Before You Create 1099 Forms
Before you create and print your year-end Form 1099s for your vendors, you should follow these four steps to confirm everything is correct:
Step 1:
If you have the accounting software:
- View your vendor list under Accounting > Payables > Vendors.
- Confirm that the “Create 1099” column is set to “Yes” for everyone who needs a 1099.
- View the status of the Contractor portal. You can send an invite to contractors who do not have a portal set up directly from this list. See “Contractor Portal Registration Access,” for more information.
- To change this setting, click the Vendor name and edit the Vendor Info screen. Check or uncheck the “Create 1099 at Year End?” box, and click Save.
- Notify your Vendors about electronic 1099 options in the portal.
If you have the payroll software without accounting:
- View your contractor list under Payroll > 1099 Contractors > Contractor List.
- All contractors are set to “Yes” in the Create 1099 column for you to pay them with the payroll software.
- View the status of the Contractor portal. You can send an invite to contractors who do not have a portal set up directly from this list. See “Contractor Portal Registration Access,”for more information.
- If this needs to be changed, click the contractor name, then “Edit.” Change their 1099 Type to “Non 1099 Payment” and click “Save.” This will prevent a 1099 from being created.
- Notify your Contractors about electronic 1099 options in the portal.
💡 Did you choose the wrong 1099 Type? Use our handy Update 1099 Type tool to correct it. Read more on our help article, “How to Correct a 1099 Type.”
Step 2:
Run the Missing 1099 Information Report to confirm all vendors have their tax ID number, which is required to print their 1099. You cannot print a 1099 for a vendor with missing information. Find the report under Reports > 1099 Contractor Reports > Missing 1099 Information. Select the correct year and click “Run Report.”
Step 3:
Run the 1099 Summary Report to confirm the amounts are correct. Find the report under Reports > 1099 Contractor Reports > 1099/1096 Summary.
Step 4:
If this is your first time printing the forms, you will be prompted to set the printing options for the 1099 and 1096. Go to Settings > 1099 Contractor Settings > 1099/1096 Print Layout. For details on how to align the forms for printing, see Print Set-Up For 1099/1096 Forms.
After you have completed these four steps, you can now Get started creating Forms 1099 and 1096.
Patriot offers e-filing for 1099-NEC and 1099-MISC to the IRS and states that participate in the combined federal state tax program and accept e-filing. When e-filing you’ll be notified when you need to file to a state outside of the software. Most, but not all, of the states that participate in the IRS combined federal and state program say e-filing satisfies the state requirement of filing.
Learn more ,”1099 E-filing: Automatic Filing for Payroll and Accounting.“
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