Accounts Payable Q&A: Exclude from 1099 Reporting

November 2022    Tags: 1099s, Accounts Payable, Year-End

We have an invoice that should not be included in a vendor’s 1099 totals. Is there a way to exclude this amount?

The Exclude from 1099 Reporting check box in Invoice/Manual Check Entry provides the ability to do just that. This check box can be selected or cleared at any point, even if the invoice has been posted to Tabs3 General Ledger.

To exclude an invoice from a Vendor’s 1099 form

1. In the Quick Launch, search for and select “Invoice/Manual Check Entry.”
2. Select the desired Vendor.
3. Select the desired Reference number.
4. In the Payment Information section, select the Exclude from 1099 Reporting check box.
5. Press Ctrl+S.

Note: The Exclude from 1099 Reporting check box will not be available if the vendor is a miscellaneous vendor or does not have a box specified for the 1099 Info field.