1099 Reportable Earnings Report Fields

Complete the following fields to generate the 1099 reportable earnings report.

Field Name	Field Description
Locations	Click to select the locations that contain the data for the activity.
Reporting Period	Enter dates in the Start Date and End Date fields to specify a date range for the activity.
Minimum Balance	Enter the minimum total balance of disbursements to include in the report. This field is optional.
Sort Order	Select how you want the items to be listed on the report. Available include recipient name, tax ID number, or amount.
Report Options	Select Summary from the drop-down list to generate a report listing all 1099 disbursements for the tax year. Select Detail to generate a report listing disbursements made to a single recipient for the tax year.
Recipient	Click to select a recipient for which to run the report. This field is only enabled when you select Detail from the Report Options drop-down list.
Save as CSV	Select this check box to save the output as a comma-separated values (CSV) file.
Report on W9 Filings Only	Select this check box to include only recipients with a W9 filed at the location selected for the report.