Enhanced interface
Exclude a line item from 1099 treatment
Related information
Related topics
By default, each supplier or employee is set up to have a specific 1099 form and box to which all associated transaction information is tagged.
If your company is configured to allow override of 1099 form and box for line items, you can exclude a line item from 1099 treatment on a case-by-case basis.
Requires that Accounts Payable, Purchasing, or Expenses be enabled for 1099 form and box override, depending on where the transaction originated.
Permissions and other requirements
| Subscription |
Accounts Payable Purchasing Time and Expenses |
|---|---|
| User type | Business, Employee |
| Restrictions |
1099s are for US-operating companies only. |
- Locate the transaction record and the appropriate line item.
For example, go to Accounts Payable > All > Bills, and click Edit next to the appropriate AP purchase invoice.
- Locate the line item and deselect the checkbox for 1099.
- Click Save.
