In compliance with changes to the tax filing requirements in the 2017 tax year, R365 has created the 'Tax1099.com Export' report available in 'My Reports'. Tax1099.com is a third party service that allows you to eFile 1099 reports to meet new tax filing regulations. Please refer to tax1099.com for more information about their services, and pricing.
Navigate to 'My Reports' and select the 'Vendors' tab. Alternatively you can use the search feature and search for '1099'. If no results appear, please check with your R365 Administrator and ensure that you have been given access to the 'Tax1099.com Export' report as part of your assigned Report Role
Click either the '>' arrow for the quick parameters, or the 'Customize' button to set the export parameters. Settings include the following:
- Legal Entity selector
- Vendor selector
- Tax Year field
When all settings are in place, click the green download button to download your tax1099.com export file.
- Note: Click here to learn more about Saved Views and their added functionality.