Export all 1099 MISC, NEC, and INT data from R365 using the 1099 Export 2020 Tax Year 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 2020 Tax Year 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 2020 Tax Year' 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 2020

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 TIN - The Legal Entity's Tax ID

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

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

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

E) P City - The Legal Entity's city

F) P State - The Legal Entity's state

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

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

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

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

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

  • SSN (Individual)
  • EIN (Company)

K) Recipient TIN - The Vendor Tax ID number 

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

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

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

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

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

Q) R City - The 1099 Vendor's city

R) R State - The 1099 Vendor's state

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

T) R Phone - The 1099 Vendor's phone number

U) R Email Address - The 1099 Vendor's email address


Additional Fields

  • 1099-MISC

V) Box 1 Rents 

W) Box 2 Royalties

X) Box 3 Other Income 

Y) Box 4 Fed Income Tax Withheld 

Z) Box 5 Fishing Boat Proceeds 

AA) Box 6 Medical & Health Care 

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

AC) Box 8 Substitute Payments

AD) Box 9 Crop insurance proceeds 

AE) Box 10 Gross proceeds paid to an attorney

AF) Box 12 Section 409A deferrals

AG) Box 13 Excess Golden Parachute 

AH) Box 14 Nonqualified deferred compensation

AI) Box 15 State Tax Withheld

  • 1099-NEC

V) Box 1 Nonemployee Compensation

W) Box 4 Fed Income Tax withheld

X) Box 5 State Tax withheld

  • 1099-INT

V) Box 1 Interest Income

W) Box 2 Early Withdrawal Penalty

X) Box 3 Interest on US Savings Bonds and Treas obligations

Y) Box 4 Fed Income Tax withheld

Z) Box Investment expenses

AA) Box 6 Foreign tax paid

AB) Box 8 Tax-exempt interest

AC) Box 9 Specified private activity bond interest

AD) Box 10 Market discount

AE) Box 11 Bond premium

AF) Box 12 Bond premium on Treasury obligations

AG) Box 13 Bond premium on tax-exempt bond