1099-NEC summary report

Use the 1099-NEC summary report in Menu > Reports to review posting payments to vendors marked 1099 eligible for a selected transaction-date range. It excludes draft, unpaid, and non-posting payments and payments to ineligible vendors, and it does not subtract the reporting threshold from the displayed total.

Before you begin

Vendors and eligible payments must be marked for 1099-NEC reporting. Review vendor eligibility and the reporting threshold before relying on the totals.

Run the report

  1. Open Menu > Reports. In Search by report or description, enter the report name and press Enter.
  2. Select 1099-NEC summary report.
  3. Select Change date range, choose the reporting period, and apply the change.
  4. Optionally filter by Vendor or In 1099-NEC report.
  5. Review the reportable payment totals for each vendor.
  6. To download the report, select Export as PDF or Export as Excel (.xlsx).

How the report is calculated

The report includes paid, posting vendor payments whose vendor is marked 1099 eligible. Total payments is the sum of the included vendor payment totals in the selected transaction-date range. Draft, unpaid, non-posting, and payments to vendors that are not marked 1099 eligible are excluded. Use the In 1099-NEC report filter to review whether included payments are marked for the report. The reporting threshold is not subtracted from the total.

For vendor eligibility and the reporting threshold, see Review 1099-NEC vendors.