Installation and Setup

Warning:

The FF 1099-MISC Export and 1099 Details packages, along with the Transaction Details for 1099 Reporting report in the Accounting Reporting Expansion Pack, have been deprecated and are now obsolete. They have been replaced by the Forms 1099 functionality in Tax Reporting Summer 2024. For more information about the steps required to replace the functionality in this package, see Upgrading to Tax Reporting Summer 2024.

  1. Install and deploy the FF 1099-MISC Export managed package. See the Salesforce help topic Install a Package.
  2. [Optional] If the legal name that you want to appear on Form 1099-MISC differs from your Salesforce Account name, then add the Account Legal Name field to your Account detail page layout. For more information about how to customize page layouts, see the Salesforce Help.

  3. Set up your 1099-reportable Accounts (suppliers and contractors):

    1. In the Sales & Use Tax Information section, select Federally Reportable 1099.
    2. In the same section, select a default category of 1099 income tax, such as "1 Rents".
Warning:

You must set up your accounts before you work with payable invoices and payable credit notes in Accounting. You cannot apply this configuration later.