This screen allows you to export 1099 data for e-filing with 1099Express. Any vendor that you will be reporting on using this feature must have the 1099 section of the Vendors screen configured.
The options screen appears similar to the following:
The following options are available to customize your report:
Year Enter the year you wish to report on.
Vendor Select the vendor you wish to report on.
Include vendors with total amount under $600 By default, if total payments to a vendor during the selected year do not meet the $600 threshold, the vendor's 1099 records will be excluded from the report. To include all records, regardless of total amount, check this box.
This is a corrected 1099 Check if this is a corrected 1099.
File Type Select the type of file you wish to generate. Select the 1099Express format (.src) to generate a pipe-delimited file to send to 1099Express for processing. If you simply wish to output the data to an Excel file for manual processing, select the Excel Spreadsheet format.
Export Directory Browse to the folder that you would like to export to.
Once you have set the desired options, click Create export files and the file will be generated and placed in the specified export directory. If records matching your criteria were found and successfully exported, you should receive a confirmation message.