Before you publish
Fill out your Tax Settings under Settings › Tax Reporting.
Compile your 1099s: go to Accounting › Transactions › Actions › Tax Reporting, then click Actions › Recompile, choose the tax year and options, and click Compile.
Clear any payees tagged Error. Click the pencil icon to see what’s missing, usually an address or tax ID.
Payees tagged Below Minimum or Skipped won’t get a 1099. To include a skipped payee, click the pencil icon and uncheck Is Skipped.
Publish your 1099s
On the Tax Reporting page, check the box next to each payee you want to publish. Use the Payee Type filter to publish owners and vendors separately.
Click Actions › Publish. If nothing is selected, you’ll see “No Records have been selected for publishing.”
In the Print 1099 Copies window, check the record count (for example, “Publishing 1 Records”).
Leave Publish with Last 4 of Tax Identifiers checked to show only the last 4 digits of the tax ID on the published copy.
Click Publish. You’ll see “Publish Batch posted successfully” and the new batch opens.
Confirm it worked
On the Tax Reporting page, click Actions › Publish Batches.
Each batch shows its date, status (Published or Pending), and tax year. A new batch can show Pending for a moment before it changes to Published.
Click a batch to see each payee and their taxable amount.
Owners find their published 1099s in their portal. See Where Can My Owner View Their 1099s?.
Republish after a correction
If you correct a 1099 after publishing, select the payee and publish again so the owner or vendor has the right copy. See How to submit corrections for 1099s.
Frequently Asked Questions
Does publishing send the 1099 to the IRS?
No. Publishing only posts a copy to the portal. File with the IRS using Actions › Download IRIS File(s), or mail paper forms.
Can I publish just one owner?
Yes. Select only that payee before clicking Publish.
Do vendors see their 1099s the same way?
Yes. Published 1099s show in the vendor portal, just like the owner portal.
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