The 1099 Vendor Report shows annual payment totals for vendors flagged as 1099-reportable.
What this report is for
Use 1099 Vendor Report to review vendors marked as 1099-reportable and their reportable payment totals for a selected year.
The report is read-only. It does not mark vendors as 1099 vendors, change vendor addresses, change payments, or file tax forms.
Screen path
Dashboard > Finance > Reports > 1099 Vendor Report
Report controls
| Control | Use |
|---|---|
Year |
Select the report year. The list includes the current year and the prior six years. |
All |
Show all flagged 1099 vendors. |
Paid Only |
Show flagged vendors with reportable paid amount greater than zero. |
$600+ |
Show flagged vendors with reportable paid amount of at least $600. |
| Search | Search by vendor code, vendor name, or account number. |
Copy for Excel |
Copies the current filtered report. |
The report loads automatically when opened and reloads when the selected year changes.
Report columns
| Column | What it shows |
|---|---|
Vendor Code |
Vendor code. |
Vendor Name |
Vendor name and pay-to name when different. |
Address |
Pay-to address when available, otherwise vendor address. |
Account # |
Vendor account number. |
Payments |
Count of reportable non-credit-card payments. |
Methods |
Payment methods used for reportable payments. |
Total Paid (Reportable) |
Payment total included in the reportable amount. |
CC Paid (Excluded) |
Credit card payment total excluded from reportable amount. |
The footer shows totals for the current filtered view.
Credit card payment exclusion
Credit card payments are excluded from the reportable total because card processors report those payments separately.
PAX treats a vendor payment as credit card activity when any of these are true:
- The payment is linked to a company credit card.
- The payment type is
cc_prepayment. - The payment method is
Credit Card.
Excluded credit card totals appear in CC Paid (Excluded) for review.
What happens behind the scenes
Opening or filtering the report does not change records.
When the report loads, PAX:
- Reads vendors flagged as 1099-reportable.
- Reads vendor payments for the selected calendar year.
- Uses pay-to vendor fields when available and falls back to vendor address fields.
- Sums reportable non-credit-card payments.
- Separately sums excluded credit card payments.
- Counts reportable payments and lists distinct reportable payment methods.
Only vendors marked as 1099-reportable appear in this report.
Troubleshooting
A vendor is missing
Likely cause: The vendor is not marked as 1099-reportable.
Safe fix: Review the vendor record in Vendor Detail Overview.
Contact support if: The vendor is marked as 1099-reportable but still does not appear.
The reportable total is lower than expected
Likely cause: Credit card payments are excluded from the reportable total and shown separately.
Safe fix: Review CC Paid (Excluded), payment methods, and vendor payment history before changing payment records.
Contact support if: A non-credit-card payment is being excluded.
The address is wrong
Likely cause: Pay-to fields or vendor address fields may be incomplete or outdated.
Safe fix: Review the vendor record before using the report for filing support.
Contact support if: The vendor record is correct but the report shows old information.