1099 Summary Report for Patriot Software

June 4, 2018

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The 1099 Summary report shows a preview of information that will be printed on the 1099 for each vendor. This is helpful at the end of the year to confirm that all payments have been properly reported in the correct boxes on Form 1099.  To view a summary of all 1099s together, see 1096 Summary Report.

Reports > Accounting > Vendor Reports > 1099/1096 Summary.

  • Select the “1099 Vendor Summary” Report in the dropdown.
  • Select the tax year and click Run Report.
  • Select the Vendors you want to include.
  • To make changes to the amounts shown, you can make additional payments or update the payment history for payments that you made outside of Patriot Software.

 

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