Set up 1099 vendor and employee information

If multiple vendors use the same default 1099 form and box, you can create a 1099 vendor type and assign it to the applicable vendors.

Go to Accounts Payable > All > Vendors and Add or Edit the vendor.
Enter or review the Name and a Print as name.
On the Additional information tab, enter a 1099 name if the name that should appear on the 1099 form differs from the Print as name.
By default, the Print as name prints on the 1099. If you enter a 1099 name, both names print, with the 1099 name above the Print as name. If the names are the same, only one name prints.
Select 1099 eligible.
Select Save.
The Form 1099 information with default box window appears.
Select the appropriate Form name.
Select the appropriate Default 1099 box.
If you're setting up a vendor at the top level and you're configured to issue separate 1099s per entity, select an Entity.
If applicable, enter Initial values for year from your previous accounting system.
Learn more about initial values.
Save the Form 1099 information.
On the Contact list tab, select the 1099 contact whose mailing information should print on 1099 forms.
If you use a 1099 contact, the "Print as" name from the contact prints on the 1099 instead of the "Print as" name from the vendor record. If the vendor has a "1099 name", that prints above the "Print as" name from the contact. If the names are the same, the name only prints once.
Save the vendor record.

If multiple employees use the same default 1099 form and box, you can create a 1099 employee type and assign it to the applicable vendors.

Go to Time or Expenses > All > Employees and Add or Edit the employee.
Enter an Employee ID and 1099 name as it should appear on tax forms.
Select 1099 eligible.
Save the employee record.
The Form 1099 with default box window appears.
Select the appropriate Form name.
Select the appropriate Default 1099 box.
If you're setting up an employee at the top level and you're configured to issue separate 1099s per entity, select an Entity.
If applicable, enter Initial values for year from your previous accounting system.
Learn more about initial values.
Save the Form 1099 information.
On the Contacts tab, enter 1099 contact information to determine the mailing information to print on 1099 forms.
If the employee has a "1099 name", that prints above the "Print as" name from the contact. If the names are the same, the name only prints once.
Save the employee record.

Add filters or sorting as needed to identify the records you want to review. For details, see Create a custom list view to review 1099 vendor or employee information.

The name and address that print on a 1099 depend on the Print as, 1099 name, and 1099 contact for the vendor or employee.

The mailing address comes from the designated 1099 contact when one is used.
By default, the "Print as" name on the vendor or employee record appears on the 1099.
If a "1099 name" is also defined, it appears above the "Print as" name.
If the vendor or employee has a different "1099 name" than the "Print as" name, the 1099 name prints above the contact name. If the names are the same, only one name prints.
If you designate a 1099 contact, the contact's "Print as" name replaces the "Print as" name from the vendor or employee record.

To change	Where to go
To change	Vendor	Employee
Name or Print as name	Vendor record	Employee record
1099 name	Vendor record > Additional information	Employee record
Form 1099 with default box	Vendor record > Additional information > Form 1099 information	Employee record
1099 contact	Vendor record > Contact list	Employee record > Contacts > 1099 contact
Name and address associated with the 1099 contact	Company > Contacts > Add or Edit	Company > Contacts > Add or Edit

Field	Description
Form name	Assigns the default 1099 form for the vendor or employee. Transactions created for the vendor or employee use this form by default.
Default 1099 box	Assigns the default reporting box used to track payments.
Other Form 1099 boxes	Depending on the selected form and default reporting box, additional fields can appear. Complete the fields that apply to your reporting requirements. Some forms require information that's not tracked on transactions and must be entered separately.
Entity	If you're setting up a vendor or employee at the top level and you’re configured to issue separate 1099s per entity, select an entity.
Initial values for year	Enter historical year-to-date amounts from a previous accounting system. These amounts are included in 1099 totals for the selected year. Learn more about initial values.

Set up 1099 vendors and employee information