View and update vendor 1099s

Vendor 1099s are permission based

To update, 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 1099 Reporting to:

• See a comprehensive list of your production company’s taxable vendors

• Filter the list by Tax year, Tax form, 1099 code, Tax payer EIN, and Project

• View and update details for a vendor by clicking on their name

• Update a vendor’s 1099 tax code by clicking the 1099 code box

• View and update vendor transaction details by clicking the Trans. # box

• Export 1099 reporting details to a CSV file

You can open vendor 1099 reporting from Company view or from a PAS project.

Company view

1. In the left-side navigation, under Company, click …More

2. Click All vendors

3. On the All vendors dashboard, click 1099 reporting

PAS project view

1. In the left-side navigation, click the dropdown menu to select the PAS project you want to open

2. In the Project menu, click Vendors

3. On the All vendors dashboard, click 1099 reporting

How to update from the 1099 reporting dashboard

From the 1099 reporting dashboard:

1. Click the vendor name to open the vendor details page. You can also open the … menu and click View Vendor.

2. Update the vendor details as needed, then return to 1099 reporting and refresh the dashboard to review the updated information