Override the default 1099 form or box for a line item

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 enable override of 1099 form and box for line items, you can change these values on a case-by-case basis during transaction creation.

Requires that Accounts Payable, Purchasing, or Expenses be enabled for 1099 form and box override, depending on where the transaction originated.
Subscription

Accounts Payable

Purchasing

Time and Expenses
User type Business, Employee
Restrictions

1099s are for US-operating companies only.

  1. Locate the transaction record and the appropriate line item.

    For example, go to Accounts Payable > All > Bills > Edit next to the appropriate bill. Or, go to Expenses > All > Expenses > Staff expenses > Edit.

  2. For the line item, click Show details.

    The line-item details area appears.

  3. In Form 1099 type, select the appropriate form from the dropdown.
  4. In Form 1099 box, select the appropriate box from the dropdown.
  5. Close the details area by clicking Hide details.
  6. Click Save.

The transaction might have originated in Purchasing and might have a transaction definition that doesn't post to Accounts Payable. Or, the supplier might not be set up for 1099 treatment.