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

When your company has vendors that are marked as taxable, a 1099 reporting link will be listed in the left-side navigation.

To view and update vendor 1099s:

1. In the left-side navigation, click the dropdown menu

2. In the dropdown menu, select All projects

3. In the left left-side navigation, click 1099 reporting

You can use the 1099 Reporting page 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