Top Tips for 1099 Reporting in Acumatica

It’s that time of the year, and we’ve been getting a lot of inquiries on 1099 reporting.  Here are a few of the top tips to share with you:

  1. If you are getting a blank 1099 MISC report, it’s probably due to the Branch not having the 1099 reporting box checked.  Even after documents have already been entered, you can just check the box and they will then print properly for that branch.


  1. If you need to change the 1099 amount for a vendor, even after it’s been released/posted, you can pull up the Bill at any time and just change the 1099 Box on the transaction line.  If it shouldn’t have been counted toward the vendor’s 1099 amount, just delete the box.  If it should have been included, but they forgot to mark the box, then you can add it, or change it to the proper box.

  1. If you would like to file 1099s electronically, it’s a few easy steps. In Accounts Payable, go to Processes, then Create E-File.  Select the branch you are reporting in the Transmitter field.  Then enter the correct 1099 year.  If you want to send for all branches, then change the “Prepare For” field from “Transmitter” to “All Marked Branches.”Otherwise, leave it as “Transmitter” and it will create one file for each branch that is in the Transmitter field.  (You will have to run multiple times for each branch, if doing it this way).  Click “Process All” to create the file with all records shown or “Process” for just those selected.


  1. Many customers have asked about using the IRS downloadable 1099 forms from the web. The IRS does not allow this, due to requiring a special ink.  You can purchase the pre-printed forms through office supply stores such as Staples or Office Depot.  Acumatica’s 1099-MISC report is set up to print these forms.


If you have questions or need some assistance, visit our support page for more help.


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