1099 NEC Data Export

Use the 1099 NEC Data Export to generate the file you need for electronic filing. 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 Management.

• Adjustments you make in Vendor 1099 Adjustments are reflected in both the printed forms and the 1099 data export.

• You can change a vendor’s 1099 status at any time in Vendor Management, however AptaFund will only track purchases made from the time you specify them as 1099. The system does not retroactively calculate 1099 amounts.

• The 1099 Reporting Threshold is specified in Purchasing Configuration. Only vendors paid the threshold amount or more are reported on the 1099-MISC Form, 1099-NEC Form, the 1099-MISC Data Export, and the 1099-NEC Data Export. 

Report filters are:

• Tax year

• Previous year — no or yes

• File type — original, test, or replacement

• Replacement alpha character — only required for replacement files

• 1099 agent — no or yes

• Terminating business — no or yes

• Export type — federal or Iowa

• 1099 vendor — all or selected

Export instructions

1. Designate the report parameters, including the State Withholding Permit Number, if applicable.

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.

Return to Vendor Reports Overview

Return to Vendors Overview