Export all 1099 MISC, NEC, and INT data from R365 using the 1099 Export report. Selected forms can be ran individually for each Legal Entity or under a Common Payer and then imported into tax1099.com so that taxes can be done electronically.
Navigation
The My Reports search bar can be used to search R365's entire catalog of reports.
- Open the Reports app.
- Navigate to My Reports.
- Enter all or part of the report name in the search bar.
- The Results tab will open with the list of search results.
- 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.
Report Parameters
Field/Column | Description |
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Legal Entity | A listing of all legal entities. Only one legal entity can be selected. |
Vendor | A listing of all 1099 vendors for the selected legal entity. |
Year | The year that the 1099 report is ran for. Default: last year. |
Threshold Amount | The baseline amount for vendor 1099 transactions to be included in the report. Vendors with an annual aggregated amount equal to or greater than the listed amount will be included in the report. |
Form Type | The type of 1099 form ran for the report. Options include:1099-MISC – Miscellaneous income1099-NEC – Nonemployee compensation1099-INT – Interest income. |
Process As A Common Payer | The option to process the legal entity as a common payer. If selected and the legal entity selected is a common payer, as noted on the legal entity record, then all legal entities assigned to report through this legal entity will be included. A common payer legal entity must have “Yes” selected to include all assigned legal entities in the report. |
Download | This will download the report. |
Report Columns
When the file downloads, the following columns will appear.
Field/Column | Description |
---|---|
Payer Type | The type of vendor (e.g., individual, business, trust). |
Payer TIN Type | The type of taxpayer identification number used by the legal entity (SSN, ITIN, ATIN, or EIN). |
Payer TIN | The legal entity’s tax identification number. |
P Business Name or Last Name | The legal entity's name. |
P First Name | Used for an individual payer. Left blank if payer is a company. |
P Middle Name | Used for an individual payer. Left blank if payer is a company. |
P Suffix | Used for an individual payer. Left blank if payer is a company. |
P Disregarded Entity | A single-member entity disregarded for tax purposes but still reported for informational purposes. |
P Address 1 | The legal entity’s primary address line. |
P Address 2 | The legal entity’s secondary address line. |
P City | The city of the legal entity. |
P State | The state of the legal entity. |
P Zip or Foreign Post Code | The postal or ZIP code of the legal entity. |
P Country | The legal entity’s country. |
P Phone Number | The legal entity’s phone number. |
P Email Address (optional) | Optional email address associated with the legal entity. |
P State ID (optional) | Optional payer’s state tax identification number. |
Recipient Attention To (optional) | Optional contact person name for vendor if the recipient is a business. |
Recipient Type | The 1099 classification set on the vendor (Individual or Business/"Company"). |
Recipient TIN Type | Indicates if the recipient uses SSN (individual) or EIN (business). |
Recipient TIN | The vendor’s taxpayer identification number. |
Business Name or Last Name | The vendor's company name or last name (if individual). |
First Name | The first name of the vendor (if marked as individual). |
Middle Name | The middle name of the vendor (if marked as individual). |
Suffix | The suffix of the vendor (if marked as individual). |
Address 1 | The vendor's primary address line. |
Address 2 | The vendor's secondary address line. |
City | The vendor's city. |
State | The vendor's state. |
Zip or Foreign Postal Code | The vendor’s ZIP code or international postal code. |
Country | The vendor’s country. |
Phone Number (optional) | Optional phone number of the vendor. |
Email Address (optional) | Optional email address of the vendor. |
Acct No (optional) | Unique identifier for the form, helpful when multiple forms are issued for one recipient. |
Box 1 Rents | Reports rental income paid to the recipient. |
Box 2 Royalties | Reports royalty payments, such as for patents, copyrights, or oil and gas properties. |
Box 3 Other Income | Reports miscellaneous income not reportable in other boxes (e.g., awards, damages). |
Box 4 Fed Income Tax Withheld | Reports backup withholding of federal income tax. |
Box 5 Fishing Boat Proceeds | Reports crew member’s share of catch proceeds from boats with fewer than 10 crew. |
Box 6 Medical & Health Care | Reports payments of $600 or more for medical or health services. |
Box 7 Payer Made Direct Sales of $5,000 or More | Checkbox indicating that the payer made direct sales totaling $5,000 or more of consumer goods for resale. |
Box 8 Substitute Payments | Reports payments in lieu of dividends or interest. |
Box 9 Crop Insurance Proceeds | Reports crop insurance payments made to farmers. |
Box 10 Gross Proceeds Paid to an Attorney | Reports total legal settlement proceeds paid to attorneys. |
Box 11 Fish Purchased for Resale | Reports purchase amounts paid for fish or aquatic life intended for resale. |
Box 12 Section 409A Deferrals | Reports amounts deferred under nonqualified deferred compensation plans subject to IRC Section 409A. |
Box 13 Excess Golden Parachute | Reports excess parachute payments subject to excise tax. |
Box 14 Nonqualified Deferred Compensation | Reports amounts distributed from nonqualified deferred compensation plans. |
Box 15a State Tax Withheld | State income tax withheld (for the first state entry). |
Box 15b State Tax Withheld | State income tax withheld (for the second state entry, if applicable). |
Box 16a State | State abbreviation for the first tax withholding. |
Box 16a State No | State identification number for the first listed state. |
Box 16b State | Second state abbreviation (if applicable). |
Box 16b State No | State identification number for the second listed state. |
Box 17a State Income | Amount of income subject to tax in the first state. |
Box 17b State Income | Amount of income subject to tax in the second state. |
FATCA Filing Requirement | Indicates whether the form is subject to FATCA (Foreign Account Tax Compliance Act) reporting. |
Client ID | An internal reference identifier used to link the payer or form to client systems. |
Exclude State Filing | Checkbox or flag used to indicate the form should not be filed with state agencies. |
Recipient ClientId | Internal system ID to associate the recipient with other records in payer systems. |