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
You can export a CSV file containing vendor 1099 details to your computer.
To export vendor 1099 information:
In the left-side navigation, click the dropdown menu
In the dropdown menu, select All projects
In the left-side navigation, click 1099 reporting
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 |
Select All projects, click 1099 reporting, and then click the Export button