Your 1099s and 1096s must be mailed each year by January 31 and use an IRS-compliant form. To do this in Aplos you will:
- Order your IRS forms (1099-MISC and 1099-NEC)
- If you are planning ahead, you can purchase the 1099 and 1096 forms from our preferred partner. You can also find the forms on the IRS website or at your local office supply store.
- Review your 1099 report
- This report will show all 1099-eligible vendors and their transactions. This report automatically filters out any vendors that have not met the $600 threshold or did not have expenses in an account mapped to a 1099 category.
- The report will default to the date range of the current year, which you can change within your date filters. Choose the date range that best fits the timeframe you need to pull vendor history.
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The report will default to show a summary of each vendor. You can utilize Report Layout to customize your report to display more information for each vendor. Click each checkbox you wish to display and click “Apply.”
- NOTE* To print 1099 and 1096 forms, ensure the filter Amounts Over IRS Threshold is enabled
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This report also shows any other missing information for a vendor. You’ll notice the vendor’s address and Tax ID are required before generating the 1099 report. Enter any needed information on the contact screen, and then navigate back to the 1099 report. Learn more about how to track 1099 Vendors.
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Before downloading and printing your forms, ensure that your organization information is also up to date since this will be displayed on all forms. You can enter or update this information on the Org Info page. The administrator of your Aplos account can do this by going to Settings and selecting the Org Info tab. Check out our resource on updating Org Info.
- Print on the 1099s and 1096 forms
- After reviewing the report and verifying all the necessary information, go to “Extra Actions” and click “Download Forms.” For Form 1096, provide the Name, Number, and Email for whoever is filing the form. Once finished, a zip file with Form 1099-MISC and Form 1099-NEC for each eligible vendor, as well as Form 1096 (which should be sent to the IRS or electronically filed, if applicable), will be downloaded. When you open the zip file, the data will be exported as a PDF and formatted to fit in the appropriate boxes and spaces on all three forms when printed.
- Please note that the 1099-MISC form PDF will be formatted to fit two vendors per page and the 1099-NEC form PDF will be formatted to fit three vendors per page.
For more information check out our article on preparing 1099s in Aplos.