Is there a report to track 1099 Vendors?

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M1EnterpriseTech
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Is there a report to track 1099 Vendors?

Post by M1EnterpriseTech »

The best report option available for 1099 tracking will be the Vendor Payment Summary report.

It will generate a list all payments made to a Payable Account, and Cash Paid Out to a

supplier within the specified date range with an option to drill down for further details all the way to

individual accounts and document detail.

[*]Go to Reports on the Home Ribbon
[*]All Reports
[*]Purchases
[*]Vendor Payment Summary

Optional: During initial setup, you may want to consider adding a 1099 Vendor reference on the contact card

in the notes section for easy identification in other reports. (i.e., Vendor Purchase Listing and Vendor Purchase Summary)

Important Note: This is a summary report to be used as an aide in tracking 1099 Vendors,

it is not intended, nor should it be used as a document for reporting purposes to your tax agency.
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Kathleen
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Joined: Mon Aug 30, 2010 9:42 am

Re: Is there a report to track 1099 Vendors?

Post by Kathleen »

After following your instructions, I found that there isn't a way to drill down one more level to find the vendors that are categorized as eligible for 1099. We categorize each of the Vendors / Suppliers that are eligible for 1099s as 1099-Misc in the Contact Category and enter their Tax ID number in the notes section (Not all Vendors / Suppliers will receive one.) Our intent was for the purpose of having a list and total for each Vendor to quickly create our 1099-Misc forms. So? The information is there; it's just a matter of drilling down one more time. Am I missing something? Usually the option to narrow the search down even further is listed in the Input Parameters section but not in this one. Is there a way to create that option?
M1EnterpriseTech
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Re: Is there a report to track 1099 Vendors?

Post by M1EnterpriseTech »

After you execute the Vendor Payment Summary report and you have a list of Accounts that populated as results, you can highlight any one of those in the list and go to

Drill Down drop down arrow on the ribbon to select Listing and the Vendor Payment listing for that contact's account dialogue will appear with more details.

If you are entering contacts to a specific Contact Category you can run the Contact List with Attributes report but that will simply show you the Contacts you have added to that contact category.
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