Update 1099 Information on Multiple Cash Disbursements

Overview

1099 information is prepopulated from the Account and/or Contact record and flows through to the Cash Disbursement. The 1099 information can be modified using the Update 1099 Info button.

The following 1099 information can be updated when selecting more than one Cash Disbursement from the list view:

Form 1099 Type
Form 1099 Box

Note: The ability to update 1099 information using this article is only applicable for the Lightning UI.

Do you want to:

Navigate to Accounting Home and click the Create Entries tab. Then, under the Expenses menu, click Cash Disbursements.
Select a desired list view (except the Recently Viewed list view).
Select all of the Cash Disbursements should be included for updating with the same 1099 information.

Note: Click here to view the above image in full screen.
Click Update 1099 Info.

The Enter 1099 Information screen displays.

Note: Click here to view the above image in full screen.
Update the following information, as necessary:
1. 1. Form 1099 Type - click the drop-down list to select the appropriate effective year and form type as one of the following:
    1. Eff 2020 - 1099-MISC - includes effective year 2020 and beyond for 1099-MISC form type
    2. Eff 2020 - 1099-NEC - includes effective year 2020 and beyond for 1099-NEC form type
    3. Eff 2001 - 1099-MISC - includes effective year 2001 to 2019 for 1099-MISC form type
      Note: All selected Cash Disbursements will be set to the selected form type.
  2. Form 1099 Box - click the drop-down list to select the appropriate form box. All selected Cash Disbursements will be set to this form box. Selections in the Form 1099 Box display based upon the Form 1099 Type that was selected.
    Note: If a Form 1099 Type was selected, the Form 1099 Box cannot be set to None.
Click Save. The list view refreshes.