Skip to main content

Notifications

Microsoft Dynamics GP forum
Unanswered

GP 2018 1099 Detail Report

Posted on by Microsoft Employee

Hi there,

I am a fairly new user to GP 2018 (less than a year using it), so sorry if this is something commonly asked. I did try to search the forum first but didn't find an answer.

I am trying to get a report that shows me all 1099 vendors, the amount for the 1099, and a detail of the transactions that make up that total amount. I would also like a report showing vendors not marked as 1099 and the amount paid to them so I can review to see if there is a vendor missing from the first report.

I did build a SmartList, but it reads a little confusingly. I have a columns for "Vendor ID", "Vendor Name", "1099 Type", "1099 Amount LYR", and "1099 Amount YTD". My concern with this report is my "1099 Amount LYR" column is all $0.00, but the YTD column has values. Since today's date is in 2019, I kind of expected the opposite? Or is the 1099 report showing only 2018 values?

Thanks for any insight!

  • Camille Shea Profile Picture
    Camille Shea 30 on at
    RE: GP 2018 1099 Detail Report

    You are on the right track - add the column "Last Check Date" and then do a filter in the search tab for 1/1/18 to 12/31/18.  I also put in the tax type for each vendor in the "tax registration number" field in vendor maintenance/options where I put in their type ie: Corp/ Part/Sole   It helps when looking for errors or missing information.

    My headings are as follows:

    Vendor ID    Vendor Name     Address(s)        Tax ID Number     Last Check Date      Tax Registration Number    Amount Paid YTD

    Also, if the 1099 information was not entered for a vendor before you cut a check to them, you will not see the correct total.  It will only give you the amount paid to the vendor after they were updated as a 1099 vendor.  To correct this you will need to get in touch with your GP support to log in as the system admin. and run an 1099 update.  You can update individual vendors yourself if you only have a couple.  

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Anton Venter – Community Spotlight

Kudos to our October Community Star of the month!

Announcing Our 2024 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Dynamics 365 Community Newsletter - September 2024

Check out the latest community news

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,524 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 228,469 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Product updates

Dynamics 365 release plans