1. Manage and Verify 1099 Settings
Navigate to Gear > Manage > Vendor Management > 1099s > 1099 Settings. Add the Year & Form. Select your preference for generating 1099s.
2. Navigate to 1099s Main
3. Select the correct Fiscal Year
3. Select Vendors
Next, choose which vendors you want to generate 1099’s for. The default list that will populate is for all vendors within the management company that you have designated as 1099 eligible.
a. To generate for all vendors within your site (if you have more than one association), you will check the box next to “Show All Vendors”, then select all.
b. You can also unselect individual vendors by unchecking the box next to their name.
4. Process Selected 1099
5. Select Processed
6. Select Vendor
Select the vendor(s) you want to view/print the 1099 for. This will open a drawer where you can view the 1099 form (by selecting the pdf logo) or delete the pdf.
7. Export 1099s
You can also export your 1099’s to an .xls or .csv file. To enable this option:
a. Navigate to Manage > Vendor Management > 1099’s Settings
b. Select the radio button next to “Export to Standard Format”
c. Save
8. Repeat steps 2-5
a. Please note that this export applies to all HOAs within the Management so the export process does not need to be completed within each HOA.
9. Select the vendor(s) requiring a 1099 export