---
title: "1096 Prep"
slug: "1096-prep"
description: "View annual 1099 vendor return totals by legal entity for 1096 filing, including form type and federal tax withheld."
updated: 2025-08-26T16:59:45Z
published: 2025-08-26T16:59:45Z
canonical: "docs.restaurant365.com/1096-prep"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 1096 Prep

The 1096 Prep report displays the totals of returns from 1099 vendors throughout the year. Either all Legal Entities or only Legal Entities with 1096 balances can be selected for this report to provide your organization the option of choosing the most valuable layout of your information.

---

## Navigation

The My Reports search bar can be used to search R365's entire catalog of reports.

1. Open the **Reports** app.
2. Navigate to **My Reports**.
3. Enter all or part of the report name in the **search bar**.
4. The **Results** tab will open with the list of search results.
5. From beneath the report name, click **Run** to run the report with the selected report view. -OR- Click **Customize** to adjust the report parameters and run the report.

![Overview of report options in Restaurant365 with highlighted run and customize buttons.](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/report.png)

---

## Report Parameters

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-YU6MB3YT.png)

| **Field/Column** | **Description** |
| --- | --- |
| **Year** | The year the form is ran for. |
| **Include Legal Entities With 0 Balances** | This will either include only legal entities that have 1096 balances or all legal entities, respectively. |
| **Run Button** | Runs the report. Users can also send, export, or print the report directly from this button by clicking the down arrow portion and selecting the desired action. |

---

## Report Details

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-2TT418LM.png)

| **Field/Column** | **Description** |
| --- | --- |
| **legal entity** | The legal entity name. Legal entity names will be repeated if they utilize more than one 1099 form type. |
| **1099 Form** | The 1099 form type used by the legal entity. |
| **Box 3 - Count** | The number of unique combinations of tax ID and 1099 form from a legal entity with a Box 4 or 5 amount greater than $0.00. |
| **Box 4 - Federal Tax Withheld** | The total of the Box 4 amount for the specified 1099 form type and for all included vendors. |
| **Box 5 - Total Amount** | The total amounts of the boxes for the specified 1099 form type and for all included vendors: - 1099-MISC - Boxes 1, 2, 3, 5, 6, 8, 9, 10, and 14 - 1099-NEC - Box 1 - 1099-INT - Boxes 1, 3, 8, 10, 11, and 13. |
| **Tax ID Warnings*** | The number of vendors included in the report that have tax IDs of less than 9 digits. |
| **Excluded Vendors**** | The number of vendors that are excluded from 1099 processing, as noted on their [vendor record.](/doc/docs/vendor-record) |

---

## Email, Export, or Print the Report

This report can be emailed, exported, or printed in custom formatting directly from the reporting window. Learn more about how to [send, export, or print this report](/doc/docs/my-reports-send-export-or-print-reports).

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-U3S8UCR9.png)

An organization or company configured in R365 that represents a distinct legal and tax-reporting unit. Legal entities contain one or more locations and define how financial and operational activity is grouped, reported, and filed.