FAQ - Update Payer for 1099 Export

1. Navigate to Manage.
2. Select Vendor Management.
3. Click Vendor Management.

1. Locate and select the vendor you want to update.
2. Click Edit.
3. Under the Address section, select More Detail.

Review and update the following information as needed:

• Company Address
• Mailing Address
• Tax ID Number (TIN)

Step 4: Verify 1099 Settings

• Ensure the Send 1099 checkbox is selected.
• If the checkbox is not checked, the vendor will not be included in 1099 processing.

Step 5: Choose 1099 Distribution Method

Determine how 1099 forms should be generated:

• One 1099 per HOA – A separate 1099 will be created for each HOA.
• One 1099 at the Management Level – A single consolidated 1099 will be created.

Step 6: Save Changes

• Click Save to apply your updates.