The 1099 Final Processing Report generates the information that will appear on your project’s 1099 forms. Only vendors meeting federal thresholds are included, though any vendor with federal or state tax withholdings will be listed regardless of threshold amounts. This report can be generated for an individual project or on a cross-project company basis.
1. Navigate to Accounting Reports
First, navigate to the Accounting Reports module.
2. Click Run Report
Next, click on Run Report in the upper right corner.
3. Click on T4A/1099 Reports
Now, click on T4A/1099 Reports to open the list of available reports in this category.
4. Select 1099 Final Processing Report
Click on 1099 Final Processing Report for an individual project or 1099 Final Processing Report Company for multiple projects.
5. Edit Report File Name
Enter any needed changes to the File Name.
6. Choose Projects if applicable
If you are generating the 1099 Final Processing Report Company report, select the projects to include from the Projects section.
7. Select Date Range
Next, select Range of Dates and enter dates for the applicable 1099 tax year.
8. Queue Report
When you’re ready, click on the blue Queue Report button in the bottom right corner.
9. Return to Accounting Reports
Click the white Back button to return to the Accounting Reports module.
10. Review and Download Report
Click on the desired format (PDF or Excel) to view the report. The Excel version of the report will be used for processing the 1099s and contains two tabs: 1099-MISC and 1099-NEC.
Please contact us if you have questions at [email protected] or visit the Process 1099s section of the GreenSlate Help Center here.