Run the 1099 report

Before you print or file 1099 forms, run the 1099 report to verify the following information:

• Suppliers and employees are set up with the correct 1099 form and box.

• Taxable amounts are correct.

What appears and what does not appear in the report

	Details
Information that appears	The report shows transactions based on the following filters: Transactions tagged for 1099 reporting when using Only 1099 All transactions, including non-1099 transactions, when using other Transaction information options
Information that does not appear	When Transaction information is set to Only 1099: Vendors and employees that are not set up for 1099 treatment Transactions that are not tagged for 1099 reporting Amounts under the minimum reporting thresholds defined by the IRS Amounts under the minimum reporting thresholds as defined by the IRS do not appear in the 1099 report. For example, you have $200 for a supplier for the 1099-MISC form. The minimum reporting threshold is $600 for that year. The data does not appear in the report. If you select a different Transaction information option, these exclusions may not apply.

Before you begin

Verify 1099 information by creating a custom list view on the Supplier or Employee list. Include the following columns: Form 1099 type, Form 1099 nameand 1099 name.

Make sure that suppliers and employees meet the following criteria:

• Are set up for 1099 treatment

  Only suppliers and employees set up for 1099 treatment are included in the 1099 report when using the default report settings.

• Are assigned the correct default 1099 form and box

• Have accurate 1099 names

Run the 1099 report

Go to the reports section of the Accounts Payable menu. As a best practice, run the 1099 report for either suppliers or employees (do not run it for both at the same time).

1. Go to Accounts Payable > All > Reports > 1099 > 1099 report.
2. In the Time period section, do one of the following:
   • Use one of the pre-defined reporting periods from the Reporting period and As of date fields. 
   • Enter a custom reporting period in the Start date and End date fields.

   If you complete all the time period fields, the report is based on the specified start and end dates and ignores the As of date.

3. In the Filters section, determine the suppliers or employees to include. You can Select all or define a range of suppliers or employees using the From /To dropdowns.

   How to use the From and To fields

   All From and To field pairs work the same way. Use them to get search results in as broad or as fine a range as you need, from everything in the system down to a single specific object.

   To run this report for a single object:

   1. From the From dropdown list, select the object you want.
   2. From the To dropdown list, select the same object.

   To run this report for a specific range of objects:

   1. From the From dropdown list, select the object that you want at the beginning of the range.
   2. From the To dropdown list, select the object that you want at the end of the range.

   To run this report for all objects:

   Leave both fields blank.

   If you have a large number of objects or the report takes too long to process, use the From and To fields to run a series of smaller reports. For example, you can run five reports, one each for objects whose names begin with A-E, then F-J, K-O, P-T, and U-Z.

   An object is a catch-all term that refers to any specific data item in the system. Customers, suppliers, items, and accounts are all examples of objects.

4. Use the Group by option to group information.

   Group by Vendor and employee, 1099 category, or None. Items are sorted in alphabetical order.

5. If you're running the report in a top-level company and are configured to Issue a separate 1099 per entity, filter by Entity or entity group.

   The currency is determined by the entity location. Select Prompt on Run to require that you select an entity or entity group before running the report.

6. Determine which transactions to include based on their 1099 form type.
7. 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 suppliers or employees.

8. To include only payments that exceed the IRS minimum reportable amounts, select Show minimum eligible amounts only.
9. Depending on how much information you want to include, select either Summary or Detail.

   What information appears in Summary or Detail mode?

10. 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.

11. Optionally, select to Include bills paid with credits or advances.

    To tie out your 1099-MISC form with the 1099 report, select this option.

12. In the Format section, select either Portrait or Landscape for the Page orientation.
13. Sort numerically by Supplier ID or employee ID or alphabetically by Supplier name or employee Name.
14. Optionally, enter a title, subtitle, and footer text for your report.
    Details

    Each field allows a maximum of 80 characters, including spaces. Titles and footers apply only to the pdf version of this report. (Select Print to get the pdf version).

    1. Enter the title in the Report Title 1 box.

       This title appears in large type at the top of the page, directly under your company name. You can enter over any default name that might appear here.

    2. Enter the subtitle in the Report Title 2 box.

       This subtitle displays in smaller type, directly beneath the main title.

    3. Enter the Footer Text.

       Footer text appears at the bottom center of the report.

15. Select View
    Or, process & store, memorize, export, or add the report to a dashboard.

    To...	...select
    View the report now in your browser.	View
    Generate the report in PDF format so you can print it or save it to your local device.	Print
    Generate the report and store it for later access. Available formats include HTML, printable (PDF), Excel, CSV (comma-separated value), and Text. Reports can be either stored in Intacct, in the My Stored Reports list in Accounts Payable, or delivered to a cloud storage location, such as Dropbox. Learn more about processing and storing reports.	Process & Store
    Add the report to your dashboard.	Add To Dashboard
    Memorize (save) the report in the Memorized Reports list so that later you can refer back to it or change and re-run it. Reports that you memorize can be scheduled to run on a recurring basis and automatically emailed or delivered to a cloud storage location.	Memorize
    Export the report to a separate file that you can then distribute or save to your local drive.  Available file formats vary among reports.	Export

Select Customize to return to the main report page and adjust report results. To view a report that's been processed and stored, go to My Stored Reports.

Next steps

After you run the report, you can make the following adjustments to your data:

• Adjust supplier or employee 1099 amounts.

• Set up a supplier or employee for 1099 treatment.

• Update or remove a 1099 form or box from a supplier or employee record.

• Enter missing supplier information or missing employee information.

When you're ready, print 1099 forms or electronically file with our trusted partner, TaxBandits.