Costpoint Online Help

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Print 1099 Edit Report

Use this report to review your 1099 information for discrepancies before you print 1099s.

The report includes the pay vendor's ID, tax ID (depending on the suppression settings on the Manage Users screen), and name; the company's ID and name; and the amount of 1099 income. If you sort the report by company, the total amount of 1099 income prints as a subtotal for each company. The total number of records for each company is also included on the report. If you sort the report by pay vendor, a grand total of all 1099 income is included on the report, as well as the total number of 1099 records. You can print only one record per pay vendor per company; Costpoint adds the amounts associated with different cash organizations to arrive at the total amount of 1099-MISC income (the amount actually printed on the 1099) for the pay vendor.

The report does not include address codes and addresses for vendors. When you print 1099-MISC Standards, only the first address line (address line 1) and the second address line (address line 2) prints on the form, along with the city, state/providence, and postal code. Address line 3 does not print on the 1099-MISC Standard. When you print 1099-MISC Self-Mailer, address lines 1, 2, and 3 prints on the form, along with the city, state/providence, and postal code. The address line order for the 1099 Self-Mailers can be changed on the Configure Check Settings screen. To ensure that the addresses for your vendors are correct, review address information on the Manage Vendor screen or print the Vendor Information report.

Print this report as a final check before you print 1099s. Before you run this report, you must create 1099 information on the Create 1099 Information screen. If you find discrepancies in 1099 data, you can use the Edit 1099 Information screen to correct them. Correct errors in the other fields on this report via the following screens:

  • Company ID, Name, Tax ID: Configure Company Information screen
  • Pay Vendor, Pay Vendor Name: Manage Vendor screen
  • Pay Vendor Tax ID: 1099s group box on the Header tab of the Manage Vendor screen

If you make changes on any of the screens listed above, you must recreate 1099 information on the Create 1099 Information screen.

You can print the 1099 Edit Report as many times as necessary.

Note: The table below describes how the suppression settings on the Manage Users screen are applied to the Tax ID column.
Suppress SSN Suppress AP Tax ID Result
Cleared Cleared The Tax ID displays whether you select non-employee vendors or vendors that are company employees.
Cleared Selected The Tax ID displays only when you select vendors that are company employees.
Selected Cleared The Tax ID displays only when you select non-employee vendors.
Selected Selected The Tax ID is hidden whether you select non-employee vendors or vendors that are company employees.