Add and Generate 1099 Forms

Use 1099 forms to accurately report miscellaneous income paid to vendors for a specific calendar year. For 1099s printed during that year, amounts are calculated based on the check date, and each form automatically includes the vendor’s primary address. This helps you stay organized, compliant, and ready for filing season.

From Payables, Communications, under 1099 forms, you can view, add, edit, and generate forms. Search or sort the list to quickly locate the form you want. To edit an existing one, select the form's name or choose Edit from the form's menu.

1. From the Communications page, under 1099 forms, select Add.

2. Under Basics, enter a name and description, and choose who can generate or modify the form.

3. Select Next.

4. Under Parameters, specify details to include and set the formatting.

   As you move through each tab, select options and enter details to customize your info. You can always go back and update your parameters when needed.

5. Depending on your needs, save and generate the form immediately or save and return at a later time.

   When generating, use your Aatrix credentials to log in and view, edit, and print your forms.

6. To return to the Communications page, select Cancel.