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Verifying 1099 Amounts

  • 1.  Verifying 1099 Amounts

    Posted Jan 09, 2020 01:41 PM
    Is there a report or smart list that would shows (by vendor) the 1099 amount by box number?

    Lynne Navis
    Accounting Manager
    Madison WI
    Academy - Online Interactive Learning from Experts

  • 2.  RE: Verifying 1099 Amounts

    Posted Jan 10, 2020 07:50 AM
    Hi @Lynne Navis

    Not out of the box, but you can add some columns to a SmartList to get the numbers.

    Go to Payables Transactions SmartList and add the below columns.  Theoretically you can also run a Vendor SmartList and just add the total columns and other 1099 information for LYTD and YTD.  However, using the Payables Transactions filtered to last year gives you an invoice-by-invoice view and can more easily see if a transactions was not included in the 1099 totals and then you can go fix that one transaction:



    Academy - Online Interactive Learning from Experts

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