1099 Totals

A 1099 is required to be issued for all vendors that are not organized as corporations under the tax code. The 1099 Totals report includes name, address, tax id, and total paid to the vendor for a calendar year.

Generate a 1099 Totals Report 

1. Navigate to Accounting.
2. Click Financials on the navigation bar, and then click 1099 Totals.
3. Enter a Tax Year, and then click Run Report.
   
   
4. Click the header of the column to sort the report.
   
   

Export the Report

There are three ways to export the 1099 Totals Report.

Option 1

1. 1. Click Export to CSV to download a .csv file to your computer.
      
      

Option 2

1. 1. Click Copy to Clipboard at the bottom of the page to copy the report's contents to your clipboard and manually paste them into a spreadsheet.
      
      
      • You will need to paste the data into a spreadsheet as this will not automatically download a file to your computer.
        
        • Totals will not automatically recalculate if you change the values within the pasted spreadsheet. Set up the formulas manually within the spreadsheet to automatically calculate the totals. 

Option 3

1. 1. Click Print Report at the bottom of the page to print the report.