Run 1099 Payments Export

Use this process to create a data file containing detail relating to payments made to suppliers, against which a 1099 tax reporting code is assigned. It is applicable only if the company is subject to U.S. sales tax and must report supplier payments (each calendar year) to both the payee and the IRS.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Year

The default value is 2010 (the IRS year Greentree Desktop is compliant with).

1099 Form

Select the 1099 Form to run the export for. The default is 1099-MISC.

Supplier Selection

Select the range of suppliers to which the export applies, using either supplier code, alpha, or name.

Report Order

Select an option to sort the data output by supplier code or supplier name.

TIN

Enter your company's tax registration number.

TCC

Enter the five-digit transmitter control code assigned to your company by the IRS.

Name control

Enter the name control assigned to your company by the IRS. You can find this on your 1099 packet's mailing label.

Prior year

Select this option if you are running the extract for a prior year.

Last filing indicator

Select this option if this is the last year you are filing 1099 information.

Create a test file

Select this is to create the extract for submission to the IRS as a test file.

Output file

Select or browse for the destination of the output file.