Assign a 1099-NEC Account

Select the core accounts you use for nonemployee compensation as 1099-NEC accounts.

You must have accounting administrator or the appropriate accounting specialist permissions to perform this task.
The core accounts you assign to your 1099-NEC are the accounts you use for nonemployee compensation. All other 1099 boxes are located on Form 1099-MISC.
  1. Click Accounting > Period End > Tax Forms.
  2. On the Tax Forms tab, select the reporting year.
  3. Click Review Data beside 1099-NEC.
  4. On the Review 1099-NEC Accounts step, click Assign a 1099 account.
  5. Select the Core Account and the 1099 Box associated with that account.
  6. Click Save.
  7. Review all core accounts carefully, and assign more 1099 accounts if necessary.
    Tip: Before you continue, you may want to remove a 1099-NEC account.
  8. If all information is correct, click Next step: Review 1099-NEC Totals.

Remove a 1099-NEC Account

If a 1099-NEC account is no longer needed, remove it from the list.

You must have accounting administrator permissions to perform this task.
  1. Click Accounting > Period End > Tax Forms.
  2. On the Tax Forms tab, select the reporting year.
  3. Click Review Data beside 1099-NEC.
  4. Click Review 1099-NEC Accounts.
  5. Click the ellipsis icon beside a 1099 account, and select Remove.
    Tip: Before you continue, you may want to assign additional 1099-NEC accounts.
  6. If all information is correct, click Next step: Review 1099-NEC Totals.

Assign a 1099-NEC Vendor

Assign vendors who receive a 1099-NEC at the end of the year.

Set up your 1099-NEC accounts in step 1 first. You must have accounting administrator permissions to perform this task.

1099 vendors are individuals outside of your staff that you pay $600 or more throughout the year for services. Assign any vendors that accept nonemployee compensation.

  1. Click Accounting > Period End > Tax Forms.
  2. On the Tax Forms tab, select the reporting year.
  3. Click Review Data beside 1099-NEC.
  4. Click Review 1099-NEC Totals, and select if you want to include 1099 purchases less than $600.
  5. Click Assign a 1099 vendor.
  6. Search the name of the vendor inside the field, and select the one you want to assign.
  7. Click Save. The 1099 Box and Amount columns will populate automatically after a vendor is selected.
    Tip: Before you continue, you may want to:
  8. Review all vendors carefully. If all information is correct, click Done.

Make a 1099-NEC Adjustment

Make a 1099-NEC adjustment if you need to correct the total paid amount for a 1099 vendor.

You must have accounting administrator permissions to perform this task.
  1. Click Accounting > Period End > Tax Forms.
  2. On the Tax Forms tab, select the reporting year.
  3. Click Review Data beside 1099-NEC.
  4. Click Review 1099-NEC Totals.
  5. Click the ellipsis icon beside a vendor, and select Add Adjustment.
  6. Make any necessary adjustments, but keep fields the same if they don't need to change .
  7. Select whether or not you want to include the adjustment in the vendor's paid total.
  8. Click Save.
    Tip: Before you continue, you may want to:
  9. Review all vendors carefully. If all information is correct, click Done .

Remove a 1099-NEC Vendor

If you no longer need or mistakenly set up a 1099 vendor, remove it from this list.

You must have accounting administrator permissions to perform this task.
  1. Click Accounting > Period End > Tax Forms.
  2. On the Tax Forms tab, select the reporting year.
  3. Click Review Data beside 1099-NEC.
  4. Click Review 1099-NEC Totals.
  5. Click the ellipsis icon next to a 1099 vendor, and select Remove.
    Tip: Before you continue, you may want to:
  6. Review all vendors carefully. If all information is correct, click Done.