Vendor Tax / 1099

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If a vendor is a contractor or individual you need to issue a 1099 to at year end, track their tax information here. It is kept separate from the main vendor record so only people who need it see it.

Vendor Tax Info form with Track for 1099 checkbox, legal name, tax ID type, and tax ID fields

Getting Here #

Open the vendor and choose View → Tax Info in the sidebar. Use Back to Vendor to return. Access is controlled by the vendor tax permissions in Users and Permissions.

Fields #

  • Vendor name — shown for reference.
  • Track for 1099? — check this to flag the vendor for 1099 reporting.
  • Legal name (for 1099) — defaults to the vendor’s name if left blank; use this when the legal/tax name differs from how you refer to them day-to-day.
  • Tax ID type — choose SSN (an individual or sole proprietor) or EIN (a business).
  • Tax ID (SSN/EIN) — the vendor’s taxpayer ID, used for 1099 filing.

Click Save Changes to keep your entries.

Related #

Payments you make to the vendor are recorded through Bill Payments and Quick Payment.

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