Edit company or entity 1099 payer information

You might need to correct or update the payer information that prints on your 1099 report. For example, the Federal ID might be blank, or the address might be out of date.

Edit the company name, address, or Federal ID on 1099s

1. Go to Company > Setup > Company > Edit.

   The Company information page appears.

2. On the General information tab, locate the Name field, Address line 1, Address line 2, City..., and Federal ID fields.
3. Enter the appropriate information.
4. Select Save.

Edit the entity Federal ID on 1099s

1. Within the entity, go to Company > Setup > Entities > Edit.

   The Entity information tab appears.

2. On the Entity information tab, locate the Federal ID field.
3. Enter the appropriate information.
4. Select Save.

Edit the entity name and address on 1099s

If you are enabled to Issue a separate 1099 per entity, you can have the legal address of the entity print on 1099 forms.

1. Within the entity, go to Company > Setup > Entities >Edit.

   The Entity information tab appears.

2. On the Entity Information tab, locate the Legal contact section and select Enable legal name and address on 1099 and 1096 forms.
3. Enter the appropriate legal name and address information.
4. Select Save.

Edit the entity phone number on 1099s

The phone number listed on the entity contact prints on 1099s. If there is no entity contact, the phone number on the Company information page prints.

1. Within the entity, go to Company > Setup > Entities >Edit.

   The Entity information tab appears.

2. On the Entity information tab, locate the Contacts section.
3. Select a contact from the Entity drop down.

   Make sure this contact has a phone number.

4. Select Save.

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.