Last Updated: 11/20/2025
Exportable Report of 1099 Data
This report has been designed to enable users to export 1099 data into an Excel format, ensuring the data is ready for external printing, processing, and further analysis.
Things to know:
The primary objective of the exportable report is to allow users to seamlessly generate Excel files containing critical 1099 information. This includes essential data such as Vendor ID, Vendor Name, Vendor Address, Tax ID, 1099 Code, and 1099 Amount. This report is a key component in streamlining data sharing and regulatory compliance within client workflows.
The export process is designed to include the following columns:
- Vendor ID
- Vendor Name
- Vendor Address
- Tax ID
- 1099 Code
- 1099 Amount
To illustrate, an example representing the typical output is provided below:
Vendor ID | Vendor Name | Vendor Address | Tax ID | 1099 Code | 1099 Amount |
001 | Acme Corp | 456 Elm Rd, Springfield | 98-7654321 | Div | $15,000 |
What vendor ledger entries amounts are included?
Entries must be closed and sum must be negative. This data is based on the date of the applied payment, not the date of the invoice.
IRS 1099 Form Documents
This report runs based on 1099 Form Documents. If you have not created the form documents you need for each vendor, you will need to do so. IRS 1099 Form Documents contain the 1099 form and form boxes information for a given vendor.
Generate the Report
Step 1: Navigate to IRS 1099 Form Documents
This is a page in Business Central. Use the search function to find it.
Step 2: IRS 1099 Export
On the IRS 1099 Form Documents page, there is a button called IRS 1099 Export.
Search for IRS 1099 Form Documents
Click on "IRS 1099 Export"
Select Filters for "Status" and "Period No.". Optionally filter by Vendor or Form No. to narrow the exported file results. Click "Download"
Click Send To… or Download.
If Download, an excel spreadsheet will be generated and downloaded to your device.
Below is an example of what the report will look like in Excel.