1099 Payee Ledger Report

Introduction

You can produce a list of payment transactions in a given date range to assemble 1099 issuance list

To Access Report

Go to Reports > Accounting > 1099 Payee Ledger

Report Details

Payee Name: Check the box to show all payees. To show a specific payee, uncheck “all payees” box and type in the payee name.

Banks: Choose the bank/s you want to view the ledger for.

Date Range: The date range options you have are All Dates, Last Month, Last Year, This Month, and This Year

Show: Choose summary or details

Options: Choose only payees with total > = 600 and/or exclude 1099 ineligible payees

To preview the report, click view.

When ready, click download.

Learn More

To learn more about the 1099 Payee Ledger and how to e-file from Cosmolex, click here.

Updated on May 31, 2018

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