1099 Data Export

Use the 1099 Data Export to generate the file you need for electronic filing of 1099 return information. This report has the Report to Grid feature that allows you to edit the data before generating the export file.

The report is accessed from Reports > Vendor.

Report filters are:

Export instructions

  1. Designate the report parameters.

  2. Click Report to Grid.

  3. Edit the data as needed. Note: If you can't edit all the data at once, you can select Return to Report Selection Screen from the gear menu. Then when you're ready to edit the data, choose the report from Reports > Vendor, and click Continue with Previous Editing to return to the grid.

  4. Click Export to File.

 

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