1099 filing

You can use PayMaker data with any 1099 solution that uses CSV files.

Step 1: Export your vendor list

  1. Click settings
  2. Under Import/Export, click Import/Export
  3. Next to Vendors, click Export

Filter out non-1099 vendors from the vendor export report

  1. Open the CSV file with Microsoft Excel
  2. Remove or delete all vendors coded "No" in the 1099 column
  3. The resulting list is your 1099 Vendors

Step 3: Export the list of payments

  1. In the left navigation pane, click Reports
  2. Under Export Reports, click Payables Cash Details Export
  3. Select Last year in the Date Range drop-down
  4. Click Download

Note: If there are over 5,000 transactions, you will need to run smaller date ranges

Step 4: Filter out all non-1099 payments from the report.

  1. Open the CSV file with Microsoft Excel
  2. Add a filter by clicking Data > Filter (or by click the funnel icon)
  3. Select the filer for Vendor 1099 and select to view only True
  4. Select the filer for Dist Type and select to view only 6
  5. For Account Name (Account number will also work), select to filter out any non-1099 categorized accounts
  6. The resulting list is your 1099 Vendor Payments

Step 5: Filter your 1099 Vendor Payments list to show the sum paid for each vendor

  1. Open the CSV file with Microsoft Excel
  2. Click to create a new Pivot table based on the data exported
  3. Add a filter for Vendor 1099 and select True
  4. Add a filter for Dist Type and select 6
  5. Add a filter or account name (and/or number) and select your 1099 categorized accounts
  6. Drag the Vendor Name to the Row Labels
  7. Drag the Total Payment Amount to Sum Values
  8. The resulting list is the total Payments made per 1099 vendor

Step 6: Match the payments from the Payment List to your 1099 Vendor list

  • We recommend using the Excel vlookup function to match quickly and accurately
    • The resulting list is your 1099 Vendor & Payment list
    • Save the file as a CSV file
  • Make sure your 1099 Vendor & Payment List conforms to the CSV format required by your 1099 filing solution
    • Import the list

File early! During the last week of filing season, other filers may overload any 1099 solution providers' servers. Don't risk penalties by waiting to complete your filing.

If you do not see the described feature available in PayMaker, you may not have access to the feature based on permissions for your role and/or your plan does not have this feature. If you wish to get access to the feature, please review the available plans for PayMaker and upgrade accordingly or contact the Administrator of your PayMaker account. Changes in monthly user fees may apply.