1099 Form

In the United States, companies are required by law to produce a 1099 form for vendors they supplied more than $600 to throughout the tax year. There are a few features within WorkBook to make this process simple for you.

The Data export: US 1099-MISC is to ensure that the data that is going to export is valid. You can view the Data export information here:

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In preparation of running your 1099 report, you will want to create a “Reporting group” of 1099 and link all relevant creditors to it. If you don’t do this, the report will be generated for ALL creditors (AP).

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Report 483, MISC-1099, can be accessed under the Finance & Administration tab under “AP Center.” Once generated, you can print it on pre-printed paper. Make sure that the “Amount” is $600, you have the correct “From” and “To” date, and your new 1099 “Reporting group” is selected.

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When you run the report, the layout may look a little odd. Don’t worry! It’s built this way so when you are printing off onto the actual form, the fields will match.

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