• 1099 amounts are incorrect.
• Payments for the 1099 payment year was moved to history.

1099 amounts do not include the following:

• Taxes paid.
• Discounts taken.
• Deductions.
• Payments made by credit card.
• Payments made for distributions marked "exempt".

Manually correct 1099 amounts for Accounts Payable vendors if any of the following is true:

• Payments for the 1099 reporting year year was archived (moved to history
• Would like to include amounts that are not automatically included in the 1099 amounts
• Would like to correct the amounts for a few vendors
• Would like to exclude amounts that were included in the 1099 amounts

Otherwise, you can use Recalculate 1099 Totals tool to automatically update your vendor and your prefix 1099 totals. Refer to How do I use the Accounts Payable Recalculate 1099 Totals tool to correct 1099 amounts?

1. Create a backup of your entire data folder before you change any 1099 totals. Refer to How do I use File Tools to back up data files? (Supplemental Video) or How do I use the System Administrator to backup and restore data in versions 17.1 and later?
2. Select Option I if you do not maintain 1099 totals by GL prefix. Select Option II if you maintain 1099 totals by GL prefix.

Option I: To edit 1099 totals for a vendor if you do not maintain 1099 totals by General Ledger prefix

Note: User must be a Sage Administrator to complete the following process.

1. Turn on Audit setup activity. Refer to How do I use Audit setup activity?
2. From the Setup menu, select Vendors. If you are prompted to print an audit report, click Start.
3. Select your vendor, press ENTER twice, and then click the 1099 Settings tab.
4. Verify the Vendor receives a Form 1099 check box is selected.
5. In the 1099 Amount Paid row, enter the correct amounts in the This Year, Last Year and Next Year boxes.
6. Click Save.
7. Repeat steps 3-6 for each vendor with an incorrect 1099 total.
8. Click Close.
9. Turn off Audit setup activity.

Option II: To edit 1099 totals if you do maintain 1099 totals per General Ledger prefix

Note: User must be a Sage Administrator to complete the following process.

1. Turn on Audit setup activity. Refer to How do I use Audit setup activity?
2. From the Setup menu, select Vendors. If you are prompted to print an audit report, click Start.
3. Select your vendor, press ENTER twice, and then click the 1099 Settings tab.
4. Verify the Vendor receives a Form 1099 check box is selected.
5. Repeat steps 3-4 for each vendor with an incorrect 1099 total.
6. Click Save, and then click Close.
7. From the Accounts Payable Tools menu, select Maintain Prefix Totals. If you are prompted to print an audit report, click Start.
8. Select a GL prefix and Vendor.
9. Press ENTER on your keyboard, click OK to the Must set Prefix level message, click Next, and then press ENTER on your keyboard.
10. Click OK to the message that appears.
11. In the 1099 Amount Paid column, enter the correct amounts in the Year-to-date, Last year, and Next year boxes.
12. Click Save.
13. Repeat steps 8-12 to edit the incorrect vendor totals for each prefix.
14. Click Close.
15. Turn off Audit setup activity.

Notes:

• If you need to add 1099 totals for a new vendor, first set up the vendor in Accounts Payable (Setup, Vendors), and then edit the new vendor's 1099 totals using the appropriate instructions above.
• If you do not know the correct 1099 totals for each vendor, refer to My 1099 totals are incorrect in Accounts Payable for more information on how to determine the correct 1099 vendor totals.
• See also How do I verify my 1099 amount paid for a vendor in Accounts Payable?

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Recalculate 1099 totals freezes in Accounts Payable