Tax Reports

Vendor 1099 Listing

The vendor 1099 listing shows the vendor ID, Vendor Name, Vendor Type Tax ID, as well as other information dependent upon the Form Type selected. Below is sample data for Non-Employee Compensation form types.

Filter options include Company, Date Range, Specific Vendors, and an option to also show vendors below the IRS minimum.

1099 Detail List

This report provides details on the 1099s for a specific vendor, or for all vendors. Navigate to the menu Analysis -> 1099 Detail List.

Select the internal company name from the drop down, the date range of the vendor activity, and choose the vendor. You may leave it blank and this will return the data for all vendors for the company and date range.

Click the “Include Vendors Below IRS Minimum”. And this will turn the value to yes to include these vendors that have 1099s which fall below the minimum amount required by IRS to receive a 1099. Click “Get Data”.

The screen will display the vendor ID and name with hyperlinks to view the vendor, the vendor type, tax ID, payment check ID, check amount, and amount which falls into various categories, such as employee compensation, rent, royalties, other income, attorney fees, interest, etc. The final column displays the tax amount withheld, if any.

Vendor 1042 Listing

For vendors subject to 1042 taxes, this report will display the vendor ID and Name (with links to open their Vendor Account), as well as vendor type, tax ID, Income Code, Chapter, Ch 3 Exemption Code, Ch 4 Exemption Code, Amount Paid and Amount withheld.

Vendor Tax Withholdings

This report displays for any given year (year selected in top right) what vendors have has taxes withheld, what tax code it was, what tax rate it was, the withholding limit for that tax, the taxable payments made, taxes withheld and total amount paid.

The vendor name is a hyperlink that can be clicked to open the vendor overview screen in another tab. User can hover over the vendor name and the vendor ID will be displayed. User can hover over the Tax name and the Tax ID will be displayed.

Vendor 46G Listing

Navigate to Analysis -> Vendor 46G Listing

The screen allows you to drill through the hyperlinks of vendors and sort the data by column.