Tutorial

Pull a list of vendors who need a 1099

  • 28 April 2022
  • 2 replies
  • 45 views

Userlevel 5
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Why is something that should be so easy so hard!? Every year a mad dash is started to try and understand which vendors need 1099’s and every year everyone wonders why there is not a better way. 

 

With Digits Search there is a better way.

 

Accountants can quickly identify who the vendors are that need 1099s for a client in seconds! 

 


1. Open Digits Search
2. Search for "Expenses"
3. Change view to "Last 12 Months" or “Custom” to the time Frame you need
4. View your top vendor lists and quickly see which vendors you spent over 600$ with

 


2 replies

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These are really potential vendors who need a 1099. There is also the question of (eg) if they are a corporation, then the don’t get one. Also the biggest challenge now is figuring out how much was paid via credit card vs other means, so you only 1099 the amount paid that won’t be going on a 1099-K.

Userlevel 5
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Great point @Seth David and this is good feedback for the team. Please keep it coming!

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