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Processing AP 1099 Forms

Processing AP 1099 Forms reviews calendar-year payments for 1099-flagged vendors and generates forms for filing.

:::caution Vista download vs Aatrix Vista direct download supports 1099-NEC only. MISC, INT, DIV, and typical multi-form runs go through Aatrix. :::

Trimble Prepare / Process 1099s how-tos were read for this suite on the 2026-09-09 pass. An Aatrix corrections page was captcha-blocked after those notes, so this article documents the Vista report → edit → Processing → Download path that is confirmed, not a full Aatrix corrections field list.

Before you start​

  • AP 1099 Types are loaded and valid for the boxes you file.
  • Vendors are flagged subject to 1099 with type, box, and tax ID on AP Vendors.
  • Invoice 1099 data is correct on Payment Overrides in AP Transaction Entry where used.
  • Aatrix is installed and enrolled when you need non-NEC forms (MISC, INT, DIV, or multi-form runs).
  • Company DUNS is set in HQ Company Setup when required for filing.
  • For Aatrix electronic filing, have IRS Pub 1220, Form 4419 / TCC, and IRS Payer Name Control ready outside Vista as needed.

Steps​

Review and correct calendar-year amounts​

  1. Run the AP 1099 Report (summary and/or detail) for the calendar year.
  2. Verify YTD amounts, remittance address, Tax ID, 1099 type, and box for each vendor that should file.
  3. Correct source data via AP 1099 Edit Transactions. Avoid direct YTD edits inside AP 1099 Processing; those weaken the audit trail.
  4. Use AP 1099 Processing when you need multi-box cases (for example CA withholding Box 16). Update vendors as needed, then rerun the AP 1099 Report.
  5. Review 1099 Email Consent by vendor / type when electronic recipient copies apply.

Generate forms​

  1. Open AP 1099 Processing → Tasks → Download.
  2. Complete AP 1099 Download fields (use F1 field help on the form).
  3. Launch the Aatrix wizard for MISC / INT / DIV / multi-form runs, or use Vista Download for NEC-only.
  4. NEC recipient copies are also available via AP Reports or Options → Reports when you only need paper / PDF recipient copies.

Notes​

  • Minimum-payment filtering excludes vendors below the threshold unless Include in 1099 Processing (ignore minimum) is set. Dividends are always included. Use the Less Than Minimum report to review below-threshold exclusions.
  • Vendors not flagged for 1099 will not appear in processing. Fix the vendor flag and tax ID before rerunning the report.
  • After filing, corrections are in Aatrix only. There is no push-back into Vista totals from Aatrix corrections.
  • When prior-year totals should leave the company, purge with AP Purge → Annual 1099 Totals at the appropriate time after filing is complete.
  • Related: Configuring AP 1099 Types, Setting Up AP Vendors, AP Transaction Entry.