Tax Reporting Task Launcher

The Tax Reporting Task Launcher allows you to retrieve data for the Forms 1099-MISC and 1099-NEC.

To access the Tax Reporting Task Launcher and perform the tasks, you must be assigned the permission set Tax Reporting - Generate Reports for Single Company.

Forms 1099

In the Forms 1099 section, you can find the following tasks:

  • Prepare 1099-MISC Data: this task enables you to:
    • Retrieve the transactions eligible to be reported in the Form 1099-MISC
    • Generate a CSV file that includes the total value of all the retrieved transaction for each account and income tax type
  • Prepare 1099-NEC Data: this task enables you to:
    • Retrieve the transactions eligible to be reported in the Form 1099-NEC
    • Generate a CSV file that includes the total value of all the retrieved transaction for each account and income tax type