Vendor 1099s

Select Vendor 1099's to create AP Vendor 1099's at the end of the calendar year as printed forms or an electronic file.

Access
Grant permission to User Profiles in Access User Profiles > select a User Profile > Security > Accounts Payable > Menu Security > Documents > Vendor 1099s.

Output Type- Select either

  • 1099 Form
  • 1099 File
  • 1099 Report
  • 1099 Substitute

Form Type is active if 1099 Form, 1099 Report, or 1099 Substitute is selected in Output Type. Select either

  • 1099-INT - used for reporting Interest
  • 1099-MISC- used for reporting Miscellaneous
  • 1099-DIV- used for reporting Dividends
  • 1099-NEC - used for Non-employee compensation

Indicate the Copy to be printed.

  • Copy A
  • Other

Select Print Name and Address to print the payer's name and address.

Select Truncate Tax ID to shorten the recipient Tax ID when printing.

Omit if Box 7 < $600.00 is active if Form type 1099-Misc is selected. Select to Omit Vendors with less than $600 in Box 7 and no other qualifying boxes.

Form Output is Active if 1099-MISC selected. Select the form output.

  • PDF Export
  • Printer

Save As- Specify the location to save and the name of the PDF file.

If electing to create a 1099 File, the following fields become active.

  • Save As- Specify the location the electronic file will be saved.
  • Transmitter Control Code- A five digit Transmitter Control Code provided by the IRS.
  • Create a Test File- Select to mark the file as a Test File.
  • Contact Name- Who to contact at your location regarding the 1099 file.
  • Contact Phone- The phone number of the Contact Name.
  • Contact Ext.- The phone extension for the Contact Phone.
  • Contact Email- Any email address for the Contact Name.
  • Name Control- The four character Name Control from the 1096 package mail label.
  • Taxpayer ID Number- The Tax ID number for your location.

Depending on the Output Type selected, the following options may be available to generate the 1099s.