1099 credit card transactions

While Sage Intacct doesn't support the 1099-K form, you can tag track 1099 credit card transactions within Intacct for your own reference.

By default, the 1099-MISC form doesn't include credit card transactions. For all other 1099 forms that Intacct supports, you can choose to include or exclude credit card transactions on associated forms and reports.

To tie out your 1099-MISC form with the 1099 report, select Exclude credit card payments on the 1099 Report page.

Exclude 1099 credit card transactions on 1099 form

Subscription Accounts Payable
User type Business
Permissions Form 1099: Run
  1. Go to Accounts Payable > All > 1099s > Print 1099 form.
  2. Select the time period and the form to print.
  3. Scroll to the Filters section and select Exclude credit card payments.
  4. Click Print.

Exclude 1099 credit card transactions on the 1099 report

Subscription Accounts Payable
User type Business
Permissions 1099 report: Run
  1. Go to Accounts Payable > All > Reports > 1099 >1099 reports.
  2. Select or enter your report information. Scroll to the Filters section and select Exclude credit card payments.
  3. Click Print.

View credit card payments tagged as 1099

To view which credit card transactions are tagged as 1099, compare the 1099 report with and without credit card transactions.

First run the report and select to Exclude credit card transactions. Then, run the report again only this time leave the checkbox unselected. The differing transactions are the ones tagged for 1099s.

Need more help?

We offer training and a step-by-step guide to help you through the 1099 process. If you have questions or encounter specific issues, be sure to check out our troubleshooting topic.