1099/1096 Report - Selection Criteria

Use this window to specify selection criteria for the 1099/1096 Report: USA report.

To open the window, choose Financials Financial Reports Accounting 1099/1096 Report . Alternatively, open it from the Reports module.

After defining the report, you can view it in the 1099/1096 Report Window.

Note Note

This topic documents fields and other elements in this window that either are not self-explanatory or require additional information.

End of the note.

1099 Vendor Summary Report
Specifies that the 1099 report should be summarized by vendors.

1099 Summary by Form/Box Report
Specifies that the 1099 report should be summarized by 1099 forms or 1099 groups.

1099 Form
Generates the 1099 report for one 1099 form only. The report results are summarized by vendors. The print layout for this report is designed for printing on official 1099 forms.

1096 Form
Generates the 1096 report. This is an annual report that summarizes all the payments by box type. The print layout is designed for printing on an official 1096 form.

Show Not Submitted
Report includes only documents that are not yet marked as submitted.

Show Submitted
Report includes documents that are marked as submitted.

1099 Forms
Opens the 1099 Report – Selection Criteria window, where you can select specific 1099 forms to be included in the report.

1099 Boxes
Choose the button to open the 1099 Boxes – Selection Criteria window, where you can select specific 1099 boxes to be included in the report.

Include Payments Which Are Not Based on Invoices
Report includes payments created for vendors, not based on invoices.

Include Vendors with 1099 Amount Lower than Required
Report includes vendors with 1099 amounts lower than the minimum amount defined for the box assigned to them.

Vendor Group
Report includes only vendors linked to the group specified here. Choose All to include vendors of all groups.

Properties
Opens the Properties window, where you can select business partner properties as selection criteria for the report.

Posting Date From, To
Specify the posting date range to be included in the report. By default the range representing the calendar year of the current system date appears.