Export 1099 information

Create a 1099 file in Sage Intacct and export it to:

  • verify total reportable 1099 amounts and other information before you print or e-file forms.

  • upload the file with a third party e-filing service.

    If you're filing for more than 10 vendors or employees, tax law requires you to file electronically. File with one of our approved vendors in the Sage Intacct Marketplace.

1099s are for US-operating companies only.

Before you begin

If you're exporting the file to upload it with a third party e-filing service, first run the 1099 Report to verify vendor or employee 1099 amounts. You might need to update 1099 information.

Export 1099 information

Select the information that you want to include in the file. Then, export it in one of the following formats: CSV, Excel, XML, or XSD.

Subscription Accounts Payable
User type Business, Employee
Permissions Form 1099: Run
  1. Go to Accounts Payable > All >1099s > Export 1099 file.
  2. Select the appropriate year from the Year ending dropdown.

    Typically, you print 1099 forms after the end of the year. Therefore, the default for this dropdown is the previous year.

  3. You can Select all vendors to show results for all vendors.

    Alternatively, use the From vendors and To vendors dropdown menus to only include results for a specific vendor or a group of vendors.

    All From and To field pairs work the same way. Use them to get search results in as broad or as fine a range as you need, from everything in the system down to a single specific object.

    To run this report for a single object:

    1. From the From dropdown list, select the object you want.
    2. From the To dropdown list, select the same object.

    To run this report for a specific range of objects:

    1. From the From dropdown list, select the object that you want at the beginning of the range.
    2. From the To dropdown list, select the object that you want at the end of the range.

    To run this report for all objects:

    Leave both fields blank.

    If you have a large number of objects or the report takes too long to process, use the From and To fields to run a series of smaller reports. For example, you can run five reports, one each for objects whose names begin with A-E, then F-J, K-O, P-T, and U-Z.

    An object is a catch-all term that refers to any specific data item in the system. Customers, vendors, items, and accounts are all examples of objects.

  4. If you're in a top level company, select an Entity or entity group.

    Then, do one of the following:

      • Select Individual Report to print a separate report page for each entity in the group.
      • Select Prompt on run to prompt you to enter the entity and time period before creating the file.

    The currency of the amounts in the file will appear in the entity's currency.

  5. If you're in an entity, select a Location.
  6. Optionally, select to Exclude credit card payments from the file.

    By default, credit card payments appear for all forms except the 1099-MISC.

    To tie out your 1099-MISC form with the 1099 report, select this option.

  7. Optionally, select to Include vendors regardless of 1099 status.

    These are vendors who are no longer setup for 1099 treatment but still have 1099 transactions tagged in Intacct.

  8. In the Format section, select the Form to print.
  9. Sort numerically by Vendor ID or employee ID or alphabetically by Vendor name or employee name.
  10. In the dropdown next to Export, select the file format.
    If you select Individual report in the filter section, you need to select Process & store

    Due to their potentially large size, files with departments and locations on individual pages can be run offline only.

  11. Click Download the file and save the file to your device.

Step 1: Process and store the file

  1. Click Process & store to run the file on a specified date. The Storage options dialog box appears.
  2. Enter the date on which to run this file, using MM/DD/YYYY format. Optionally, use the calendar icon to select a date.
  3. Specify where to store the file.
  4. Enter a Name for the file.
  5. Select either CSV or Excel from the Report type dropdown menu.
  6. Click OK. The following message appears: The report is being processed offline. Check My stored reports for the file results.

Step 2: Print the file

  1. Go to Accounts Payable > All > Reports > My stored reports.
  2. Click View Status next to the appropriate file.
  3. Click Print To. and select either PDF or XML. A window opens for you to provide a name and location for the downloaded file.

Next step

Upload the file with a third party vendor chosen from the Sage Intacct Marketplace to file 1099 forms electronically.

  1. Go to the Sage Intacct Marketplace.
  2. In the search bar, enter 1099 and click Search.
  3. Locate an appropriate vendor of your choice.

Field descriptions

The following table describes each option on each field on the Export 1099 file page.

Time period

Time period field descriptions
Field Descriptions

Year ending

Select the reporting year for which to print forms. Typically, you print 1099 forms after the end of the year. Therefore, the default for this dropdown is the previous year.

Filters

Filters field descriptions
Field Descriptions

Select all vendors

Include all vendors to whom you issue the form specified in the Form to print dropdown.

By default, this checkbox is selected.

From vendor and To vendor

Include data only for a specific vendor or range of vendors.

By default these fields are blank, which means the file will include all vendors.

Select all employees

Include all employees to whom you issue the form specified in the Form to print dropdown.

By default, this checkbox is selected.

From employee and To employee

Include data only for a specific employee or range of employees.

By default these fields are blank, which means the file will include all employees.

Location

Limit results to a specific location.

Entity or entity group

Enables the top-level company to print a subordinate entity's 1099 forms on either an entity-by-entity basis or as a combined filing.

If you select an entity, Intacct prints the 1099 forms as if the entity were a separate company. So, if two entities pay the same vendor, the payments from each entity appear on separate 1099 forms.

If you select an entity group, you can print one combined 1099 that's the sum of all the amounts for all the entities.

Individual report

Select if you want each entity or entity group to have its own report page. This enables you to view balances for each entity, regardless of their Federal ID.

Selecting Process & Store is required if you select this option.

Prompt on run

Force Intacct to wait for you (or anyone using this report) to enter an entity or entity group before it will run the report.

Exclude credit card payments

Select this checkbox to exclude credit card payments.

Credit card transactions are never included in 1099-MISC forms.

Include vendors regardless of 1099 status

Include vendors that are no longer set up for 1099 treatment but still have 1099 transactions tagged in Intacct.

Format

Format field descriptions
Field Descriptions

Form to print

Select which 1099 form to print.

Sort by

Choose to sort numerically by Vendor ID or employee ID, or sort alphabetically by Vendor name or employee name.

Do not print Vendor ID/Employee ID

Select to exclude this information on the printed 1099 form.

To print this information under the account box on the 1099 form, leave this field blank.

Corrected

Select to indicate the form you're printing is a corrected one. The Corrected box automatically prints with a checkmark on your form. You might need to send a corrected form if you already sent a form to the IRS but it contained incorrect information.