Introduction

This article outlines the features and steps for managing 1099-related reports and exports in SFO. It covers individual school-level reporting, district-wide consolidated reporting, editing options for 1099 data, and exporting data for integration with external programs. This guide also includes best practices for ensuring accuracy in 1099 reporting.

School-Level 1099 Report

The school-level 1099 report generates data specific to a single school, showing all checks made to 1099 vendors for a specified date range.

  • Navigate to Reports > Vendor > 1099.
  • Provides a runtime option for specifying the date range.
  • Sorts data by vendor name.
  • Includes vendor and DBA names.
  • Lists all checks to a vendor, even if the 1099 amount is $0.00.
  • Excludes voided checks to 1099 vendors.
  • Includes vendors and checks even if the vendor was marked as a 1099 vendor after the check was issued.
  • Includes inactive vendors with 1099-applicable checks in the specified date range.

Consolidated 1099 Report

The consolidated 1099 report provides district-wide data, showing all checks to 1099 vendors across all schools for a specified date range.

  • Navigate to Admin Functions > Consolidated Reporting > Vendors > 1099.
  • Provides a runtime option for specifying the date range.
  • Sorts data by vendor name (excludes DBA name).
  • Lists all checks to a vendor, even if the 1099 amount is $0.00.
  • Excludes voided checks to 1099 vendors.
  • Includes vendors and checks even if the vendor was marked as a 1099 vendor after the check was issued.
  • Excludes schools marked as “Exclude from Consolidated Reports.”
  • Includes inactive vendors with 1099-applicable checks in the specified date range.

1099 Export File

The 1099 Export File feature creates a CSV file with 1099 data for integration with other programs. The export can be generated in Summary or Detail format.

  • Navigate to Admin Functions > Consolidated Reporting > Vendors > 1099 Export File.
  • Select runtime options for date range and file format (Summary or Detail).
  • Summary includes SSN/Tax ID, vendor name, address, and total 1099 amount per vendor.
  • Detail includes SSN/Tax ID, vendor name, address, check #, check date, check amount, and 1099 amount per check.
  • Excludes checks with a 1099 amount of $0.00 in the Detail version.
  • Sorts data by SSN/Tax ID.
  • Excludes voided checks and schools marked as “Exclude from Consolidated Reports.”
  • Includes inactive vendors with 1099-applicable checks in the specified date range.

Editing 1099 Amounts

JE - 1099 Edit

  • Navigate to JE > Edit > 1099 Edit.
  • Edit 1099 amounts on checks posted at an individual school.
  • Allows editing of checks dated from January 1 of the fiscal year start date to the current date.
  • Checks from the prior calendar year cannot be edited.
  • Accessible by both school users and district admins.

Consolidated 1099 Edit

  • Navigate to Admin Functions > Audit > 1099 Edit.
  • Edit 1099 amounts on checks posted at any school within the district.
  • Allows editing of checks dated from January 1 of the fiscal year start date to the current date.
  • Shows checks where vendors were marked as 1099 vendors after the check was created.
  • If a check’s 1099 amount should remain $0.00, update it to prevent it from appearing in the 1099 Edit screen.
  • Accessible by district admins only.
  • District admins should review this screen before running consolidated 1099 reports.

Printing 1099-Misc Forms

The Print 1099-Misc option prints 1099 data onto pre-formatted federal 1099-Misc forms.

  • Navigate to Admin Functions > Consolidated Reporting > Vendors > Print 1099-Misc.
  • Select runtime options for date range and either Generate 1099-Misc Forms or Calculate 1099 Figures.
  • Prints only vendors with a 1099 Total amount of $600.00 or greater.
  • 1099 calculation displays totals on-screen for comparison but does not print a report.

FAQs

Can I generate district-wide 1099 totals?

Yes. Use the Consolidated 1099 Report or 1099 Export File options under Admin Functions > Consolidated Reporting > Vendors.

Note

Review the Admin Functions > Audit > 1099 Edit screen before generating reports to ensure all checks are accurately marked as 1099 applicable.