Reviewing Vendor Records

Program → Payables → Vendor Record

1. Ensure Name and Address are correct.
2. Ensure 1099-NEC is selected.
3. Ensure 1099 Recipient's ID number is correct.

Vendor Records - Payments Tab

Ensure Expense accounts are tagged as 1099 showing an asterisk beside the account number. This is visible in the table on the right side of the Payments tab.

1. Select Payments tab
2. Click Change in Sidebar
3. Select the expense line you want to toggle.
4. Click Toggle 1099 ( * ) Setting
5. Click Save

Below is an animation of the process in action:

Vendor Records - 1099 Setup Tab

There is no setup required under the 1099 Setup tab for 1099-NEC forms.

Payer Records

Program → Accounting → Payer Records

1. Ensure the Company information is correct.
2. Ensure the Contact information is correct.
3. Ensure State is selected.