1099 Preview Report
The 1099 Preview Report will show all the vendors who are selected in the maintenance grid and the amounts to be pulled for the date range entered.
You can re-run this report as many times as needed to verify the information that will pull into the 1099 forms. This will NOT pull the amounts into the edit area to print 1099 forms.
NAVIGATION: UTILITIES menu > 1099 Processing > 1099 Preview Report
- Select a pay group or leave blank for all pay groups
- Start Date: Enter the beginning of the year you will be printing the 1099s for, i.e., 01/1/2025
- End Date: Enter the last day of the year you will be printing the 1099s for, i.e., 12/31/2025
- Print, preview, or save the report (see Report Preview, Print and Save Options).
- Go back to the Vendor W9/1099 Maintenance grid to update/correct any vendor information.
01/2026