Tax Reports

1099 & 1096 Overview
R365 offers the ability to track any 1099 eligible transactions by Vendor.  This is set on the Vendor record and is unique to each Vendor.  Refer to the fol...
Tue, Jan 21, 2020 at 11:57 AM
1099 - Electronic 1099 Export to tax1099.com
In compliance with changes to the tax filing requirements in the 2017 tax year, R365 has created the 'Tax1099.com Export' report available in ...
Wed, Feb 28, 2018 at 3:59 PM
1096 Tax Form
Per the IRS tax code, certain vendors must be classified as 1099 Vendors. Having 1099 Vendors requires those purchasing from them to submit a 1099 tax form....
Tue, Mar 20, 2018 at 2:13 PM
1099 Tax Form
Due to tax filing changes effective for tax year 2017, R365 has created a new eFiling export for 1099 reports.  Please refer to the following article for mo...
Fri, Jan 18, 2019 at 10:41 AM
Retained Earnings and Year-End Close Procedures
Year-End Checklist To help provide a smooth, holiday season transition, view this Year-End Checklist to ensure that all tasks are completed before begin...
Mon, Dec 23, 2019 at 12:21 PM