Vendor 1099 Preparation report
Use this report to help you prepare your 1099 report. It lists the 1099 amounts you paid to each vendor for the year.
This report includes amounts from the following:
- Unpaid vendor 1099 beginning balances for the beginning balances year (Company > Beginning Balances > Vendor 1099 Paid).
- Payments through Vendor Invoices (Manage > Vendor Invoices or Manage > Vendor Payments).
| Note: | All invoice transactions are included in the 1099 amounts. If you want to exclude a vendor invoice transaction from 1099 reporting, select the Non 1099 check box. |
- Bank entries you manually entered into the Bank Register (Manage > Bank Register).
If you enter an amount in the 1099 Override Reported Amount field (Setup > Vendors > 1099 Info tab), this amount prints on the 1099 instead of the amount Ajera automatically calculates.
Audience
Accounting
Producing the report
From the Reports menu, click Vendor > Vendor 1099 Preparation.
Report options
| Option | Description |
|---|---|
|
Company |
Multi-company only. The report contains information for all companies in your organization, unless you select a specific company in this field. |
|
Vendor |
The report contains information for all vendors who have the Receives 1099 form check box selected in Setup > Vendors > 1099 Info tab, unless you select a specific vendor in this field. |
|
Current Year |
The report contains information for the last full calendar year unless you select a different year. |
After changing report options, click 
(Refresh).
Customize options
| Option | Description |
|---|---|
|
Report title |
You can change the title of the report. |
|
Minimum amount to print |
The minimum amount for payments to a vendor for the vendor to be included on the report. |
|
Print prior year amount |
If selected, it also prints the amount for the previous year. |
|
Print customize options on report |
If selected, it prints a list of the options that you select. |
Report contents
| Column | Description |
|---|---|
|
Form Type |
The report sorts by form type, which you select for each vendor in Setup > Vendors > 1099 Info tab. |
|
Vendor |
The vendor you paid |
|
1099 ID |
The vendor’s tax identification number. If you did not enter the vendor’s tax ID, the following message appears in red: Enter 1099 ID in Vendor Setup. |
|
Address & phone |
The address and telephone number of the vendor |
|
W9 Form Received |
A check mark appears in this box if you selected the W9 form received check box for the vendor in Setup > Vendors > 1099 Info tab. |
|
W9 Business Type |
The W9 Business type you entered on the 1099 Info tab in Setup > Vendors |
|
W9 Other Description |
If the vendor's W9 business type is Other, this column lists the W9 Other Description you entered on the 1099 Info tab in Setup > Vendors. |
|
Payments Prior Year |
This column appears only if you select Print prior year amount in the Customize options for this report. It is the amount you paid the vendor during the year prior to the year you select for this report. |
|
Payments |
The amount you paid the vendor for the year you selected for this report |
See also
