Vendor 1099s are permission based
To access, your account must have one of the following roles enabled:
Role: Company Admin, Company Manager
Custom role with: Vendors - Full access, Project access
Overview
You can use Wrapbook to E-file your vendor 1099 forms with the IRS.
E-filing will be available in Wrapbook starting January 20, 2026
You must print and mail the 1099 forms to your vendors by January 31, 2026 to avoid penalties
You can open vendor 1099 reporting from Company view or from a PAS project.
Company view
In the left-side navigation, under Company, click …More
Click All vendors
On the All vendors dashboard, click 1099 reporting
PAS project view
In the left-side navigation, click the dropdown menu to select the PAS project you want to open
In the Project menu, click Vendors
On the All vendors dashboard, click 1099 reporting
Tax-year timing and preview
The Current tax year tab helps you review the tax year that Wrapbook is preparing for the current filing season.
From January through June, the tab shows the previous tax year
From July through December, it shows the upcoming tax year
The Current tax year tab may be available before e-filing opens. You can use it to review vendor and payment information and make corrections. The E-file option becomes available when the filing period begins.
When the latest form version for the selected tax year isn't available, Wrapbook shows the most recent form version on file with the selected tax year's data. The preview drawer displays: Preview illustrated with most recent revision on file. Do not file taxes with this preview. Updated revision will be used for e-filing.
Don't use a preview to file taxes or as a recipient copy. Use the preview to review vendor information, payment amounts, and the available form fields. After the updated form version is available and e-filing is submitted, final PDF forms are available for download.
If the preview doesn't match the vendor or payment information, stop before filing. Correct the vendor or source transaction, return to 1099 reporting, refresh the dashboard, and review the preview again.
How to E-file
On the 1099 reporting dashboard, select the tax year you want to review from the Tax Year filter, or click the Current tax year tab
Review the vendor list and confirm the:
Vendor legal name
Taxpayer identification number (TIN) or Employer Identification Number (EIN)
Address
Reportable amount
Form type
Federal amounts and boxes
Applicable state information
To preview a form before filing, in the Current tax year tab, scroll right, open the … menu for the vendor, and click Preview tax form
If you’re preparing an electronic filing, click E-file
Open the read-only PDF preview for each vendor form
Confirm that the vendor information, form type, amounts, payer or production entity information, and applicable state information are correct
If the preview is incorrect, stop before filing.
Correct the vendor or source transaction
Refresh the 1099 reporting dashboard
Review the preview again
When the preview is correct, complete the on-screen confirmation steps and submit the filing
The pre-filing preview is view-only and is not a downloadable recipient copy. After filing, final PDF forms are available for download.