00:00: This video demonstrates how to generate 1099 reports for vendors using CARET Legal.
00:04: It covers navigating the reporting section, filtering vendors, and printing the
00:09: reports efficiently.
00:11:
00:13: This is a quick tip video how to generate 1099 reports for your vendors in Carrot
00:18: Legal.
00:19: To generate a 1099 report,
00:22: navigate
00:23: to the Accounting section,
00:27: then select
00:28: the Reports tab,
00:30: then the Reports,
00:34: and click on the 1099 reporting tile.
00:38: By default,
00:39: vendors who have received a minimum of 600
00:43: in payments for the prior year
00:46: will be displayed.
00:48: Use the filters
00:50: to narrow down the list.
00:54: If a checkbox displays to the left
00:56: of a vendor name
00:58: and a print icon displays to the right,
01:01: this indicates
01:02: that this vendor can have a 1099 generated.
01:06: If you do not see this checkbox,
01:08: some required data is missing
01:11: on the vendor record.
01:13: If that is the case, to resolve the issue,
01:16: select the vendor name
01:18: on the report to load the vendor details.
01:22: Changes
01:23: can now be made to vendor data.
01:25: To
01:28: print a single 1099,
01:30: select the print icon to the right of the record.
01:33: Use
01:39: the multi-select option to
01:41: prepare a single
01:43: PDF for each vendor selected.
01:50: And that is how
01:52: we quickly generate 1099 reports in Carrot Legal.
01:57: Learn to create and print
01:58: 1099 reports for eligible vendors in CARET Legal by navigating reports, filtering vendor
02:03: lists, and resolving missing data.