Review 1099-NEC vendors

Use Menu > Accounting > Settings > Taxes > Review 1099-NEC vendors to identify which eligible vendors and payments are tracked for 1099-NEC reporting in a selected year. The page compares tracked and untracked vendors, displays the reporting threshold and total payments, and helps you identify vendor or payment configuration that needs correction before reviewing the final report.

Before you begin

The relevant vendors must be eligible for 1099 reporting, and their vendor bills and payments must be marked In 1099-NEC report.

Review vendors

1. Select Menu, then select Accounting > Settings.
2. On the Taxes card, select Review 1099-NEC vendors.
3. Select the reporting Year.
4. Review the 1099-NEC threshold.
5. Select Tracked for 1099-NEC to review vendors currently included in reporting.
6. Select Not tracked for 1099-NEC to identify vendors that might require configuration changes.
7. Review Total payments. The list is ordered from the highest payment total to the lowest.

Use the 1099-NEC summary report to review the report output for the required period.