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AP 1099 Types

Company Tracker action: implementation-setup-ap-1099-types Milestone: Accounts Payable / Module Setup (milestone_id=6, core_milestone_id=2) Order: 7 Estimated duration: 0.25 hours Typical owner: Controller

Purpose​

Confirm (and extend if needed) the environment-global 1099 form types that vendors can be assigned for year-end reporting. Types do nothing until vendors are flagged and assigned on AP Vendors.

Prerequisites​

  • Know which 1099 form types the vendor mix requires for the filing year (capability check, not a fixed starter list).
  • Coordinate with other companies on the same database: AP 1099 Types is environment-global.
  • Plan to complete type, box, and tax ID fields on each 1099 vendor in AP Vendors after types exist.

Vista configuration article​

See the detailed Vista guide:

Configuring AP 1099 Types

Field meanings and form steps live there. Do not restate them on this page.

Implementation guidance​

  • Types usually come pre-loaded. Confirm with the accountant which forms the client actually files; this action is not an IRS box encyclopedia.
  • Common types: NEC (non-employee compensation) is the usual workhorse. Interest (INT) and dividends (DIV) are also commonly used when those payments exist.
  • MISC is no longer the default path. If the legacy ERP still points vendors at Miscellaneous, convert them to the proper NEC designation (or the correct current type) during load — do not keep filing under obsolete Misc usage.
  • Load only missing types the filing year needs. Do not invent a full type list "just in case."
  • Accept means the Controller confirms the global type list and that 1099 vendors get type / box / Tax ID on the vendor master before production payments that must report.
  • The form is environment-global — coordinate add/rename/delete with every company on the database before changing types.
  • Year-end processing detail lives on the Vista 1099 processing article; Module Setup stops at the type master plus vendor assignment readiness.

Tips and gotchas​

  • Pre-loaded is normal — verify NEC / INT / DIV as needed; do not rebuild the catalog from scratch.
  • Legacy Misc → NEC (or the correct current type) on vendor conversion.
  • Global change = all companies on the system.

Done when​

  • Global type list matches filing-year needs (NEC available; INT/DIV when used; legacy Misc converted off vendors).
  • Owner accepts global-change coordination rule.
  • Path clear to complete 1099 fields on vendors before first reportable production payments.