Accounts Payable Q&A: Exclude from 1099 Information

November 2020    Tags: 1099s, Accounts Payable, Vendors

We have an invoice that we want to exclude from a vendor’s 1099 form this year. Is there any way to do this, or must we delete the invoice to keep it from being included?

The Exclude from 1099 Reporting check box in Invoice/Manual Checks 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. From the File menu, point to Open and select Invoice/Manual Checks.
2. Select the desired Vendor.
3. Select the desired Reference number.
4. In the Payment Information section, select 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 does not have a Federal ID # or 1099 Info entered.