You can download a payment transactions list for a specific date range to determine those payees for whom you must issue a 1099 Form.
Important
This report is only available for U.S. accounts.
To access this report, go to Reports > Accounting > 1099 Payee Ledger Report
Report Filters
- Payee Name: By default, all eligible payees are included, to report on a specific payee only, uncheck this box and enter the payee name.
- Banks: Choose a specific bank account, or account types to include.
- Date Range: Only transactions dated within this date range will be included. The date range options you have are All Dates, Last Month, Last Year, This Month, This Year. You can override the date range via the from/to boxes to the right.
- Show: Choose between summary or details.
Options
- Only payees with total >= 600: Checked by default, uncheck to include all payees regardless of total paid amounts.
Note
The $600 default follows the IRS 1099 filing guideline.
- Exclude 1099 Ineligible Payees: Checked by default, Uncheck if you want to include ineligible payees as well.
Note
You can designate whether a specific payee is 1099-eligible.
For additional information, see E-File a 1099-MISC Form.
View/Download
Click View to preview the report or to download, select the preferred format (Excel/pdf) and click Download.
Learn more about generating reports.
Sample Reports
Summary
Detailed
