This help article will show you how to create and export a list of your 1099 Vendors. A 1099 vendor is a person or business who performs work for you but is not an employee of your organization. Vendors that you pay more than $600 to per fiscal year must receive an IRS Form 1099 from you. Even if they don't make $600, you can still send 1099 to the vendor to ensure you are keeping your accounting books pristine.

Quick Summary of Step-by-Step Guide

1. Access Vendors
2. Mark Vendors as 1099
3. Filter 1099 Vendors
4. Export 1099 Vendors

In-Depth Step-by-Step Guide: 

1. Access Vendors

   Access the Vendors list page by clicking on the Mega Menu ( Waffe-like button), followed by the Vendors sub-tab.

   
   
   
   

2. Mark Vendors as 1099

   You can mark your vendors as 1099 by clicking the Is 1099 Vendor toggle on the edit vendor dialog.  There is also a field next to the toggle that will allow you to enter a Tax ID field for this vendor.
   
   
   
   

3. Filter 1099 Vendors

   In order to export a list of the 1099 vendors you first need to filter your vendor's list to only show your 1099 vendors.
   
   

   
   
   For example, if you would like to get a list of all your 1099 vendors for which you have made a payment in your last fiscal year you would click the Filter button and select the following options: a Payment start date of 1/1/2024, a Payment end date of 5/31/2024, and toggle the Is 1099 Vendor option to on. This will give you a list of all of your 1099 vendors for which you made a payment in the year 2020.
   
   
4.  

5. Export 1099 Vendors

   Now that you have filtered your vendor list to only show your 1099 vendors, simply click Export to download a file of your list of vendors including the total amount paid with each vendor's Tax ID.

   
   
   
   
   

That’s it!!  For more information about Vendors, be sure to check out these support articles: Viewing Vendors and Managing Vendors.