How do I generate printed 1099’s in CARET Legal for paper filing?

  • Updated
You can produce a list of Vendors with the option to generate a 1099-MISC or 1099-NEC form in the 1099 Reporting Section.
Recent IRS changes may require your firm to electronically file. For more information regarding these changes, please visit the IRS website. For instructions on how to get data for e-filing, please review our help center article on the Vendor payment report.
To generate a 1099 Report:
  1. Navigate to the Accounting section, then select the Reports tab and click on the 1099 Reporting tile.


  2. By default, Vendors who have received a minimum $600 in payment for the prior year will display when accessing the 1099 Report. Use the filters underneath the tab bar to narrow down the list.

  3. If a checkbox displays to the left of a Vendor Name and a print icon displays to the right, this indicates that this Vendor can have a 1099 generated. If you do not see this checkbox, some required data is missing on the Vendor record.

  4. In the above example the vendor Verizon is missing a defined form Type. To resolve this select the Vendor name on the report to load the Vendor Details. Changes can now be made to Vendor Data.

  5. To print a single 1099 select the print icon to the right of the record. Use the multi-select option to prepare a single pdf for each vendor selected.

If your 1099 is missing the Tax Payer ID:

  1. Select Firm Settings from the drop-down list beside your avatar.


  2. Click Billing & Accounting in the menu, then select Billing Options from the expanded menu.

  3. Select ABA Litigation under Enable UTBMS Codes.


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