[AP] 1099 Audit/Process

Created by Crystal Millington, Modified on Mon, 29 Dec at 4:40 PM by Crystal Millington

Open AP 1099 Processing
Go to Accounts Payable > Programs > AP 1099 Processing.
Edit Transactions
Click Tasks > Edit Transactions.
Enter Year Ending Date (e.g., 12/25) and Vendor #.
Add transactions by Paid Month or Expense Month (check Paid Month 9/25).
Click Refresh to view transactions.
Edit Transaction Details
Review the transaction and edit the 1099 box, Type, and Box # if necessary.
You can update the data for each month.
Review Totals
The totals shown are what will be printed on the 1099 forms.
You can edit the amounts or move them to different boxes.
Use the Other Data field for state/local reporting if required.
Generate Reports
Click Options > Reports to access the AP 1099 Report and AP 1099 Totals.
Set your report parameters (summarized or detailed, vendor/company totals).
Print and eFile
2025 Tax Year: Print 1099s or submit electronically using Aatrix.
To eFile: Click Tasks > Download, select calendar year, enter Minimum Payment Amount, and provide contact details.
Aatrix: Follow prompts to print or eFile 1099 forms.
After completing the process, review your Data Form and proceed with payment options (optional).