Use this report to review payments made to your 1099 reportable suppliers. You can use this report to reconcile to your 1099 Forms, or to prepare additional reporting. For example, you can use this report to get information needed to file 1099 reporting with states that do not participate in the combined filing program.
If you need detailed information about paid invoices that are 1099 reportable, you can run the 1099 Payments Report in detail. However, if you only need basic information, such as the total amounts paid to your suppliers, you can submit the 1099 Payments Report in summary.
Payables allows you to sort your 1099 payment information by supplier, income tax region, or income tax type.
You submit this report from the Submit Request window. See: Submitting Standard Reports, Programs, and Listings.
Group By
Income Tax Region. The report sorts by income tax type within each region and displays the total amount paid for all income tax regions.
Income Tax Type. The report sorts by income tax type and displays the total amount paid for all income tax types.
Supplier. The report sorts by supplier name when run in summary. The report sorts by tax reporting name when run in detail. Since the 1099 Forms display tax reporting names, this option can be useful to reconcile your 1099 reporting.
Reporting Option
Detail. The report displays the invoice detail that makes up the totals.
Summary. The report displays the sum of the 1099 payments.
Supplier Name. Optionally, enter a supplier name if you selected the Group By Supplier option. This can be useful if you need to provide a supplier detail of the paid invoices that are reported on the 1099 Form.
Income Tax Region. If you want to limit the report to a single income tax region, then specify the region. Leave blank to submit the report for all income tax regions.
Tax Reporting Entity. The tax reporting entity for which you want to submit the report.
Federal Reportable Only. Include suppliers only if you have designated them as Federal Reportable in the Suppliers window.
Meeting Minimum Levels Only:
Yes. Include 1099 payment information only if the payments meet the federal reportable requirements, and the state requirements as defined in the Income Tax Regions window.
No. Include all 1099 payment information.
Income Tax Region. Income tax region (for example, the state of California - CA).
Region Code. Income tax region code.
Income Tax Type. The 1099 type of the payments made to a supplier. A 1099 supplier may receive payments of more than one type.
Tax ID. The supplier's tax identification number (TIN).
Tax Reporting Site. Supplier site defined as tax reporting site in the Suppliers window.
Tax Reporting Name. The tax reporting name associated with the supplier's tax identification number for income tax reporting.
Distribution Total. Amount of the invoice distributions for each income tax type.
Payment Total. Amount of the payment for each income tax type.
Payment Number. Document number for the payment used to pay a 1099 invoice.
Payment Date. Date of the payment used to pay a 1099 invoice.
Other Sources