1099 Form Totals Tab

Important

Information and features vary according to the roles to which you belong and the permissions associated with those roles. For more information, contact your module manager or your campus support team.

The 1099 Form Totals tab lets you review 1099 information that was filed for previous years. Use the Form Filter to find 1099 totals based on year, form type, or AP subsidiary code. You can also select rows from the list to download.

Note

The totals displayed on this tab don't reflect any manual changes made during the process to generate 1099s.

Permissions Required

To access this tab, you must be in a Procurement - Accounts Payable role with the "Can view 1099 totals" permission.

How To

View and Filter 1099 Form Totals

On the Vendor Information Details page, 1099 Form Total tab, use the Form Filter to find form information based on specific criteria.

Download 1099 Form Total Information

On the Vendor Information Details page, 1099 Form Totals tab, select one or more rows in the list.
Click the Download to Excel button. The Download to Excel pop-up opens.
Select options for the Excel format and data columns.
sidebar. Download to Excel Options
Workbook Creation Options: This option lets you choose how you want the data to be organized when it's exported. If you are exporting a large number of rows, you may want to separate the data into different worksheets or even workbooks. Once you select this option, the Separate (Sheets or Workbooks) By drop-down becomes available so you can choose the groupings for each worksheet or workbook.
Separate (Sheets or Workbooks) By: This field becomes available when you choose to organize your export into multiple worksheets or workbooks. In general, you'll have the option to separate the data based on the columns. You will only see options for the visible columns.
Notice
For example, if you are exporting a set of definitions, you might choose to organize the data into two workbooks: one for active definitions, and one for inactive definitions. Do this by selecting the "Active" column in this drop-down. All of your rows designated as active will be in one workbook, and the inactive ones in a separate workbook.
Workbook Format: This section lets you set some Excel display options for your data. For more information about each of these features, consult Microsoft Excel help.
Autofit columns: Fits column width to the data so that fields are not truncated.
Turn on filtering: Turns on the AutoFilter feature, which allows you to show only rows that meet your selected criteria.
Freeze Top Row: Your worksheet displays the column title in the first row by default. Selecting this option keeps the top row at the top so that as you scroll down through your data, the column headings remain displayed.
Show totals for numeric columns: This option will include the sum of a column of numbers at the bottom of that column.
Columns to Include: These options are specific to the page you are viewing, so they will vary. You will only see options for columns that you can see on the page. All of the columns are selected by default, but you can deselect any of the columns you don't want to include.
Click Download. Your .xlsx or .zip file is saved in the file location that you have set in your browser settings.

FAQ

Why isn't there any information displayed on the 1099 Form Totals tab?

Information is displayed on this tab only when the 1099 process has been run for the vendor and its subsidiaries.

Can I generate 1099s in J1 Web?

At this time, 1099s can be generated only from the Desktop Government Forms Filing Wizard window. This process will be brought into J1 Web in a future release. For additional information about generating 1099s, see the following resources on Accounts Payable Resource Center on MyJenzabar.net: