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1099 reports

1099 Compliance Dashboard

Accounting → 1099 Reports summarizes vendor payments for a tax year. Tax IDs are masked to the last four digits.

Use Refresh after you have coded more invoices or payments. Vendor legal name and tax classification live on the vendor. Firm EIN / optional TCC are on Firm Setup and were collected in onboarding.

This screen is a report, not an IRS e-file button.