all vendors for the form selected in Form to print.
From vendor and To vendor	Includes data for a specific vendor or range of vendors. Leave both fields blank to include all vendors.
Select all employees	Includes all employees for the form selected in Form to print.
From employee and To employee	Includes data for a specific employee or range of employees. Leave both fields blank to include all employees.
Location	Appears at the entity level. Limit results to a specific location.
Entity or entity group	At the top level, limits the export to an entity or entity group. How 1099 amounts are associated with an entity depends on your Accounts Payable configuration.
Individual report	Select to have each entity or entity group on its own report page so you can view balances for each entity regardless of Federal ID. Selecting Process & Store is required for this option.
Prompt on run	Requires an entity or entity group to be entered when the stored report runs.
Exclude credit card payments	Excludes credit card payments. Credit card transactions are never included on 1099-MISC forms.
Include vendors regardless of 1099 status	Includes vendors that are no longer set up for 1099 treatment that still have 1099 transactions tagged in Sage Intacct.
Form to print	Select the 1099 form to include.
Sort by	Sort numerically by Vendor ID or employee ID, or sort alphabetically by Vendor name or employee name.
Do not print Vendor ID or Employee ID	Excludes the vendor or employee ID from the output.
Corrected	Identifies the 1099 information as corrected.