Using the 1099 Report

Last updated: July 5, 2025

The 1099 Report page helps you identify the vendors, suppliers, and retail agencies to whom you need to provide Form 1099-MISC. It also enables you to download a detailed report to simplify Form 1099 generation.

Applies to: Accountants, Accounting Assistants 

This article explains how to use the 1099 report to review all vendor and agency payments which are eligible for 1099-MISC reporting. 



Key Questions Answered by the Report

This report helps you answer:

  • Which suppliers need a Form 1099?
  • Which retail agencies need a Form 1099?
  • How can I quickly generate Form 1099s for retail agencies and suppliers?

 

Why This Report Is Important

Under IRS rules, Form 1099s must be generated within 31 days of the end of the financial year. The 1099 Report streamlines this process, ensuring compliance with ease.

 

Only payments made during the calendar year should be considered. Payments are reported based on the date they were paid, not when they were earned.

 

Accessing the 1099 Report

  1. Navigate to the “Accounting” tab in the left-hand sidebar.
  2. Select “Reports”.
  3. Under the General tab, click “1099 Report”.

 

Using the Report

Filtering Options:

  • Filter the report by Entity Type (Retail Agencies or Suppliers) and Year.

Displaying Results:

  1. Click the “Refresh” button to view the results.
  2. The following data will appear:
    • Name: Hyperlinked to the CRM page for that entity.
    • Tax ID
    • City
    • State
    • Commissions
    • Payments
    • Compensation Total
  3. Entities are distinguished by icons in the left-hand column:
    • Purple “S” for Suppliers
    • Purple “A” for Agencies

Downloading the Report:

  • Click “Download CSV” to export a detailed report.
  • Use the CSV to generate Form 1099s by uploading it to software such as QuickBooks or other accounting solutions.

CSV Data Columns

The downloaded CSV includes the following fields:

Entity Information:

  • Attention to (Optional)
  • Recipient Type
  • Recipient TIN Type
  • Recipient TIN
  • R Business Name or Name
  • R Address 1
  • R Address 2 (Optional)
  • R City
  • R State
  • R Zip or Foreign Postal Code
  • R Country
  • R Phone Number
  • R Email Address
  • Acct No (Optional)

Payment Details:

  • Box 1: Rents
  • Box 2: Royalties
  • Box 3: Other Income
  • Box 4: Federal Income Tax Withheld
  • Box 5: Fishing Boat Proceeds
  • Box 6: Medical and Health Care Payments
  • Box 7: Nonemployee Compensation
  • Box 8: Substitute Payments
  • Box 9: Direct Sales of $5,000 or More
  • Box 10: Crop Insurance Proceeds
  • Box 13: Excess Golden Parachute Payments
  • Box 14: Gross Amount Paid to an Attorney
  • Box 15a: Section 409A Deferrals
  • Box 15b: Section 409A Income

State Tax Details:

  • Box 16a: State Tax Withheld
  • Box 16b: Additional State Tax Withheld
  • Box 17a: State
  • Box 17a: State Number
  • Box 17b: Additional State
  • Box 17b: Additional State Number
  • Box 18a: State Income
  • Box 18b: Additional State Income

Compliance Note

The FATCA filing requirement is included in the CSV for entities that qualify.