How do I get Vendor data for e-filing 1099?

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Recent IRS changes may require your firm to electronically file. For more information regarding these changes, please visit the IRS website. If your firm is not required to e-file, you may print these using our 1099 Report

 

To get the information needed for e-filing, the Vendor Payments report is a listing of payment totals made to Vendors and Contacts. This can be filtered as needed then exported to a CSV file.

Note: The 1099 Report is only used for paper filing on 1099 Forms.                                                 

 

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