The fields reported in the 1099 Amounts box during the Bills-Pay process can be added to the following Lists: Vendor History, Salesperson History, General Ledger Transactions and General Ledger Transactions/Audit Trail /Audit Trail. Use the wrench or right-click on any column heading within these Lists to add columns for the 1099 Amount, Federal W/H Tax Amount and State W/H Tax Amount.
Below is a sample Vendor History List containing the additional columns.
Below is a sample Vendor History List containing the additional columns.
How Do You Create and Print 1099 Recipient List?
The options to print the salesperson and vendor 1099 Recipient List, 1099-MISC, 1099-NEC and the 1096 Summaries are all located within the 1099/1096 option. You will find these options under the Supervise tab of the Ribbon Menu under the 1099/1096 Control Group. You will want to have your 1099-MISC and 1096 Summary forms on hand for this option.
The options to print the salesperson and vendor 1099 Recipient List, 1099-MISC, 1099-NEC and the 1096 Summaries are all located within the 1099/1096 option. You will find these options under the Supervise tab of the Ribbon Menu under the 1099/1096 Control Group. You will want to have your 1099-MISC and 1096 Summary forms on hand for this option.
Review the 1099 Recipient List?
The Recipient List will display/print all salespeople and vendors whose resource record contains a 1099 category.
Use the list to review each salesperson and vendors’ records to be certain each Tax ID number and all addresses are entered correctly. If any information for a salesperson or vendor is missing or incorrect, click their name.
The Recipient List will display/print all salespeople and vendors whose resource record contains a 1099 category.
Use the list to review each salesperson and vendors’ records to be certain each Tax ID number and all addresses are entered correctly. If any information for a salesperson or vendor is missing or incorrect, click their name.
The program will then open that salesperson or vendor resource record. You can also print the list. This list will show both 1099-Misc and 1099-NEC records. Selecting the individual form type under function will show just the ones for each form type.
Once the changes are made and saved, click the Refresh icon to update the information within the list. The Status for each record will also be shown.
Note: Even if a status is inactive, a 1099 can still be printed.
Note: Even if a status is inactive, a 1099 can still be printed.