1099 Export File

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12 comments

  • Rebecca Ralls

    Can you give us more information re: the criteria that this report uses?  

    I have a couple questions about whether it includes payments made via Journal entry and/or how to differentiate or not include amounts that are expense reimbursements rather than income.

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  • Tony

    Hi Rebecca,

    This is going to look at cash disbursement records only. You would need to run specific reports to exclude or include journal lines or expense reports. We expected that some users would want to alter the file before uploading into printing software. 

     

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  • Mary Smith

    I do not see a "Create 1099 File" button.  What do I need to do to see it? Thanks!

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  • Tony

    Hi Mary,

    You simply need to add it to the Buttons on the Cash Disbursements Listview. 

    Setup/Create/objects/cash disbursements/search layouts/cash disbursements List view/edit

    Please submit a request with the support team if you still have issues.

    Thanks,

    Tony

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  • Mary Smith

    Thanks Tony!

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  • Mneill

    This button is new in version 3.11 

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  • Kyna Williams

    Is there a way to include a field (tax id#) to the 1099 file?

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  • Ryan Faulkingham

    Hi Kyna,

    When you run this report, it will include the tax id number that is set on that vendor's account. Is this not flowing through to the report for you? 

    Thank you,

    Ryan

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  • Kyna Williams

    No it is not. The only thing that appears is name, address and amount.

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  • Ryan Faulkingham

    Hi Kyna,

    Please log a ticket with out support team so that we can look into this. To log a ticket go to support.accountingseed.com

    Thank you,

    Ryan

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  • Katie Kampmann

    Please clarify: can this export file be printed on both a 1099-Misc and 1099 Div form? Katie

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  • Patrick Wallen

    Katie,

    The Create 1099 File button creates a report (spreadsheet) that can be manipulated, annotated, uploaded into 1099 software or service for printing and filing. It does not produce a document.

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