Field descriptions: 1099 E-file Submissions

1099 e-file information

The following table describes each option on the 1099 e-file information page.

Time period

Time period field descriptions
Field Descriptions

Tax year

Select the year for which to e-file forms. Typically, you file tax 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 suppliers

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

From supplier and To supplier

Include data only for a specific supplier or range of suppliers.

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, suppliers, items, and accounts are all examples of objects.

Select all employees

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

From employee and To employee

Include data only for a specific employee or range of employees. By default these boxes are blank, which means the report will include all employees.

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, suppliers, items, and accounts are all examples of objects.

Location

Limit results to a suppliers or employees within a specific location.

Entity or entity group

Select the entity or entity group for which to file for.

Learn more about filing 1099s in a multi-entity environment.

Exclude credit card payments

Select this checkbox to exclude credit card payments.

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

Include suppliers regardless of 1099 status

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

1099 form

1099 form field descriptions
Field Descriptions

Form type

Select which 1099 form to file. Learn about supported 1099 forms.

1099 e-file submissions

The following table describes each option on the 1099 e-file submissions page.

1099 e-file submissions field descriptions
Field Descriptions

Batch ID

Appears when TaxBandits receives the batch of 1099 forms for e-filing. This is the identifier for the created batch of 1099s. Select to be redirected to the TaxBandits website where you can create a TaxBandits account or log in to an existing account.

Date

The date the batch was created.

Entity

The entity for which you are e-filing.

User

The user who submitted the batch.

Form type

The 1099 form type included in the batch.

Currently, only 1099-MISC and 1099-NEC forms are supported for e-filing with TaxBandits.

Forms

The number of forms included in the batch.

Status

  • Submitted: TaxBandits received the batch of 1099 forms. You should see a link in the Batch ID column on the 1099 E-file Submission page.

  • In progress: The batch is being sent to TaxBandits but hasn't yet arrived. This can take a few minutes. Refresh the page to view up-to-date statuses.

  • Failed: Sage Intacct found errors in supplier or transaction data. Select the Action dropdown and select View errors.

Action

View errors: Appears if the batch has a status of Failed. After you view errors, update information accordingly and then resubmit the batch.

Resubmit: After you update information in a Failed batch, you can resubmit the batch to TaxBandits.