How to: Edit 1099 Coding on Transactions

To review transactions and identify entries that need 1099 coding changes, an All Paid Transactions with 1099 Filter report can be generated.

Run an All Paid Transactions with 1099 Filter Report

Edit 1099 Coding on Transactions

Run an All Paid Transactions with 1099 Filter Report

Step 1: Click + to the right of Accounting Reports on the left navigation.

Step 2:   Select T4A/1099 REPORTS from the Category drop down menu.

Step 3: Select All Paid Transactions with 1099 Filter OR All Paid Transactions with 1099 Filter (Cross Projects) from the Report Type drop-down menu.

If you are running the All Paid Transactions with 1099 Filter (Cross Projects), select the projects from the Projects filter.

 Step 4: Enter the date range for the applicable 1099 tax year.

Step 5: Click QUEUE REPORT.

Step 6: Click VIEW REPORTS MONITOR.

Step 7: Download and review the report to identify any transactions that need 1099 coding changes.

Edit 1099 Coding on Transactions

Step 1: Go to the transaction grid on the left navigation (in this article a bill will be used as an example).

Step 2: On the desired transaction, click ACTIONS and then VIEW IN NEW TAB.

Step 3: Click EDIT

Step 4: Select the appropriate 1099 code from the 1099/T4A drop down menu.

Step 5: Click save to apply the change(s).