Set 1099 information on a transaction

Set or change 1099 information while you're entering or editing a transaction.

Transactions for vendors and employees set up for 1099 reporting automatically use the default 1099 form and box assigned to the vendor or employee during transaction creation.

You can:

  • Include or exclude a line item from 1099 treatment.

  • Change the 1099 form or box for a line item.

The available options depend on how 1099 transaction overrides are configured in Accounts Payable, Purchasing, or Expenses depending on where the transaction originated.

If the transaction has already been paid or you need to correct transactions in bulk, see Update 1099 treatment for an existing transaction.

Include or exclude a line item from 1099 treatment

When you create a transaction for a vendor or employee who's already set up for 1099 treatment, line items are automatically tagged with the default 1099 form and box.

If your company is configured to allow 1099 overrides, you can change whether an individual line item is included in 1099 reporting.

Subscription

Accounts Payable

Purchasing

Expenses

User typeBusiness, Employee
ConfigurationSelect Enable 1099 flag override on the application configuration page.

  1. Create or edit the transaction.

  2. Locate the line item.
  3. Select or clear the 1099 checkbox.

    • Select the checkbox to include the line item in 1099 treatment.

    • Clear the checkbox to exclude the line item from 1099 treatment.

  4. Save or post the transaction.

The appropriate 1099 override must be enabled for Accounts Payable, Purchasing, or Expenses, depending on where the transaction originated.

Change the 1099 form or box for a line item

Use a line-level override when an individual line item needs to be reported using a different 1099 form or box than the default assigned to the vendor or employee.

If your company is configured to allow 1099 overrides, you can change the 1099 form or box for a line item.

Subscription

Accounts Payable

Purchasing

Expenses

User typeBusiness, Employee
ConfigurationSelect Enable 1099 form and box override on the application configuration page.

  1. Locate the transaction.

  2. Select Edit.

  3. Locate the applicable line item.

  4. Select Show details for the line item.

  5. For Form 1099 type, select the appropriate form.

  6. For Form 1099 box, select the appropriate box.

  7. Close the details area.

  8. Save the transaction.

If the 1099 options are not available at the line level, check that the following is true:

  • The vendor or employee is set up for 1099 treatment.

  • The appropriate 1099 override is enabled for the application where the transaction originated.

  • If the transaction originated in Purchasing, check whether the transaction definition posts to Accounts Payable.