In compliance with changes to the tax filing requirements in the 2017 tax year, R365 has created the ' Export' report available in 'My Reports'. is a third party service that allows you to eFile 1099 reports to meet new tax filing regulations.  Please refer to for more information about their services, and pricing. Export

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 ' 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 export file.

  • Note: Click here to learn more about Saved Views and their added functionality.