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 export a CSV file containing vendor 1099 details to your computer.
How to export vendor 1099 information
To use the export vendor 1099 feature, you’ll need to go to the vendor 1099 reporting which is accessible from the Company view or from a PAS project to use the export feature.
Company view
In the Company section of the left-side navigation, click More
Click All vendors
On the All vendors dashboard, click 1099 reporting
PAS project view
Click the project selector below the Company section
Select the PAS project you want to open
In the Project section, click Vendors
On the All vendors dashboard, click 1099 reporting
From the Vendor 1099 reporting page
At the top of the 1099 reporting page, click the Export button and select the type of vendor 1099 details that you want included in the CSV file
The table below shows the types of vendor 1099 details that can be exported to a CSV:
Summary view 1099-MISC (All) | Includes all vendor 1099-MISC data that’s been added to your company’s Wrapbook account |
Summary view 1099-MISC (Use federal filing limits) | Only includes vendors who meet the IRS reporting thresholds for 1099-MISC |
Summary view 1099-NEC (All) | Includes all vendor 1099-NEC data that’s been added to your company’s Wrapbook account |
Summary view 1099-NEC (Use federal filing limits) | Only includes vendors who meet the IRS reporting thresholds for 1099-NEC |