Export all 1099 MISC, NEC, and INT data from R365 using the 1099 Export report. Selected forms can be ran individually for each Legal Entity or under a Common Payer and then imported into tax1099.com so that your Organization's taxes can be done electronically.



Navigation


To navigate to the 1099 Export report, click 'My Reports' under 'Reports' in the left pane and then select 'Vendors' in the top header of the reporting window. Once opened, a listing of reports will be shown. 


Find the '1099 Export' and select 'Customize' next to the report. This will open up a listing of all Report Parameters that can be set to pinpoint the exact download a User needs.



Report Parameters



1) Legal Entity - A listing of all Legal Entities. Only one Legal Entity can be selected

2) Vendor - A listing of all 1099 Vendors for the selected Legal Entity

3) Year - The year that the 1099 report is ran for. This field is defaulted to the current year

4) Threshold Amount - The baseline amount for Vendor 1099 transactions to be included in the report. Vendors with an annual aggregated amount equal to or greater than the listed amount will be included in the report

5) Form Type - The type of 1099 Form ran for the report. Options include:

  • 1099-MISC - Miscellaneous Income
  • 1099-NEC - Nonemployee Compensation
  • 1099-INT - Interest Income

6) Process As A Common Payer - The option to process the Legal Entity as a Common Payer. If selected and the Legal Entity selected is a Common Payer, as noted on the Legal Entity record, then all Legal Entities assigned to report through this Legal Entity will be included

  • Note: A Common Payer Legal Entity must have 'Yes' selected to include all assigned Legal Entities in the report

7) Download - This will download the report


Click here to learn more about Report Views and their added functionality.



Report Columns


When the file downloads, the following columns will appear. 


A) Payer Type - The type of Vendor

B) Payer TIN Type - The types of identification numbers used to classify the Legal Entity, including Social Security Number (SSN), Individual Taxpayer Identification Number (ITIN), Adoption Taxpayer Identification Number (ATIN), or Employer Identification Number (EIN)

C) Payer TIN - The Legal Entity's Tax ID

D) P Business Name or Last Name - The Legal Entity name

E) P First Name - This is used for an Individual Payer Type. Since this is listed for a 'Company, this field will be left empty

F) P Middle Name - This is used for an Individual Payer Type. Since this is listed for a 'Company, this field will be left empty

G) P Suffix - This is used for an Individual Payer Type. Since this is listed for a 'Company, this field will be left empty

H) P Disregarded Entity - The entity that is separate from the owner's other entities, but for tax purposes is considered a part of it

I) P Address 1 - The Legal Entity's Address Line 1

J) P Address 2 - The Legal Entity's Address Line 2

K) P City - The Legal Entity's city

L) P State - The Legal Entity's state

M) P Zip or Foreign Post Code - The Legal Entity's zip code

N) P Country - The Legal Entity's country

O) P Phone Number - The Legal Entity's phone number

P) P Email Address (optional) - An email address tied to the Legal Entity. This is an optional field

Q) P State id (optional) - The state's ID number. This is an optional field

R) Recipient Attention To (optional) - If the Recipient is a 'Business', this will list the Vendor contact's name, if entered in the Vendor record

S) Recipient Type - The 1099 Type, as set on the Vendor record. Options include:

  • Individual
  • Business (noted as 'Company' in R365)

T) Recipient TIN Type - The 1099 Type details, as noted on the Vendor record. Options include:

  • SSN (Individual)
  • EIN (Company)

U) Recipient TIN - The Vendor Tax ID number 

V) R Business Name or Last - The 1099 Company Name or the Individual's Last Name, as noted on the Vendor record

W) R First Name - If the 1099 Vendor is marked as 'Individual', then the Individual's first name will be entered

X) R Middle Name - If the 1099 Vendor is marked as 'Individual', then the Individual's middle name will be entered

Y) R Suffix - If the 1099 Vendor is marked as 'Individual', then the Individual's suffix can be entered

Z) R Address 1 - The 1099 Vendor's Address Line 1

AA) R Address 2 - The 1099 Vendor's Address Line 2

AB) R City - The 1099 Vendor's city

AC) R State - The 1099 Vendor's state

AD) R Zip or Foreign Postal Code - The 1099 Vendor's zip code

AE) R Country - The 1099 Vendor's country

AF) R Phone Number (optional) - The 1099 Vendor's phone number

AG) R Email Address (optional) - The 1099 Vendor's email address

AH) Acct No (optional) - A unique combination of numbers, letters, and special characters that can help identify the forms tied to a specific person. If you are not filing as a single person, this is not mandatory

AI) Box 1 Rents 

AJ) Box 2 Royalties

AK) Box 3 Other Income 

AL) Box 4 Fed Income Tax Withheld 

AM) Box 5 Fishing Boat Proceeds 

AN) Box 6 Medical & Health Care 

AO) Box 7 Payer made direct Sales of $5000 or more 

AP) Box 8 Substitute Payments

AQ) Box 9 Crop insurance proceeds 

AR) Box 10 Gross proceeds paid to an attorney

AS) Box 11 Fish purchased for resale

AT) Box 12 Section 409A deferrals

AU) Box 13 Excess Golden Parachute 

AV) Box 14 Nonqualified Deferred Compensation

AW) Box 15a State Tax Withheld

AX) Box 15b State Tax Withheld

AY) Box 16a State

AZ) Box 16a State No

BA) Box 16b State

BB) Box 16b State No

BC) Box 17a State Income

BD) Box 17b State Income

BE) FATCA filing requirement

BF) Client ID

BG) Exclude State Filing

BH) Recipient ClientId