How to Export a 1099 Report

Overview: This article will walk your through the steps to export a 1099 report for a specific year in TrustBooks.

Steps:

  1. From the Navigation Pane, select Build Reports under the REPORTS drop-down.

  1. Select 1099 Report from the displayed Report List:
  2. Note: Financial Statement Reports will only be available to Subscriptions with Operating Accounting. 1099s and Custom Reports are available to all Users.

  1. Select the Tax Year you wish to display 1099s for, then select Apply:

  1. The Report will display all Payees with total payments qualifying for the selected Tax Year's filing requirement threshold. Select Export to download the report to excel:

  1. The Downloads box will pop-up on your screen showing the report as a CSV file. Select Open File on the CSV to view it in excel.

This will open the exported data in a spreadsheet.