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 following articles for more information on forms 1099 & 1096. Overview  The Vendo...
1099 - Electronic 1099 Export to
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 re...
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. A 1096 tax form acts as an additional informative document for the IRS. Form 1096 primari...
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 more information on how to use this new report for Electronic 1099 Filing Restauran...
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 beginning the New Year. Click here for a downloadable copy of this checklist. Fiscal Years ...
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