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1099 Reports

We have a few 1099 report options when you go to Reports and search for 1099. The listed reports below have all been set to report vendors who are set as “1099 yes” in the vendor address.


To view all 1099 reports that are available, click here or go to Reports and enter "1099" in the search bar.




First Group:
“1099” pulls all vendors paid with any payment type ie cash and credit card.

Second Group: “Transactions” allows you to filter by specific cash accounts.
-1099 Transactions by Cash Account - filter set to report only disbursements paid with “cash type” accounts in the chart of accounts
-1099 Transactions by Account - this has a filter where you are able to select specific accounts

Third Group: “1099" are the actual form templates. If you are using these templates, please keep in mind the totals includes all payment forms (cash and credit card)

Note: To use the 1096 form adjust your filter or click here.